Shows
Do Not Scratch Your EyesDNSYE - MORE BORED OF THE INTERNATIONAL BREAK NONSENSEAs an alternative to international football or watching paint dry your hosts chat on many things with little or no knowledge of any of the subjects. The latest share ownership news is as insightful as Justin's story of Monkey World, Forest, Gardens or Wooded glades! We chat about the revelations in the "Wobbly Obs" from William Troost-Ekong (who we still think shouldn't have ducked!!), Pete and Justin squabble over Boothroyd (yet) again as Justin suggests he might be our second greatest manager ever! We advance to the second stage of the Subbuteo competition and Carl throws his toys so...2024-03-2652 min
Do Not Scratch Your EyesDNSYE - MAPS & LLOYDINHO SPECIAL PART TWOPart Two sees us examining Maps and Lloydinho goals before finding out about both players representing Jamaica and the issues with altitude, rivalries, odd refereeing and heat playing against some big footballing names in the CONCACAF area.The lads choose their best 5-a-side from their playing colleagues – neither choose many defenders and the Maps makes a late sub!!!Pete thinks that a time to pilot a feature is when we have two legends in attendance by trying to recreate “Player In Focus” questions from Shoot magazine (presumably available in the 1970’s!). We cover cars, player f...2024-03-2248 min
Do Not Scratch Your EyesDNSYE - MAPS & LLOYDINHO SPECIAL PART ONEWe chat with Adrian Mariappa and Lloyd Doyley about how they started their careers at Watford “Centres of Excellence” that turned to Academy set ups during their formative football years. Tales of determination, setbacks and fighting back to keep progressing both their individual games as well as their journey to first team football are lessons that todays aspiring footballer could do well to listen to.The importance of seeing the pathway to the first team & how reserve team football was the perfect stepping stone to, eventually first team football. We find out which players was “dropped” for Lloy...2024-03-2148 min
Do Not Scratch Your EyesTWITTER SPACE - BIRMINGHAM CITY 0 - 1 WATFORDWe hear the fan reaction following Tom Cleverley's first game in charge in the away win at St Andrews! We hear from the regulars and some occasional callers before the 5 word and long form reviews, Haikus and Limericks!!COYH!!!!This Podcast has been created and uploaded by Do Not Scratch Your Eyes. The views in this Podcast are not necessarily the views of talkSPORT.Huge thanks to all our Patreons:Chris Giannone,RichWFC2,Steve Holliman,Paul Fiander Turner,2024-03-171h 05
Do Not Scratch Your EyesDNSYE - ANOTHER RANDOM STREAM OF NONSENSE 2 OR MAYBE 3 (we've lost count!)After the Opposition View we just kept chatting about things and went from one subject to another. Carl has a fractured skull and has recently been in a coma but Justin and Pete have no such excuse! Questions from X or Twitter were discussed, the social media turmoil of the last few weeks came up and Pete went off on one again, Protest scarves, Indian, Mangalese and Persian food preferences, what is the vegetable that goes into Mogo, pool diving and the Premier League finance deals came up plus would GT survive the Pozzo era.We...2024-03-131h 00
Do Not Scratch Your EyesTHE OPPOSITION VIEW - Birmingham City (Away)Tom Cleverley is set to lead the team as the Hornets travel to St Andrews but we talk to Sam from Blues Focus to hear about a season that has involved John Eustace, Wayne Rooney, Tony Mowbray for a fortnight (Get well soon Tony btw), a takeover involving an appearance from Tom Brady and Jay Stansfield!The prediction league sees Jarvis learn to talk and John go very Sci-fi on us - and then he starts SINGING!!! Justin is for throwing in the towel but is forced to continue - begrudgingly and then accuses Peter of...2024-03-1233 min
