Dr Dark After Dark

Tim Boyd (Blueshirt Advisors & Blueshirt Plus; ex-Bridgewater) joins me to discuss macro, trading vs investing, volatility, portfolio …

Carbon Credits are a fascinating market & personal investment that I have talked about many times, in this podcast, and on twitter. I am therefore thrilled to have had on Lawson Steele, Head of Carbon & …

I discuss my current framework for concentrated, high conviction, investing; and also the flip side, what learnings I have had when I don't have high conviction investments - as capital still needs to be put to work.

In …

We are back, with Series 2, Episode 1...!

This is meant to be a highly thought provoking Thought Experiment, it will trigger many people, but …

Recently one of my favourite podcasts, MacroVoices, had a discussion between the host Erik Townsend and Mike Green about Bitcoin's role in the Future …

Greg Crennan (@GregCrennan), the CEO of Golden Coast Consultants, joins me to debate Bitcoin - bull vs bear. Greg is quizzing me in this episode, …

Marty Bent (@martybent) joins me to dive deep into the non-obvious ramifications of Bitcoin, its technology and its network. With a deep dive into …

Santiago Velez (@Santiag78758327) joins me to discuss Blockchains, the different types, their interoperability, and what the key features are that …

FedUpBizOwner (@HRGPFOREVER) joins me to discuss the US Election...  We can all probably agree that we want to move on with life, and that having a …

Callum Thomas (@Callum_Thomas) joins me for a journey through his entrepreneurial experience; having founded TopDownCharts in 2016, and building it into a well known independent research firm, with clients across the …

Teddy is one of the new generation of Hedge Fund managers, having setup Pervalle Global in 2018. Pervalle is very much a macro fund ("macro is back, baby!"), investing across all asset classes, and it brings together a …

Super excited to have one of my most favourite macro analysts on the pod. Paul Hodges is a world-renowned expert on the Chemicals industry and Macro …

Jason Buck (@JasonMutiny) joins me for a wide-ranging discussions about the real 'vol' - volatility. Jason is one of the pre-eminent vol experts and …

Well-known Tesla bear, TESLAcharts (or TC), joins me to discuss his interview/podcast with the Founder & ex-Exec Chairman of Nikola Motor, Trevor …

This was a very different, and incredibly enjoyable conversation that really digs into what it takes to be an entrepreneur, emotions, how to hire, how to fail, how to understand that the journey is the destination, and …

Jeff Snider (@JeffSnider_AIP) joins me for a very different type of episode! Beyond the USD... What could a future world Reserve Currency look like? 

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Brent Johnson (@SantiagoAuFund) joins me to go 'Beyond the Milkshake' - and gives a masterclass in portfolio construction

Brent is well known for …

What does it take to realise a life-changing investment, i.e. 100x returns? How can we be ready for the mental challenges, the ridicule from friends …

FedUpBizOwner (@HRGPFOREVER) returns for an episode dedicated to the Supreme Court & Election Politics. FedUp needs no introduction, his first …

Eric Basmajian, a Jedi Master of data, insights, and incredibly clear and well thought out logic joins me to discuss Inflation vs Deflation (deep …

Volatility is back! Nothing too crazy yet, but when stocks are up, AND volatility is up, one has to take note and be more cautious - this was a …

Emil is one of the most articulate free-thinkers in the macro/economics space. This conversation was a real treat for me. I never thought it would …

We welcome Zach Abraham for a wide-ranging conversation about the economy, markets, and politics. We also talk about investing psychology, mistakes, …

Professor Danny Blanchflower (@D_Blanchflower) joins me to discuss the state of the global economy; we touch on many areas including how Central Banks are seemingly incapable of forecasting recessions, and how 'group …

This market is not just hard, it's really hard. Everyone is making mistakes, anyone that says they are not are either lying or deluded. No one can trade this type of market perfectly. Having said this, it's a great …

In the third episode of the 'At the Coal Face' series, Stirling Cox joins me to discuss how COVID has impacted SMBs in the US.

