63 Episodes

  1. 57. Sequencing Risk: Why The Expected Value Is Not What You Should Expect | Cockroach Strategy (Part 2)

    Published: 6/26/2024
  2. 56. Is the Stock Market Really as Predictable as You Think? Decoding the Cockroach Strategy (Part 1)

    Published: 5/10/2024
  3. 55. Mutiny Funds - The Defense Strategy

    Published: 10/13/2023
  4. 54. Kris Abdelmessih - Alpha is Illusive

    Published: 8/29/2023
  5. 53. Robert Mullin - Upstream Downstream

    Published: 7/27/2023
  6. 52. PJ Pierre & Zed Francis - Are any banks solvent?

    Published: 6/27/2023
  7. Global EQD ’23 Breakdown with Jeff Malec (part 2)

    Published: 6/16/2023
  8. 51. Jared Dillian - Fintwit Bastards

    Published: 4/28/2023
  9. 50. Dr. David Rhoiney - Strategy That Fits

    Published: 4/14/2023
  10. 49. Tobias Carlisle - What is Money?

    Published: 3/28/2023
  11. 48. Zed Francis - Will credit markets be tight or illiquid in 2023?

    Published: 2/13/2023
  12. 47. Tom Morgan - The Morgan Dialectic- STS Model

    Published: 11/29/2022
  13. 46. The Meb Faber Show – Carry, Convexity & The Cockroach

    Published: 10/26/2022
  14. 45. Robert Mullin: Commodities with Carry and Convexity

    Published: 10/12/2022
  15. 44. Travis Kimmel: Competing Time Horizons of Money

    Published: 9/28/2022
  16. 43. Bill Brewster: Road Trips and Scuttlebutt

    Published: 9/14/2022
  17. 42. Sean Wieland: Tax Free Business Exit

    Published: 8/30/2022
  18. 41. Drew Knowles: Yellowstone is Global Macro Trading

    Published: 8/17/2022
  19. 40. Wayne Himelsein: 2022 - Year of Unusual Volatility?

    Published: 8/9/2022
  20. 39. Noel Smith & Darrin Johnson: How to Turn Pro as a Trader

    Published: 7/27/2022

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This podcast is an open-ended exploration of topics relating to growing and preserving your wealth including investing, markets, decision making under opacity, risk, volatility, and complexity.