Do Not Scratch Your EyesDNSYE - SUBBUTEO SPECIALPete talks to Helen an artist who specializes in bespoke Subbuteo players via a "whatsapp" voicemail chain about her work and Justin and Pete wonder all over the place (again!) remembering Subbuteo, defunct toy Watford shops, Cigarette lighter and ashtray combination sets, Egg Flip and Soda water dispensers!!!Pete comes up with an overly elaborate plan for a competition (at least it doesn't involve dogs for once thank goodness!) for listeners to help select the kit and player for a unique piece form Helen to design and us to giveaway!!! If you go to our twitter...2024-03-1126 min
Do Not Scratch Your EyesTWITTER SPACE - PART 2 - WATFORD 1 - 2 COVENTRY CITYPART TWOThe second half of the Spaces and all the fan reaction, 5 word and long form reviews plus limericks!!!! After all this we fired Val and off we all went again!Thanks as ever for all the contributions and whatever opinions you hold on our club or the myriad of nonsenses that we end up going off on.COYH!!!This Podcast has been created and uploaded by Do Not Scratch Your Eyes. The views in this Podcast are not necessarily...2024-03-101h 29
Do Not Scratch Your EyesTWITTER SPACE - PART 1 - WATFORD 1 - 2 COVENTRY CITYPART ONEBefore Val was let go and Tom took the hot seat - here is the first part of the reaction to the 1-2 defeat to the Sky Blues. COYH!!!This Podcast has been created and uploaded by Do Not Scratch Your Eyes. The views in this Podcast are not necessarily the views of talkSPORT.Huge thanks to all our Patreons:Chris Giannone,RichWFC2,Steve Holliman,Paul Fiander Turner,Sean Gourley,2024-03-101h 07
Do Not Scratch Your EyesDNSYE - VAL GOES! CLEVS TAKES THE HOT SEAT!In the aftermath of the home defeat to Coventry City we all pondered how long it might be before the Management at the club took steps to prevent the slide in form being replicated on the league table. We spun up an X/Twitter Spaces and took the temperature of what people were thinking late on Saturday night.The Coventry Post Match Phone In pods will be up on SundayCOYH!!!This Podcast has been created and uploaded by Do Not Scratch Your Eyes. The views in...2024-03-1056 min
Do Not Scratch Your EyesTWITTER SPACE - PART 2 - WATFORD 1 - 1 SWANSEA CITYPart 2We hear the rest of the calls form the midweek draw with the Swans with a couple of great debut calls asking for us to consider how we talk to each other online, provide support and also rueing elements of the season.5 word reviews, long forms, haikus and limericks are not all about honey!!!COYH!!This Podcast has been created and uploaded by Do Not Scratch Your Eyes. The views in this Podcast are not necessarily the views of talkSPORT.Huge thanks to...2024-03-0842 min
Do Not Scratch Your EyesTWITTER SPACE - PART 1 - WATFORD 1 - 1 SWANSEA CITYThe reaction to the 1-1 home draw with Swansea also saw a rather disturbing and contentious week thus far of social media commentary. Carlos makes a come back having got out of hospital(thank you everyone for your thoughts and comments) and then we get into half football half social media contention and hopefully put it to bed for a period......oh who are we kidding this is Watford FC!!!As ever a massive thank you to all contributors.COYH!!This Podcast has been created and uploaded by Do Not...2024-03-071h 01
Do Not Scratch Your EyesTHE OPPOSITION VIEW - Coventry City (Home)We chat to our friend David from Coventry who once again dons a quality garment for the occasion. We find out how Coventry have bounced back from play off disappointment but how things aren't too great at the minute, we talk about Sheffield Wednesday and "that" Kasey Palmer incident and agree that one idiot does not define a club, we get onto the Coventry Manager "1 in 10" which is going swimmingly with David doing all the right things, like ignoring the rules, until we get to Boothroyd and then Pete and Justin start squabbling!The Prediction league...2024-03-0729 min
Do Not Scratch Your EyesTHE OPPOSITION VIEW - Swansea City (Home)Luke from Swanscast tolerates Justin swooning over his voice again in order to let us know how their season has gone and how the new manager is coming along. We find out if a former Home Secretary ever did play and manage the Swans plus we discover why Brendan Rogers is 10/10 and Elvis int he Principality during "1 in 10"! The prediction league sees John Jarvis turn in contrasting style videos and the Hornets hopes are pessimistic! COYH!!This Podcast has been created and uploaded by Do Not Scratch Your Eyes. The...2024-03-0433 min