Stirling is the owner of a Call Center in Atlanta, and was previously the President of …

Anth (@anthemos) is a long-time friend, and great entrepreneur, he is the Founder/CEO of Zumper and has grown it over the last 8 years into the largest private rental marketplace in the US & Canada with 80m+ users, …

Franchises contribute about $1 Trillion to the US economy each year, we dive into the state of the Franchise Financing industry with @FedUpBizOwner, an anonymous twitter account who has 15+ years experience dealing with …

Andreas is the Global Chief FX & Rates Strategist at Nordea, he joins me this week for a wide ranging discussion covering GDP data (in real time!), 'V-shape' or not, and a whistle stop tour around all the major …

Dr Barton Wang is an academic, a trader, and a polymath. We cover his approach to trading options, the Treasury General Account (TGA), Central Banks …

Today we welcome Tim Boyd, ex-Bridgewater analyst, and Founder of Apollo Trading Club; a 20 year veteran of macro investing, and must-follow voice on …

We welcome back Steve Van Metre to discuss the latest economic trends, especially inflation vs deflation, the 'fish hook' recovery, stocks vs bonds, …

Ryan Paisey (@PriapusIQ) joins me to discuss many aspects of trading including a tour of all the major asset classes (mentioning several potential long/short ideas), his tips for newer traders, and his new service The …

The 2020s have got off to an explosive / crazy / insane start. Will hard assets be the asset class of the 2020s? We dive into a framework for hard assets & liquidity, and go through the potential dynamics of all the …

Remi Tetot, co-founder of Real Vision, and data guru at Global Macro Investor (GMI) for the last 8 years, joins me for a wide ranging discussion about data, analysis, insights, and how to take these to higher …

Tracy Shuchart (@chigrl) joins me for a candid discussion with no agenda; the conversation meanders between politics, financial markets, investing …

Steve Van Metre joins me for a freeform discussion with no agenda; we cover a variety of subjects ranging from GDP trends, stimulus & politics, …

Fill in the 'xxxx'...

Millennials are already Prime Ministers and in Cabinets across the world (especially Europe), and Millennials have 10x less wealth than Boomers had at the equivalent age (c. 30) - this is a major …

This market is hard, actually it's really really hard. Anyone who says otherwise is either deluded or lying. But it is what it is, and we all have to …

So it's easy right?
The Fed goes BRRRRRRRRRR and stocks go up?
Not so fast curious macro investor!
Lets dive into what really happens, whilst there is an indirect link between the Fed and stocks going up, the real primary …

Shorter episode today, reactions from the Fed Presser, some thoughts on Corona, and a quick dive into the volatility regimes of markets

Did the NFP number wind you up? It shouldn't have, take a step back and think of the big picture.
The #1 question I get asked is what does a potential …

Inflation or deflation? It's the defining question in macro right now. If you can get this right, your core portfolio will do well.
In the medium-long …

Debt, deflation, defaults, demographics, disruption, dollar, democracy, depression, decoupling, deleveraging, dissolution etc... Lots of D words …

What is Relativity? Why is it important? Can it be used in conjunction with quantum mechanics?

What is Quantum Mechanics? How was it discovered, who was involved, what experiments were involved?
How can we talk about QM in non-math(s) speak?
Can …

We all make mistakes, how do we learn from them, pattern recognise and become sharper

Discussion about the current gold market dynamics, bull and bear case, free thoughts when hiking in the hills!

I received some feedback to try an 'off the cuff' episode about something totally new and unique, so I did this whilst hiking as an idea came into my head about how 'Pro' Civilization gamers share a lot of traits with …

How did many (some silent, some vocal) people see the current economic crisis coming, and prepare accordingly?

An hour of comparing two hard assets that have a lot in common, as well as a lot of differences!

What are the bull and bear arguments for the current macro environment?