🎙️ NEW PODCAST WITH CHRIS MACINTOSH Chris joined Danny on the CapitalCosm podcast to pull back the curtain on the structural absurdities that are driving the market right now. Here’s just a handful of the topics discussed: You can listen to the entire conversation on Youtube here. 👑 NVIDIA’S REIGN: WE’VE SEEN THIS MOVIE BEFORE
🎙️ CHRIS MACINTOSH ON STATE OF THE MARKETS Nearly two hours of big ideas, contrarian insights, and more than a few uncomfortable truths. Chris recently sat down with Tim Price and Paul Rodriguez on their State of the Markets podcast to unpack today’s chaos — from sovereign debt issues to the madness of passive
🎙️ NEW PODCAST WITH CHRIS AND BRAD We’ve got a new podcast to share with you this week. Chris MacIntosh and our head trader, Brad McFadden, joined Danny over at CapitalCosm for a wide-ranging conversation that hit on everything — from looming market risks to unexpected opportunities hiding in overlooked corners of
🎙️ NEW PODCAST WITH CHRIS MACINTOSH Chris recently joined Christian White on the Discourse with Christian show. This one was a doozy — big ideas, some unexpected tangents, and plenty of “hmm… that’s actually a great point” moments if we dare say so ourselves. Here’s just a few of the topics Christian and
🎙️ NEW PODCAST WITH CHRIS AND BRAD Chris and our head trader, Brad McFadden, joined Danny on the CapitalCosm show to discuss some of the most pressing macro events right now as well as the opportunities they’re most excited about. Here’s just a few of the topics the gents discussed: Plus, a whole
We scratched our collective heads over a number of “growth” darlings in these notes over the past years. But probably none of them as nutty as Palantir, which — considering we covered egregious examples like Zoom (more on this one in a second), Beyond Meat, and Peloton — is saying
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🎙️ NEW PODCAST WITH CHRIS AND BRAD Chris and Brad joined Danny on the CapitalCosm show to talk about the energy market and the opportunities they’re seeing right now. Here’s just a smattering of the topics the gents have touched on: …and much more. You can listen to the entire conversation on Youtube here.