What's Not Priced InLooking for Value on the ASX: Domino's, Cettire, Nick Scali, Commonwealth Bank, CarsalesTo learn about Greg's premium service Fat Tail Investment Advisory go here.For more free research, check out Money Morning Australia.Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved.We provide general financial product advice only. The advice published by Fat Tail Investment Research has been prepared without taking into account your objectives, financial situations or needs. Before acting on our recommendations, you should consider their appropriateness to your specific investment objectives, fin...2024-02-0944 minWhat's Not Priced InStock Markets Hit Record Highs But Is a Correction Coming?In his last appearance on What's Not Priced In, Greg Canavan discussed the Santa rally. Festivities have since dragged into the new year. At the start of December, Greg said this: ‘Everything is about probability. And I think the probability of the Fed or the Reserve Bank pulling off a soft landing when you’ve hiked rates so sharply is quite low. Betting on this rally to continue is a low-probability event.’But the rally continued. Earlier this week, both the S&P 500 and our ASX 200 hit new all-time highs. What gives? And does Greg still...2024-02-0141 minWhat's Not Priced InDoes the Uranium Rally Have Legs | Talking Lithium, Uranium, Iron Ore with Geologist James Cooper2024 could be a crucial year for commodities. So thinks Fat Tail's resident commodities guru James Cooper. And he outlined several reasons why. US election. China stimulus. Rate cuts. Falling US dollar. Rising India. Any of these events can ignite commodities in 2024.James joined Kiryll Prakapenka on this week’s episode of What’s Not Priced In to talk why he’s upbeat about commodities this year. And, yes, we didn’t waste the opportunity to ask James about uranium’s rally. And lithium’s collapse. And iron ore’s dip. Suffice to say, we covered a lot of ground. But t...2024-01-1839 minWhat's Not Priced In'Get Amongst It': 5 ASX Small Caps on Callum Newman's Radar in 2024'Get amongst it.' Don’t get caught up in predictions. Nobody really knows what’s coming this year. Proceed knowing a lot of excellent risk versus reward stocks are out there still. The small cap sector, especially, has ‘heaps of opportunities’. So don’t despair you’ve missed anything. Get revved up. That was Callum Newman’s message on the first episode of What’s Not Priced In for 2024. And it was a cracker. Here’s what else Callum discussed with Kiryll Prakapenka:2023 market lessons and reflectionsOutlook for 2024Why Callum thinks the Fed may cut earlier than the market thinksW...2024-01-1247 minWhat's Not Priced InBull Case for Gold PLUS Brian Chu's 5 ASX Gold Stocks to WatchTo learn about Greg's premium service Fat Tail Investment Advisory go here.For more free research, check out Money Morning Australia.Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved.We provide general financial product advice only. The advice published by Fat Tail Investment Research has been prepared without taking into account your objectives, financial situations or needs. Before acting on our recommendations, you should consider their appropriateness to your specific investment objectives, financial situation and nee...2023-12-1558 minWhat's Not Priced InBull Case for ASX Small Caps With Callum NewmanIn this episode, Kiryll Prakapenka grills Fat Tail's small caps expert Callum Newman about Callum's optimistic outlook for Aussie small caps. Topics discussed: Why Greg Canavan called Callum the 'most positive man in finance' Why Callum thinks 'all the ingredients are there for the Aussie stock market to start firing on all cylinders'How macroeconomic conditions inform (or don't inform) Callum's thinkingLatest retail sales data implies a large, annual real per capital decline in retail turnover of ~4.5%. What is the significance? How much of the soft macroeconomic outlook...2023-11-3052 minWhat's Not Priced InRetail Stocks Ask: Where's the Inflation?In the latest episode of What’s Not Priced In, Greg Canavan and Kiryll Prakapenka discuss:- RBA thinks Australia’s inflation is ‘increasingly homegrown and demand driven’- But are ASX retail stocks saying something different?