Episode 117:
Larry and I take a deep dive between the AI 2024 market versus the Dot Com 1999-2000 market. Are they similar? Are we in a bubble?
Let’s go beyond the headlines and objectively look at the data and numbers between NASDAQ 1999/2000 and 2024 with regard to levels, P/E ratios, profitability, and closely compare NVDA and CSCO head to head.
An episode not to be missed!
Episode 48: On today’s show I speak with Daniel Lacalle, Global Economist PhD, about macroeconomics and recent events since our last meeting 2 months prior. Daniel is Chief Economist and Chief Investment Officer at Tressis.
Episode 123: Will the markets crash? What is Volmageddon 2.0? There are always investing opportunities! Let’s chat with Thomas Thornton, Founder of Hedge Fund Telemetry and PM of his own hedge fund, about his market analysis and what he foresees for the market next. We discuss macro, market sentiment, and market internals & technicals with…
Episode 39: On today’s show I speak with Michael Kramer, Founder of MOTT Capital and creator of Reading the Markets, an SA Marketplace Service. Michael has over 25 years of experience as a buy-side trader, analysts and portfolio manager. Michael focuses on long-only macro themes and trends, looks for long-term thematic growth investments and uses…
Episode 101: On today’s show I speak with Kristine Cranely, an Investment Advisor Representative and Founder of Noah’s Bitcoin. We discuss the economic and financial landscape and its impact on portfolios and ways to overcome and thrive in all markets with a special emphasis on alternative assets such as BITCOIN. Kristine speaks about Bitcoin mining…
Episode 96: On this beautiful day in September 2023, Michael Kramer of Mott Capital Management and I take a deep dive on the current macro and markets and review the patterns and cycles for our current times and plan for the future. Not an episode to be missed if you want to know what is…
Episode 53: On today’s show I speak with the super brilliant and cool, Michael Kao, a fellow metal head and entrepreneur with over 30 years experience in money management. We speak extensively about capital structures, arbitrage, commodities, investing and our favorite metal bands. This is an enlightening discussion based on the intersection of finance, geopolitics…
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