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The Big Question Podcast

Updated 8 days ago

Business
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Through the Big Question Podcast, the Capitalist Exploits team is joined by joined by other investors, thought-leaders and entrepreneurs to discuss global game-changing trends and burning investing topics that keep investors up at night.Receive future Big Question conversations right in your inbox: https://capitalistexploits.at/signup/

Read more

Through the Big Question Podcast, the Capitalist Exploits team is joined by joined by other investors, thought-leaders and entrepreneurs to discuss global game-changing trends and burning investing topics that keep investors up at night.Receive future Big Question conversations right in your inbox: https://capitalistexploits.at/signup/

iTunes Ratings

4 Ratings
Average Ratings
4
0
0
0
0

Great topics of discussion... Evertime!

By Justin Ledford - Jun 28 2016
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I absolutely love this podcast and highly recommend you listen to it! These guys are true professionals and teaches incredible insights!

iTunes Ratings

4 Ratings
Average Ratings
4
0
0
0
0

Great topics of discussion... Evertime!

By Justin Ledford - Jun 28 2016
Read more
I absolutely love this podcast and highly recommend you listen to it! These guys are true professionals and teaches incredible insights!
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The Big Question Podcast

Latest release on Apr 23, 2018

The Best Episodes Ranked Using User Listens

Updated by OwlTail 8 days ago

Rank #1: BQP 022: Raoul Pal On Mind-Boggling World Of Global Macro Investing

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In this episode of the Big Question Podcast, I speak to Raoul Pal. Raoul is a world renowned global macro investor, an investment strategist, economic historian, traveler, rum drinker, and co-founder of Real Vision TV, together with Grant Williams.

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Jul 25 2016

35mins

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Rank #2: BQP 020: Brent Johnson Of Santiago Capital On Gold

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In this episode of the Big Question Podcast, I talk to Brent Johnson of Santiago Capital.

We discuss why any sane investor should own gold and how both the dollar and gold can outperform strongly in the unfolding environment of global uncertainty, European bank failures, and a continued unwinding of the USD carry trade.

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Jul 11 2016

43mins

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Rank #3: BQP 021: Harris Kupperman On Trading Crisis Events

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Harris Kupperman (Kuppy) manages Praetorian Capital, a florida-based hedge fund.

In this episode of the Big Question Podcast, Harris and I talk about how he traded Brexit and how you can still profit from the Brexit fallout. I also picked his brains on emerging markets and on asset he thinks is "gold on acid". And Harris shared with me a strategy he's been continuously using to trade crisis events.

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Jul 18 2016

20mins

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Rank #4: BQP 044: Julian Brigden

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In this episode of The Big Question podcast, I speak with Julian Brigden, the co-founder of Macro Intelligence 2 Partners and a market veteran with 25 years of experience.

We discuss the state of the global bond market, Julian's views on the US dollar, what happens when central bankers get what they wanted (case in point: Europe), demographics of Japan, and much more.

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Aug 25 2017

38mins

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Rank #5: BQP 043: Talking Iran With Kiyan Zandiyeh

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This time, I speak with Kiyan Zandiyeh, portfolio manager for the Sturgeon Capital Iran Fund.

We talk about Iran's resources (there's much more to it than just oil and gas), expanding middle class and opportunities that brings, local stocks, and much more.

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Mar 13 2017

46mins

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Rank #6: BQP 042: Entrepreneur Mahdi Kazemzedeh Shares His Perspective On Iran

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I recently spoke with Mahdi Kazemzedeh, the founder and managing director of Afraz Advisers. Mahdi is focused on providing analytical tools and data services on the Iranian oil and gas industry.

Mahdi and I talk about why Iran could be "yuuuge" for investors, the effect of the Trump election onIran, Iran's actual allies, whether Iran is just an energy play or more, why Mahdi is moving his business to Asia, and much more.

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Mar 06 2017

39mins

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Rank #7: BQP 041: Ahmed Tabaqchali On What You Haven't Been Told About Investing In Iraq

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Ahmed Tabaqchali, the CIO of AFC Iraq Fund, talks about Iraq as an investment destination. Why should investors keep Iraq on their investment radars, what to pay attention to when investing in the country, and much more.

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Feb 27 2017

1hr 9mins

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Rank #8: BQP 040: Mikael Syding And The Tools Of An Investing Titan

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In this episode of the Big Question Podcast I speak again to Mikael Syding, the European hedge fund manager of the decade.

Mikael and I dive into the habits of a successful investor, and Mikael shares his tricks and strategies for synthesising ideas and executing on them, being efficient, studying large volumes of information, and more.

We also talk markets. From Europe, European banks, and the future of the euro to why Japan might not be the first market to crack.

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Dec 19 2016

1hr 3mins

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Rank #9: BQP 039: A Conversation With Mark Yusko (Part 2)

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Mark Yusko is CEO and CIO of Morgan Creek Capital.

