Shows
Kontrarian KornerCatching Up With PauloMacroThis is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comOn Tuesday I had PauloMacro back on the podcast, and we covered everything from oil and precious metals, to geopolitics, market structure, bonds, and the risks he sees in different corners of the market. I don’t always listen to my own podcasts a second time, but I had to go back for seconds yesterday. Listeners will definitely get a lot to think about from this one, whether you are interested in oil, the metals, or a big picture view of fi...2025-06-1201 min
Kontrarian KornerKontrarian Korner #33 - Paulo Macro & Rudy HavensteinLast week I had PauloMacro and Rudy Havenstein on the podcast to discuss financial markets, financial nihilism, and the generational divide. The financial nihilism and generational divide are two big picture topics that I have started to spend more time thinking about in recent weeks. Paulo’s recent post on financial nihilism is why I wanted to record this episode in the first place. If you can make it through Paulo’s opening monologue without wanting to listen to the rest of the podcast, I will be shocked. Podcast Summary* A “turducken of market disasters” coming t...2025-01-211h 05
Kontrarian KornerKontrarian Korner w/ PauloMacroThis is a free preview of a paid episode. To hear more, visit www.kontrariankorner.comThis was one of my favorite podcasts I have recorded so far and I had to go listen to it a second time last night. I haven’t found many investors like PauloMacro that are as good at painting a picture of where we are today in financial markets and where we might be going. If you aren’t able to get enough from his Substack, you can also find him on Twitter.Inflationary recessions create monetary illusions.2024-08-2901 min