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| Episode | Date |
|---|---|
|
Pod: Steepening Ahead
|
Dec 08, 2025 |
|
Pod: The Foundry Sisters
|
Dec 01, 2025 |
|
Pod: The Prabowo Pivot
|
Nov 16, 2025 |
|
Pod: Silk Roadent
|
Nov 10, 2025 |
|
A Trillion to Tashkent
|
Nov 07, 2025 |
|
Pod: Low Energy
|
Oct 26, 2025 |
|
Pod: No More SNRL
|
Oct 20, 2025 |
|
Pod: Poor Brian
|
Oct 06, 2025 |
|
Pod: Making Sense of the Junk
|
Sep 15, 2025 |
|
Pod: China's Game Master has Spoken
|
Sep 08, 2025 |
|
Pod: Time for a Risk Review
|
Sep 01, 2025 |
|
Pod: Cupertino Rent-Seeker
|
Aug 25, 2025 |
|
Pod: Beelzebub's Brussels Sprouts
|
Aug 18, 2025 |
|
Pod: The tough lot of the Innkeeper
|
Aug 11, 2025 |
|
Pod: Redemption Song
|
Aug 03, 2025 |
|
Pod: Missing the Gulf
|
Jul 28, 2025 |
|
Pod: Bonds and Bulls
|
Jul 21, 2025 |
|
Pod: Acorn Stock Take: Part 4 - Wash up
|
Jun 30, 2025 |
|
Pod: Acorn Stock Take: Part 3 - Financials
|
Jun 23, 2025 |
|
Pod: Acorn Stock Take: Part 2 EM Edition
|
Jun 16, 2025 |
|
Pod: Still Waiting for 'Samantha'
|
Jun 02, 2025 |
|
The Business of Speed
|
May 24, 2025 |
|
The Day Amazon IPO-ed at $0.08 / share!
|
May 16, 2025 |
|
Pod: A Furry-tail Ending for Waymo?
|
May 12, 2025 |
|
China Thoughts
|
May 07, 2025 |
|
Pod: The Canadian Oil Mafia is Back
|
May 05, 2025 |
|
Pod: Deal Drought
|
Apr 21, 2025 |
|
Pod: Vale Old Chestnut.
|
Apr 14, 2025 |
|
Pod: What next for Mumbai's Mungers?
|
Mar 31, 2025 |
|
Unpacking Coreweave with Craig Coben
|
Mar 27, 2025 |
|
Pod: The Drone Edition
|
Mar 24, 2025 |
|
A Panda and a Squirrel enter a bar
|
Mar 19, 2025 |
|
Pod: Chinese Booze Edition
|
Mar 17, 2025 |
|
Pod: Multi-polarity Accelerated
|
Mar 03, 2025 |
|
Following the Rules with Jerry Parker
|
Mar 01, 2025 |
|
Pod: Saddlebags Redux
|
Feb 24, 2025 |
|
Pod: Hot for Hot Pot
|
Feb 17, 2025 |
|
Pod: Time to Bank on Japan!
|
Feb 10, 2025 |
|
Pod: Like wet SOXX on a Chicken?
|
Feb 03, 2025 |
|
Pod: Tape Bomb Refuge
|
Jan 27, 2025 |
|
Pod: Commodities are not Sardines
|
Jan 20, 2025 |
|
Pod: The 🐿️'s BUSHY™ Hedge Book
|
Jan 13, 2025 |
|
Pod: The 🐿️'s BUSHY™ Portfolio
|
Jan 06, 2025 |
|
Pod: The 🐿️'s Night before Christmas
|
Dec 23, 2024 |
|
Pod: Another Table at the Casino
|
Dec 16, 2024 |
|
Pod: Clipping Emerging Divvies
|
Dec 09, 2024 |
|
Pod: Is Santa getting over his skis?
|
Dec 02, 2024 |
|
Pod: Going nuts with digital payments
|
Nov 25, 2024 |
|
Pod: Hurry boy, she's waiting there
|
Nov 18, 2024 |
|
Pod: Lost Umbrella?
|
Nov 11, 2024 |
|
Pod: Zombie Beta
|
Nov 04, 2024 |
|
Pod: To Boldly Go 🚀
|
Oct 28, 2024 |
|
Pod: Good, Good enough or God,enough!
|
Oct 21, 2024 |
|
Pod: The end of lithium's manic episode
|
Oct 14, 2024 |
|
Pod: Car Company 😉
|
Oct 07, 2024 |
|
Pod: SaaS Unicorns 'X' Glue Factory?
