Press "Enter" to skip to content

Tag: stocks

Season 1, Episode 17: The Coming ‘Melt Up’ in Markets, With David Hunter of Contrarian Macro Advisors

Published September 4, 2019

The market cycle has one final upleg, which will be followed by a historic crash

David Hunter, Chief Macro Strategist at Contrarian Macro Advisors, discusses the current state of the economic cycle and why risk assets have a final upleg left before the onset of the bear market. 

Content:
The Federal Reserve is behind the curve of the economy (2:00), the coming bust (5:00), predictions for bond prices (8:15), the final “melt up” and why it will be “parabolic” (12:29), echoes of 1982 (16:50), the 2020 bear market (19:34) and recovery, which will bring the first inflationary cycle since the 1970s (21:21), favorite places to be in terms of investments (26:45), $10 oil (30:00)

Not intended as investment advice.

Follow David on Twitter

Leave a Comment

Season 1, Episode 13: China and the Everything Bubble, With Kevin Smith of Crescat Capital

Published July 16, 2019

Kevin Smith of hedge fund firm Crescat Capital in Denver joins the podcast to discuss his views on China and other asset bubbles, which he considers ripe for implosion.

China heading into an economic downturn (2:00) and why its currency hasn’t faced any real devaluation, the situation in Hong Kong (3:50) and short HKD trade, the maturing economic expansion in the US (7:37), fiat currency debasement and bullish case for precious metals (11:35), background about Kevin (17:32).

Not intended as investment advice.

Leave a Comment

Season 1, Episode 10: Timeshare Companies: Unloved, Misunderstood, Underappreciated

Published June 17, 2019

Featuring hedge fund manager Michael Kahan of North Peak Capital

Shares of timeshare companies have not done particularly well lately. That is understandable considering the options investors have elsewhere as well as the state of the economic cycle in the US.

This week’s guest, Michael Kahan of North Peak Capital Management, likes one particular stock in the sector. Content: The value proposition (2:33), the stock (3:15), drivers of revenue growth during recessions (6:00), more on the hedge fund (16:30), entry points (19:35).

Leave a Comment