- What do recent updates from Accent Group, Lovisa, Kogan, Temple & Webster, and Nick Scali suggest?- What is going on with Origin Energy?- High cost of capital is forcing investors to get serious about valuations- Now is a good opportunity for investors who can ‘do their homework’- ‘Inve...2023-11-2348 minWhat's Not Priced InAussie Banks: Buy or Sell?In the latest episode of What’s Not Priced In, Greg Canavan and Kiryll Prakapenka discussed:Whether or not the US inflation data was significantAustralia’s historic wages growth and what it means for interest ratesValuations of the Big Four banksThey look cheap, but there’s more to itOutlook for cashed up Aussie gold minersUnappreciated insights from the RBA’s latest StatementHigh mortgage repayments don’t tell the whole storyAccumulated savings offsetting RBA’s rate hikes To learn about Greg's premium service Fat Tail Investment Advisory go here.For more free research, check out Money Morning...2023-11-1645 minWhat's Not Priced InMarket Still Mispricing Risk of RecessionTo learn about Greg's premium service Fat Tail Investment Advisory go here.For more free research, check out Money Morning Australia.Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved.We provide general financial product advice only. The advice published by Fat Tail Investment Research has been prepared without taking into account your objectives, financial situations or needs. Before acting on our recommendations, you should consider their appropriateness to your specific investment objectives, financial situation and nee...2023-11-0941 minWhat's Not Priced InThis is Not A Capitulation Low. After the Rally, More Pain AheadIn this episode of What's Not Priced In, Greg Canavan and Kiryll Prakapenka provide an in-depth examination of the 2023 market to date. They discuss the nuances that suggest this isn't the capitulation low that many are anticipating. Leveraging data-driven insights and expert interviews, the episode offers a thorough analysis for those looking to understand the current market dynamics and what lies ahead in 2023 and beyondWe encourage viewers to subscribe for regular market insights and analysis. For any questions or topics you'd like covered in future episodes, please leave them in the comments section.2023-11-0255 minWhat's Not Priced InUS Economy About to Hit the Wall? | Lacy Hunt's Warning and the 2023 Global Asset StandoutGreg Canavan dives into the current state of the major US and Aussie stock indices in this episode of What’s Not Priced In... The prevailing downtrends are signaling a significant shift, with tight monetary policy already impacting market liquidity.And it’s only just starting. Lacy Hunt’s latest quarterly outlook shows you the US economy is about the hit the wall. This is crucial analysis because despite the recent market weakness, Lacy’s big picture views are certainly not priced in. Prepare for an in-depth exploration as I share key excerpts from his report...2023-10-2647 min
Jeffrey K Lyons Narrative Wars24 OCT 2023 - Gaza Hospital Narrative War Begins, Week 2 with No Speaker of the House, Disney Empire in Financial Collapse, Climate Activists Want you to Live Where?The Gaza Hospital Narrative War has begun with a war of words and images. You would be shocked to find out who CNN sides with. The US Congress remains without a Speaker, will there be a breakthrough this week? Trouble in the Mouse’s House – The entertainment empire known as Disney is collapsing and they still do not seem to be self-aware. You would not believe where climate activists want you to live, for the sake of achieving net-zero goals.