|
Sep 30, 2024 |
|
The Multi Asset Speed Date - Volume 1
|
Sep 25, 2024 |
|
Pod: Contemplating the Defensive Puzzle
|
Sep 23, 2024 |
|
Pod: A mental Doji candle for the 🐿️
|
Sep 16, 2024 |
|
Pod: I'm axed at zero!
|
Sep 09, 2024 |
|
Pod: Batik Shirt Comeback!
|
Sep 02, 2024 |
|
Pod: 'Little Tech' Riding Hood (and the SBC Recyclers)
|
Aug 26, 2024 |
|
Pod: Back in the Straddle!
|
Aug 19, 2024 |
|
Pod: Psst! You're long China anyway!
|
Aug 12, 2024 |
|
Pod: Gasoline Blues
|
Aug 05, 2024 |
|
Pod: Peering through the fog
|
Jul 29, 2024 |
|
Pod: The bonds are watching
|
Jul 01, 2024 |
|
Pod: Red Markets in Red Wine
|
Jun 25, 2024 |
|
Pod: Career Risk and Sirens' Songs
|
Jun 18, 2024 |
|
Pod: It 'AI'-n't Necessarily So!
|
Jun 10, 2024 |
|
Pod: Lurking in the Shadows
|
Jun 03, 2024 |
|
Pod: They think it's all over!
|
May 27, 2024 |
|
Pod: Crop Gear! (Oh, Deere!)
|
May 20, 2024 |
|
Pod: Trending. The 🐿️ and the Turtle.
|
May 13, 2024 |
|
Pod: Losing My Religion
|
May 07, 2024 |
|
Pod: Wheat Kings
|
Apr 29, 2024 |
|
Pod: Dead Generals out, Grandpa's defensives in?
|
Apr 22, 2024 |
|
Pod: April Fool or a Hamlet Moment
|
Apr 01, 2024 |
|
Pod: An evening with Guenther
|
Mar 25, 2024 |
|
Pod: Big in Japan
|
Mar 18, 2024 |
|
Pod: Who dares fade 'The Highlander Effect'?
|
Mar 11, 2024 |
|
Pod: The 🐿️ must be on drugs!
|
Mar 04, 2024 |
|
Pod: Nah mate, I just need to outrun you!
|
Feb 26, 2024 |
|
Pod: Should the🐿️ be bullish (Synthetic) birdsh*t?
|
Feb 19, 2024 |
|
Pod: We have come a long way from Mad Men
|
Feb 12, 2024 |
|
Just waitin' for the maturity wall
|
Feb 05, 2024 |
|
Gonna need a bigger narrative!
|
Jan 29, 2024 |
|
Together in Electric Dreams?
|
Jan 22, 2024 |
|
Weather Porn
|
Jan 15, 2024 |
|
Are we there yet? Thoughts from the road.
|
Jan 09, 2024 |
|
Eyes on Stalks
|
Jan 02, 2024 |
|
Tough times for Financial Justice Warriors
|
Dec 18, 2023 |
|
Now, Sid James and Ueda-San walk into that bar. Carry On?
|
Dec 11, 2023 |
|
Scooby-Doo and Vincent Vega walk into a bar.
|
Dec 04, 2023 |
|
Hear me out! Leveraged Finance, but no marks!
|
Nov 27, 2023 |
|
Sticking the Landing
|
Nov 21, 2023 |
|
Thoughts on Dumb Money (I did it for Cliff)
|
Nov 13, 2023 |
|
Did the Grim Reaper miss his bus?
|
Nov 06, 2023 |
|
Does Halloween have other plans for Santa?
|
Oct 31, 2023 |
|
'Fishy' returns in private markets.
|
Oct 24, 2023 |
|
The Dangers of Extrapolation
|
Oct 17, 2023 |
|
A pensive🐿️ contemplates the energy outlook.
|
Oct 10, 2023 |
|
Seeing Red over Red Tape
|
Oct 02, 2023 |
|
The '60/40' Portfolio doesn't work anymore. The Murdoch Effect.
|
Sep 25, 2023 |
|
Seasonality and the St Leger
|
Sep 18, 2023 |
|
Pennies in front of the Steamroller
|
Sep 11, 2023 |
|
The IPO of 'The House that Covid Built'
|
Sep 04, 2023 |
|
A top in the Indian equity moon shot?
|
Aug 27, 2023 |
|
From ‘The China Syndrome’ to ‘Trading Places’
|
Aug 21, 2023 |
|
Master of the House and Sundae Sprinkles
|
Aug 13, 2023 |