SI389: The Market Is Pinned, But Risk Is Growing ft. Cem Karsan & Alan Dunne

SI389: The Market Is Pinned, But Risk Is Grow...

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UGO10: The Fourth Turning Is Here: How to Trade the Regime Shift ft. Neil Howe

Cem Karsan sits down with Neil Howe to examine what a true regime shift means for markets and society. Howe argues that we are deep into a Fourth Turning, a generational winter that historically brings institutional fracture, geopolitical strain, and inflation that reshapes debts ...  Show more

IL46: The Business Model Trap: Why Short Ideas Start in the Real World ft. Mark Roberts

In today’s episode we talk to Mark Roberts, founder of Off Wall Street, a legendary provider of short selling research to hedge funds. Seven months before Enron became the biggest bankruptcy in US corporate history, Off Wall Street published a report recommending the shares be so ...  Show more

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