Category: Podcasts

Worth Wray Interview
Podcast
Chris MacIntosh

Well “Worth” It

When I decided to set myself the task of recording one phone call I have each week I never realised how much fun it would turn out to be. Often, I figured if others were ok with it I’d hit record when on the phone to a friend, an advisor,

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Reality Check Ahead
Podcast
Chris MacIntosh

Facing Reality With Bonds And Currencies

Today I’ve recorded a very brief message which I hope you’ll enjoy. What’s on my mind is the investments made by market participants who are basing investment decisions on global benchmarks which are severely distorted and where those investment decisions quite simply don’t price risk adequately. The below chart should

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Tuur Demeester on Bitcoin
Podcast
Chris MacIntosh

Tuur Demeester On Bitcoin

I am really excited to bring this conversation to you since in just the last month the cryptocurrency space has experienced two hacks: one to the Ethereum network and one to a crypto currency exchange Bitfinex. I think it’s a good time to revisit Bitcoin. The last time I wrote to

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Gold
Podcast
Chris MacIntosh

Conversation With A Gold Veteran

Larry Scharf is a senior vice president of investments at Raymond James in Connecticut. One of Larry’s favourite markets – and one which he’s been studying and investing in for over 30 years – is the gold market. I met Larry over 2 years ago when he became a client of mine

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Helicopter Money QE
Podcast
Chris MacIntosh

QE And Helicopter Money Questions Answered

I came up with the idea of “World Out of Whack” while out on a training run. With all the insanity in financial markets, documenting those which are weirder than a 3-dollar bill would make for an interesting exercise. And besides, we’re covering these markets for our own personal investment and trading

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Harris Kupperman On Trading Crisis Events
Podcast
Chris MacIntosh

Harris Kupperman of Praetorian Capital

Today I have for you a recorded conversation with Harris Kupperman (Kuppy), a friend of mine who manages Praetorian Capital, a Florida-based hedge fund. Kuppy is one of a clutch of guys who I call on to stress test my views and vice versa. Sometimes we disagree, though more often than

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