Capital Markets
Betting On Zero Podcast: Burke goes on Tucker; we talk stablecoins.
In this episode of the Betting On Zero podcast, we talk about the trouble in stablecoin land, whatever that is, and Burke gets his 15 minutes of fame on Tucker Carlson Today. A highly entertaining episode to say the least.
Betting On Zero Podcast: Special guest Anne Stevenson-Yang
Great discussion of Evergrande and the Chinese real estate problem, and of course crypto.
When The Ride Gets Bumpy
Market volatility has returned. How will your portfolio react?
Betting On Zero Podcast, Holiday Episode
John and Burke talk about Scrooge, markets, inflation, and other modern inconveniences. This is a great, fun, and short holiday episode. Enjoy!
Betting On Zero Podcast, New Episode
Latest episode of the hugely entertaining and informative Betting On Zero podcast.
October Surprise: The market was up huge.
Investors tend to get spooked when the tenth month of the year rolls around. While there have been some bad Octobers, most of them offer positive returns. And last month was awesome.
Betting On Zero Podcast is back for Season Two.
In the first episode of Season Two of the Betting On Zero Podcast, Burke and John catch up on three assets that have been radioactive this week: Herbalife, Evergrande, ESG and, of course, uranium.
What's Changed Since 9/11? Just The People Who Were There.
There's been a lot of virtual ink spilled over how much America has changed since 9/11, but it's misleading. The humans who were there have changed. The human experience has not. Snd neither have markets.
Exodus: What happens to asset prices as the world goes into high gear?
The pandemic is ending. What does this mean for asset prices?
Once In A Lifetime Or Same As It Ever Was?
The markets survived the pandemic. Will they survive the cure?
How Can Robinhood Possibly Manage Risk?
The wild gyrations in 'stocks' create risk-management problems for many, but particularly brokers such as Robinhood. How can such firms manage risk when investors don't see any risk at all?
Lessons Learned Investing In Tech, Not Speculating In Tech
This episode of the Betting On Zero podcast is a serious discussion of investing as opposed to speculating. With special guest Martin Hale.
GameStop is almost a modern-day Trading Places. Almost.
The GameStop saga calls to mind the classic Wall Street film Trading Places. Plucky underdogs, rich bad guys, and dollops of social commentary. But there are big differences too.
Short-sellers live on Hobbes Island. Does that make them bad?
The mob is out for short-sellers with torches and pitchforks. Is that fair?Do short-sellers really deserve it or do they just have a different worldview?
Is GameStop The Final Boss Of the Market?
Will the GameStop battle be a 30-for-30 episode or a war movie? Is this just a kerfuffle or is this something new and dark? We cover the GameStop imbroglio, China and much more with special guest Kyle Bass on this episode of Betting On Zero.
Betting On Zero Podcast, Episode 6: Certifiable!
Is it bullish when men wearing animal pelts and antlers take over Congress? The market thinks so. We explore how this is possible. Discussion of interest rates, election, energy, China, and Carl Icahn.
Yes, Bitcoin is volatile. Does that mean you should ignore it?
The price of Bitcoin is volatile. But does that mean you should ignore crypto?
Is Crypto A Currency?
Are cryptocurrencies really currency? It depends on the time horizon.
Goldilocks And The Holy Grail
Is this market too good to be true? It seems like a Hollywood script.
What Is The State Of Bitcoin?
While Bitcoin was questioned for its trading behavior in March 2020, we believe that is explainable by the evolving “state” of Bitcoin. Our analogy is that crypto assets behave like the physical properties of liquid, solid and gas are worth observing to understand the recent trading pattern of Bitcoin.
