Cover art for podcast Dr Dark After Dark

Dr Dark After Dark

52 EpisodesProduced by Chris DarkWebsite

Each episode we deep dive into a specific macro issue, or have a candid topical discussion with a guest

52 Episodes | 2020 - 2022

#2.4: Tim Boyd (Blueshirt Advisors, ex-Bridgewater) on macro, trading vs investing, volatility and much more

January 11th, 2022

1:16:37

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

#2.3: Carbon Credits - A New Asset Class, with Lawson Steele

December 21st, 2021

1:10:27

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 & …

#2.2: Concentrate to Accumulate, Only When Convicted

December 15th, 2021

56:27

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 …

#2.1: How to Break Bitcoin with Physics - A Thought Experiment

December 5th, 2021

47:14

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 …

#48: Response to MacroVoices #255 Episode on Bitcoin

January 23rd, 2021

1:08:33

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 …

#47: Greg Crennan: Bitcoin Bull vs Bear Debate

November 24th, 2020

1:43:59

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

#46: Marty Bent on Bitcoin and its non-obvious ramifications (why might the Oil & Gas industry become dependent on it?)

November 17th, 2020

1:11:20

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 …

#45: Santiago Velez on Blockchains (Bitcoin, Ethereum, XRP, Enterprise, CBDCs...)

November 10th, 2020

1:14:22

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

#44: @FedupBizOwner on the US Election (recorded 8pm EST Sunday 1 Nov)

November 2nd, 2020

1:22:27

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 …

#43: Callum Thomas on Entrepreneurship & Macro (Founder of TopDownCharts)

October 29th, 2020

1:32:01

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 …

#42: Teddy Vallee (Founder & CIO of Pervalle Global Macro Hedgefund)

October 27th, 2020

1:09:06

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 …

#41: Paul Hodges on Macro, Chemicals, and Innovation

October 22nd, 2020

1:09:38

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 …

#40: Volatility Deep Dive with Jason Buck (Co-Founder & CIO Mutiny Fund)

October 20th, 2020

1:21:28

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 …

#39: Discussions with @TESLAcharts (on Nikola Motor & a deep dive into SPACs)

October 16th, 2020

1:08:09

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

#38: Discussions with Jeff Booth (@JeffBooth), serial entrepreneur, investor, and author

October 14th, 2020

1:18:06

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 …

#37: Discussions with Jeff Snider (Alhambra Investments) - Beyond the USD... Non-linear thinking about the next potential world Reserve Currency

October 8th, 2020

1:16:15

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? 

#36: 'Beyond the Milkshake' with Brent Johnson (Founder Santiago Capital) - how to construct a portfolio based upon a thesis

October 7th, 2020

1:10:45

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


Brent is well known for …

#35: Discussion with Raoul Pal @RaoulGMI (CEO & Co-Founder Real Vision; Founder GMI)

October 1st, 2020

1:17:11

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 …

#34: @FedUpBizOwner on Supreme Court & Election Politics

September 21st, 2020

1:19:53

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

#33: Discussions with Eric Basmajian (@EPBResearch)

September 15th, 2020

1:07:50

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

#32: What is Going on?

September 11th, 2020

1:14:37

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 …

#31: Discussions with Emil Kalinowski (@emilkalinowski)

September 2nd, 2020

1:11:14

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 …

#30: Discussions with Zach Abraham (Principal & CIO of Bulwark Capital Management, host of Know Your Risk Radio)

August 26th, 2020

1:49:08

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

#29: Discussions with Professor Danny Blanchflower (Dartmouth College, MPC member of Bank of England 2006-09)

August 18th, 2020

53:21

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 …

#28: Its Really Hard!

August 14th, 2020

1:04:14

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 …

#27: Discussions with Stirling Cox (@stirlingcox)

August 11th, 2020

53:07

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 …

#26: Discussions with Anth Georgiades (Founder/CEO of Zumper)

August 7th, 2020

1:00:20

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, …

#25: Discussions with @FedUpBizOwner (Part 1 of 'At the Coal Face')

August 4th, 2020

1:03:01

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 …

#24: Discussions with Andreas Steno Larsen (Nordea Global Chief FX & Rates Strategist, @AndreasSteno)

July 30th, 2020

1:07:46

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 …

#23: Discussions with Dr Barton Wang (@Barton_options)

July 23rd, 2020

1:17:19

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 …

#22: Discussions with Tim (Boyd @ApolloTradingSD)

July 22nd, 2020

1:51:25

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 …

#21: More Discussions with Steve (Van Metre)

July 17th, 2020

58:21

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

#20: Discussions with Ryan (Paisey @PriapusIQ)

July 14th, 2020

1:03:52

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 …

#19: Roadmap for the 2020s

July 9th, 2020

1:00:02

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 …

#18: Discussions with Remi Tetot (Real Vision co-founder)

July 6th, 2020

55:16

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 …

#17: Discussions with Tracy (Shuchart @chigrl)

July 3rd, 2020

1:09:30

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

#16: Discussions with Steve (Van Metre)

July 1st, 2020

57:01

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

#15: Millennial xxxx Boomer

June 23rd, 2020

1:41:23

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 …

#14: It's hard!

June 16th, 2020

1:01:17

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 …

#13: And the Fed goes BRRRRRRRRRRRR...

June 13th, 2020

29:26

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 …

#12: Post-Fed flash update

June 11th, 2020

35:58

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

#11: Just Fade It (but hedge!)

June 6th, 2020

1:24:25

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 …

#10: Inflation? An encounter with a legend

May 28th, 2020

58:24

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 …

#9: The D’s

May 23rd, 2020

38:38

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

#8: Relativity and Big Stuff

May 22nd, 2020

54:24

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

#7: Quantum Mechanics and Small Stuff

May 8th, 2020

56:02

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 …

#6: Investing Mistakes

May 5th, 2020

35:34

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

#5: Gold - hot or not?

April 23rd, 2020

42:39

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

#4: Pro Gamers vs Pro Investors

April 16th, 2020

24:27

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 …

#3: We did see it coming, we needed a pin

April 9th, 2020

48:15

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

#2: Gold vs Bitcoin

April 6th, 2020

59:26

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

#1: Bull vs Bear

April 2nd, 2020

46:17

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

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