Understanding the money markets with Zoltan Pozsar

Zoltan Pozsar is the Managing Director of Investment Strategy and Research at Credit Suisse. Prior to this, he was a senior adviser to the US treasury. So there is nobody better to explain what the money markets are, how they work, and the interplay with the broader economy. In this absolutely fascinating conversation, Zoltan talks… Continue reading Understanding the money markets with Zoltan Pozsar

Understanding the power of narratives in markets with Ben Hunt

We, humans, are instinctively drawn to stories, be it in life or in markets. This episode is about the latter. Ben Hunt is the creator of Epsilon Theory and is one of the most unique voices in BS filled world of finance. His writing is miles away from the beaten path and is absolutely thought-provoking.

Understanding the 2008 financial crisis with Adam Tooze

2008 was arguably the worst crisis in the history of the modern world. Although the crisis was decades in the making, the action really started in 2008. Understanding the 2008 financial crisis with Adam Tooze.

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Podcast: A conversation with the legendary short seller Marc Cohodes

Short selling is a tough business. I’d say a billion times harder than being a long only trader or investor. Why? Just ask all the Tesla bears. Some short sellers go short just to capitalize on the downside. But then there is Marc Cohodes. His driving goal has been to ferret out frauds that are… Continue reading Podcast: A conversation with the legendary short seller Marc Cohodes