Podcast
July 18, 2017

Mark Yusko On Gut Instinct (And Why His Says We’re Headed For A Crash)

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Mark Yusko cut his teeth co-managing the endowment portfolio at Notre Dame and then putting…
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Podcast
July 12, 2017

Raoul Pal On Putting Together The Global Macro Puzzle

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 Raoul Pal readily admits he had the good fortune of being in the right…
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Podcast
May 30, 2017

Welcome To The Financial Road Less Traveled

This episode is an introduction to Jesse Felder and his podcast, Superinvestors and the Art…
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Posts
May 18, 2017

Investors Better Hope This Time Really Is Different

A version of this post first appeared at The Felder Report Premium. "This time is…
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Posts
April 6, 2017

Why The Fed’s Latest Stock Market Warning Is More Ominous Than Ever Before

The Fed minutes were released yesterday and there's one sentence everyone is talking about: "Some…
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Posts
February 10, 2017

‘The Triumph of Hope Over Experience’

This post first appeared at The Felder Report PREMIUM on January 6, 2017. Samuel Johnson…
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Posts
January 20, 2017

Will President Trump Prick The ‘Big, Fat, Ugly Bubble’?

A version of this post first appeared at The Felder Report PREMIUM. With economic optimism…
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