This episode is long overdue. I've been following the work of Asif Suria for over a decade now and it has proven to be one the best sources of investment ideas I have come across. Asif tracks and writes about everything from predictive insider

#56: Joseph Wang On How The Fed Forever Altered The Investing Landscape

Jun 7th, 2023 1h 3m

My guest for this episode is Joseph Wang. Joseph is one of the most knowledgeable people I’ve come across when it comes to the world of central banking and how it intersects with markets. His experience on the open markets desk at the New York

#55: Ben Hunt On The Big 'Bust Out'

May 24th, 2023 1h 6m

My guest for this episode is Ben Hunt. This is Ben’s second appearance on the podcast. I had the pleasure of first interviewing him a few years ago and if you are not familiar with his work, I encourage you to go listen to that episode in which

#54: Tian Yang On The Virtues Of Variant Perception Versus Unconscious Conformity

Sep 14th, 2022 1h 4m

Variant Perception is an investment research firm founded on the idea that man plus machine beats machine (or man) alone. In an era dominated by passive investing and other purely quantitative strategies with relatively short look back periods

#53: Edward Chancellor On What History Can Teach Us About The True Cost Of Easy Money

Aug 24th, 2022 1h 7m

Known as "one of the greatest financial historians alive," Edward Chancellor has been working in the markets for three decades now; his study of finance theory, speculative bubbles and economics goes back even further. 'The Price of Time,' Edwa

#52: Fred Hickey On 'Keeping Your Head When All About You Are Losing Theirs'

May 11th, 2022 1h 23m

For over 35 years now, Fred Hickey has consistently performed in-depth research into a wide variety of individual stocks and what drives them over the full market cycle. What's more, during that entire span he's distilled his findings into conc

#51: Diego Parrilla On The Three Levels Of The Investment Game

Apr 13th, 2022 1h 30m

This is the third conversation with Diego Parrilla I have published as a podcast but the fourth time I have actually recorded a discussion of ours. The first time Diego was kind of enough to share many of the facets of his investment process, I

#50: Kiril Sokoloff On The Virtues Of Just Watching The River

Mar 30th, 2022 49m 21s

For long-time Superinvestors listeners, Kiril Sokoloff needs no introduction. Last summer, he was kind enough to host me at his home in Sun Valley, Idaho where we discussed much of the framework that makes up the foundation of Kiril's research

#49: Todd Harrison On The 'Trade Of A Lifetime'

Nov 4th, 2021 1h 1m

Todd Harrison is truly one of the good guys on Wall Street. After a career that took him from the Morgan Stanley options trading desk to running a major hedge fund and then starting a financial media business, Todd founded CB1 Capital several y

#48: Jim Stack On Charting A Course Through Stock Market Rapids

Jul 28th, 2021 1h 14m

Jim Stack has been assiduously studying markets in an effort to develop and hone a full-cycle investment discipline since he was first introduced to stock market risk back in the 1973-74 bear market. That experience instilled in him the modicum

#47: David Hay On Balancing Risk Management With Timely Opportunism

Jul 21st, 2021 1h 3m

David Hay has been managing money for over 40 years using a tried and true approach steeped in classic value investing paired with an appreciation for technical analysis that can only be developed through vast experience in the markets. What's

#46: Kiril Sokoloff On Seeking Truth In An Era Of Sophistry

Jul 7th, 2021 56m 55s

For over half a century now, Kiril Sokoloff has not only identified in advance the most significant trends and innovations driving the markets and economy, he has also pinpointed the most attractive investment opportunities afforded by them. As

#45: Michael Oliver On The 'Massive Momentum Structure' In The Stock Market

Jun 30th, 2021 56m 15s

One thing I try to do with this podcast, is to find people who are taking a truly unique approach to analyzing the markets, those taking the "financial road less traveled," as I like to call it. Well, Michael Oliver is surely one of those. Ther

#44: Julian Brigden On The Fed's 'Impossible Trinity'

Jun 23rd, 2021 1h 7m

Julian Brigden is a master of models. In putting together his macro theses, which have presciently called major moves in everything from inflation and the dollar to the most popular manias in the stock market, he carefully studies inter-market

#43: Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’

Apr 21st, 2021 1h 11m

It was just over two years ago Diego Parrilla first joined me on the podcast to discuss his framework for analyzing financial bubbles and what he calls, "antibubbles." You may have noticed that the topic of bubbles and antibubbles has come up i

#42: Adam Rozencwajg On The Speculative Mania In Green Energy Stocks

Mar 10th, 2021 57m 55s

Back in October of last year, I had the pleasure of discussing the "generational opportunity in energy stocks" with Leigh Goehring. At the time, he made a very compelling investment case for the energy sector and, in just the five months since

#41: James Davolos On Protecting Yourself Against A Paradigm Shift In Inflation

Feb 24th, 2021 1h 5m

Perhaps the biggest debate in the markets today is regarding the prospect of inflation. Will the massive fiscal stimulus and money printing of the past year or so, paired with shifting trends in global trade and demographics, result in a secula

#40: Grant Williams On Focusing On What's Important

Feb 10th, 2021 1h 4m

Since starting his newsletter roughly a decade ago and then founding RealVision a few years later, Grant Williams has established himself as one of the preeminent creators and curators of financial wisdom in the world. His keen yet conversation

#39: John Hussman On Navigating One Of The Most Overextended Stock Markets Of All Time

Jan 27th, 2021 1h 22m

At just seventeen years old, John Hussman's introduction to the world of finance was a job hand drawing charts for an investment adviser who liked his handwriting. From that point on, he was hooked on markets. After receiving his PhD in Economi

#38: Danielle DiMartino Booth On The Future Of The Federal Reserve

Jan 13th, 2021 1h

After a successful career on Wall Street, Danielle DiMartino Booth spent years as special adviser to Richard Fisher while he was head of the Dallas Fed. In her role, she provided an invaluable, markets-based perspective to one of the most indep

#37: Keith McCullough On The Power Of Betting On Yourself

Dec 2nd, 2020 1h 1m

At first blush, Keith McCullough may come off as just another brash and cocksure trader. Dig a bit deeper, though, and you'll find a calculating iconoclast driven by a deep desire to both continually improve as an investor and, ultimately, chan

#36: Peter Atwater On The Coming Age Of 'Screwtiny'

Nov 11th, 2020 1h 7m

There are very few truly unique thinkers in the world and almost none of them regularly train their gaze on Wall Street. Peter Atwater is one of those rare few. Whenever a major news story hits the tape, it's Peter's opinion I look to to begin

#35: Leigh Goehring On The Generational Opportunity In Energy Stocks Today

Oct 7th, 2020 1h

You could say that natural resources run in Leigh Goering's blood. The son of two oil and gas engineers, Leigh has spent nearly his entire life studying markets and investments related to commodities. Over the past 30 years, he has become one o

#34: Michael Green On Detecting The Greatest Value In Markets Today

Sep 16th, 2020 1h 3m

Mike Green has been in the right place at the right time for his entire investment career and not just by way of good fortune. Mike has an uncanny knack for finding value in the markets. After jumping into the small cap value game in 1999 and t

#33: Bill Fleckenstein On Profiting From Central Bank Mistakes

Apr 22nd, 2020 1h 9m

It's been three years since I made the trek up to Seattle to interview celebrated short seller Bill Fleckenstein on the topics of, "Central Bankers, Financial Bubbles and White Burgundy." With a global pandemic now threatening to burst these bu