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Season 2, Episode 37: The Next ‘Blow Off Top’ is Coming

Published December 16, 2020

Brody Howatt, Bellator Asset Management says he’s getting ready to buy protection for a January sell-off

Brody Howatt of Bellator Asset Management joins the podcast to discuss his view that the market is getting closer to a “blow off top.”

The guest also talks about what it was like working for Steven Cohen at SAC Capital and Point72 before starting his own firm.

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Season 2, Episode 36: Codie Sanchez on the Trouble — And Opportunities — Brewing in Small Business

Published December 10, 2020

Also: an assessment of the cannabis industry from an investing viewpoint.

Codie Sanchez of Entourage Effect Capital joins the podcast to discuss her view that wide swaths of the U.S. economy, those linked to small business, have yet to see many benefits of the post-COVID economic recovery.

Eventually, “the music will stop” and stock markets will see more sellers than buyers. To protect themselves, investors should seek recession-resistance sectors of the economy and try to access their own cash flows.

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Season 2, Episode 35: How Bubbles and False Narratives Made Financial Markets

Published November 25, 2020

With Jamie Catherwood, Author of InvestorAmnesia.com

With the Dow Industrial Average hitting 30,000 on the day of this recording, revisiting historical booms and busts feels particularly timely.

Jamie Catherwood, the author of InvestorAmnesia.com and a self-proclaimed financial history nerd, is a perfect guide to this discussion.

We discuss booms in treasure hunting, bicycles, railroads, breweries, and of course tulips (which it turns out was greatly exaggerated. The guest debunks this).
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