In this BQP episode, Mark and I discuss a wide range of topics. From OPEC, to European financials, and the US stock market to what Mark is most excited about. We also engaged in a fascinating discussion about the market which Mark really likes (and one that Kyle Bass hates). Then we also talked about a topic which Worth Wray and I have been throwing around and how this could potentially solve an important demographic issue.

You can listen to the first part of the conversation here:

https://capitalistexploits.at/2016/12/mark-yusko-interview-part-1/

If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

Dec 13 2016

31mins

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Rank #10: BQP 038: A Conversation With Mark Yusko (Part 1)

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Mark Yusko is CEO and CIO of Morgan Creek Capital.

In this episode of the Big Question Podcast, Mark and I talk about one emerging market currency that has been smacked and treated like a failed state, the most moronic thing Mark has seen in his entire financial career, a market setup for what will assuredly be a catastrophic outcome, and the one bet that Mark is prepared to make over the next decade with anyone (and I'll gladly join him in this).

If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

Dec 12 2016

33mins

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Rank #11: BQP 037: Brent Johnson Of Sanitago Capital Talks Gold

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Brent Johnson is the CIO at Santiago capital, a fund dedicated to investing in gold and gold equities.

In this podcast, Brent and I discuss headwinds to gold in the short to medium term, strong dollar and what does it mean for gold, the distinction between good inflation vs. bad inflation, why NOT owning gold is simply foolish, and other juicy titbits.

If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

Dec 05 2016

52mins

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Rank #12: BQP 036: Thomas Hugger On Investing In Emerging And Frontier Markets

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Thomas Hugger is the CEO and fund manager at Asia Frontier Capital and a veteran of investing in frontier markets and Asia.

Thomas and I talk about why investors should think twice before investing in India and why he's not so bullish about Sri Lanka at the moment. Thomas also discusses 2 countries he thinks have the most potential, and we also touch upon China's 'One Belt, One Road' policy and what does it mean for Asia.

If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

Nov 14 2016

39mins

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Rank #13: BQP 035: Chris MacIntosh On Hedging Extraordinary Risk

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I spend a lot of time talking to investors around the world, and the majority of them agree: asset prices have never been this distorted... ever.

So the question is, how do you hedge this massive risk?

It's something I talk about in this special episode of the Big Question Podcast.

Specifically, I discuss a strategy some of the world's sharpest investors have very successfully used in the past. And I think it's a strategy you'd do well to employ today.

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Oct 31 2016

11mins

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Rank #14: BQP 034: Chris MacIntosh - Vesper Capital Interview (Part 1)

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I was recently interviewed by Vesper Capital, an FX strategy fund of funds. This is the first part of the interview.

If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

Oct 24 2016

27mins

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Rank #15: BQP 034: Chris MacIntosh - Vesper Capital Interview (Part 3)

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I was recently interviewed by Vesper Capital, an FX strategy fund of funds. This is the final (third) part of the interview.

If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

Oct 24 2016

37mins

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Rank #16: BQP 034: Chris MacIntosh - Vesper Capital Interview (Part 2)

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I was recently interviewed by Vesper Capital, an FX strategy fund of funds. This is the second part of the interview.

If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

Oct 24 2016

30mins

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Rank #17: BQP 033: Chris Mayer On Investing In The 'New Normal'

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Chris Mayer is the investment director at the Bonner family office.

In this episode of the Big Question Podcast Chris and I talk about the perils of index investing, how investors today are increasingly buying stocks and treating them as bonds, why it's harder to say which sector is cheap and which isn't (and what to focus on instead), and investing in frontier markets. Chris also shared two short ideas he took away from the recent Jim Grant's conference.

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Oct 17 2016

33mins

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Rank #18: BQP 032: Daniel Want On Collapsing Collateral, Derivatives, And Systemic Risks

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Daniel Want is the CIO at Prerequisite Capital Management. In this episode of the Big Question Podcast Daniel and I talk about the collapse in collateral in the global system, how derivatives pose systemic risk, constructing investment portfolio that is both resilient AND efficient, and much more.

You can listen to my first interview with Daniel here: https://soundcloud.com/big-question-podcast/bqp-031-daniel-want-on-complex-systems-and-deep-thinking

If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

Oct 10 2016

41mins

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Rank #19: BQP 031: Daniel Want On Complex Systems And Deep Thinking

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Daniel Want is the CIO at Prerequisite Capital Management. In this episode of the Big Question Podcast Daniel and I discuss complex systems and how they really work, how central banks are actually destroying collateral (and why this is so important), indicators that might be telling us the tipping point is near, and much more.

If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

Oct 03 2016

40mins

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Rank #20: BQP 30: Erik Townsend On A Coming Global War

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In this episode of the Big Question Podcast I speak to Erik Townsend, entrepreneur, hedge fund manager, and co-founder of Macro Voices.

We discuss the global commodity cycle, China and Hong Kong real estate market, sovereign bond markets, coming US election, and global geopolitical situation where Erik believes we're potentially headed for an outright war.

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Sep 19 2016

1hr

Play