Children Becoming Ammunition in Narrative Battle Between Israel & Hamas |
Vantage with Palki Sharma / Oct 13, 2023
https://www.yout...2023-10-2449 minWhat's Not Priced InUncovering Opportunities: Junior Miners Firesale! With Geologist James Cooper | What's Not Priced InReady to explore hidden gems in the world of junior miners? Join me in this episode as I interview James Cooper, Fat Tail Investment Research's resident geologist and seasoned commodities expert.James and I delve into the current firesale of junior miners in Australia, dissecting the opportunities and potential risks. Is now the opportune moment to make a move? Find out in this episode of What's Not Priced In.Topics covered in this episode:- The dynamics driving the firesale of junior miners.- James...2023-10-1936 minWhat's Not Priced InWhat’s Not Priced In Special Episode: ‘If I Wanted To Destroy An Economy…’In this special episode of What’s Not Priced In, Greg shares a recent interview he did with South Australian Senator Alex Antic that has previously only been available to our paying subscribers. With another example of the absurdity of the Net Zero push coming from AI, Greg believes it’s time to really drill into whether there is in fact a sound agenda behind this nonsensical energy transition. Enjoy…To learn about Greg's premium service Fat Tail Investment Advisory go here.For more free research, check out Money Morning Australia.Check out...2023-10-1232 minWhat's Not Priced InWhat's Not Priced In EP20: Stocks: Get ready for a bounce, not a bottomMarket jitters. Bond sell-offs. Extreme fear. Rising volatility. Panic at the disco? Panic or not, it’s certainly getting exciting. In the 20th episode of What’s Not Priced In, Greg Canavan and I cover the latest moves in the bond market, the Reserve Bank’s latest decision, fearful market sentiment, and the outlook for key commodities. Greg thinks markets are not at a capitulation low just yet and more volatility is in store. So is this a time for panic? Not necessarily. For the steadfast investor, now is a great time to look for discounts. To learn ab...2023-10-0536 minWhat's Not Priced InWhat's Not Priced in EP19: Major Stock Indexes Breaking DownOnly 40 stocks in the ASX 200 are in the green this month. The rest are either neutral or in the red. Some, like Star Entertainment, are hitting all-time lows in September. Others, like Lake Resources and Brainchip, are registering new 52-week lows. Markets are blaming rising bond yields. So where do things stand? Will interest rates remain ‘higher for longer’ and further depress stock valuations? Or will the economy buckle under the high-interest rate regime, forcing central banks to cut rates? And will that really be a boon for markets (hint, no, it won’t). Are we entering a new bear m...2023-09-2850 minWhat's Not Priced InWhat's Not Priced In EP18: The Fed is About to Be BlindsidedThe US Fed held rates steady but flagged more tightening ahead. And markets finally caught on that the central bank is deadly serious about taming inflation. So are we entering a new era of 'higher for longer' interest rates? As Greg Canavan and I mentioned before, when consensus forms in markets, it pays to listen to your inner contrarian. Rising bond yields suggest investors are more confident inflation can return to target without a sharp slowdown. But how confident should investors really be? As Milton Friedman once said, it takes time for inflation to be cu...2023-09-2245 minWhat's Not Priced InWhat's Not Priced In EP17: Interest rates, Lower and Sooner?Is inflation re-accelerating? Will rising oil prices push central banks to raise rates further? Is a recession now unlikely? And are markets overvalued? These are the meaty questions we grappled with this episode. As for what's not priced in? Recession remains a risk the market continues to under-price, at its peril. To learn about Greg's premium service Fat Tail Investment Advisory go here.For more free research, check out Money Morning Australia.Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch All content is © Fat Tail Investment Research Pty...2023-09-1450 minWhat's Not Priced InWhat's Not Priced In EP16: A Huge Hole Found in the Energy TransitionIn this week’s episode of What’s Not Priced In, I interview data scientist Aiden Morrison. Aiden has been making waves on Twitter recently by digging into CSIRO and AEMO data to expose some major flaws in the energy transition. I was intrigued by his findings and asked him to come on and share what he has discovered. Without wanting to sound hyperbolic, the information will shock you. It is simply astounding that Australia is undertaking such a momentous shift in its energy policy without proper costings being done. If you are concerned for the future of this coun...2023-09-0849 minWhat's Not Priced InWhat’s Not Priced In EP15: Australia's Era of Energy PovertyEarnings season is nearly over but everyone is talking about inflation. The latest monthly CPI reading came in lower than expected, and the market reacted well. But is this warranted? And what's the bond market telling us? Inflation IS cooling, but at hte expense of households. The US consumer is running down their savings and the amount Aussie households are putting into offset accounts is at multi-year lows. We then look at two big Aussie stocks -- Harvey Norman and Brambles. Are both overvalued? Finally, we turn to the energy transition and its costs. Greg ex...2023-09-0146 minWhat's Not Priced InWhat's Not Priced In EP14: When to Sell Stocks (It's Not Easy)What an episode we have for you this week -- filled with lots of stock analysis and hard-earned wisdom. Today, we assess the winners and losers of the reporting season so far. We profiled Coles, Woollies, Altium, WiseTech, Carsales, Data3, and Hub24. Even Domino's gets a mention -- the tech stock disguised as a pizza merchant. Or is it a pizza merchant disguised as a tech stock? Anyway! We then turn to one of the most important questions of them all -- when to sell stocks. Using his recent sell decisions as examples, Gre...2023-08-2457 minWhat's Not Priced InWhat's Not Priced In (BONUS EPISODE TWO): Net Zero Insanity with Cory BernardiIn this special ‘bonus’ series of What’s Not Priced In, I look at the cost and implications of Australia’s energy transition from an economic and political perspective. In general, this transition is blindly accepted as being inevitable, but there are few discussions around what it actually means and whether it makes sense or is even possible to shift to a renewables only economy. In this episode, I talk to Rob Parker, founder of Nuclear for Climate Australia. Rob uses the example of Ontario, Canada, as a model for Australia. The province has significant nuclear...2023-08-2335 minWhat's Not Priced InWhat's Not Priced In EP13: AVOID: ASX Iron Ore Stocks In Structural DeclineHuge debt, ageing population -- is China past its peak? So ran a recent headline in The Australian. And usually when such headlines hit the front pages, the news is priced in. This episode, Greg and I assess the worries surrounding China's ailing economy. Do Aussie investors have anything to fret about? You'll have to watch the full episode, but Greg did warn the iron ore miners could see a downgrade cycle from here. We then discussed the overall market, pointing out that when valuations are stretched, it doesn't take much for things to snap. We ended with advice...2023-08-1734 minWhat's Not Priced InWhat’s Not Priced In EP12: The Momentum Trade Is Breaking DownDisinflation versus deflation. Momentum versus fundamentals. Price versus earnings. Today's episode is all about contrasts. We discuss the diverging economic fortunes of the US and China, momentum trading pulling valuations away from fundamentals, and the stagnant Aussie market. Greg then explains why commodities still offer long-term value, exploring some unloved but enticing mining services stocks. And finally, when the market is dull, pick up a book!2023-08-1150 minWhat's Not Priced InWhat's Not Priced In: Net Zero Insanity (BONUS EPISODE)In this special ‘bonus’ series of What’s Not Priced In, I look at the cost and implications of Australia’s energy transition from an economic and political perspective. In general, this transition is blindly accepted as being inevitable, but there are few discussions around what it actually means and whether it makes sense or is even possible to shift to a renewables only economy. In this episode, I talk to Rob Parker, founder of Nuclear for Climate Australia. Rob uses the example of Ontario, Canada, as a model for Australia. The province has significant nuclear energy, no coal...2023-08-081h 14What's Not Priced InWhat's Not Priced In EP11: Aussie Stocks More Expensive Than You ThinkThere is no such thing as a free lunch. So don’t feast if you’re not prepared to foot the bill. With the market betting on a soft landing despite high interest rates winding their way through the economy, are markets expecting a free lunch? And are they prepared for when the bill comes due?In today’s episode, we discuss the outlook for interest rates, stretched stock valuations, the significance of the low equity risk premium, US tech stocks, and moves in the energy market.What’s not priced in? The cost of lunch. 2023-08-0343 minWhat's Not Priced InWhat's Not Priced In EP10: How to Value StocksIt's the stock valuation special! Two weeks ago we said we'd do an episode on valuation methods if viewers were interested. After leaving many enthusiastic comments, it looks like you were. So, here it is! In this episode Greg and I tackle one of the biggest questions of them all -- what is a stock worth? And how do you value it? Enjoy! To learn about Greg's premium service Fat Tail Investment Advisory go here.For more free research, check out Money Morning Australia.Check out our YouTube Channel https://www.youtube.com/@Fa...2023-07-281h 00What's Not Priced InWhat's Not Priced In EP9: Look Out! Aussie Stocks AREN’T CheapIn this week’s episode, I talk to Katana Asset ManagementPortfolio Manager Romano Sala Tenna. Katana has generated long termoutperformance (resulting in significant compounding effects) and is currentingsitting on a 35% cash weighting. He explains why they are cautious on themarket right now and what it would take to put that cash to work. As well asdiscussing the current state and outlook for markets both here and in the US,we discuss the process behind the fund’s long term outperformance, and touch on2023-07-2156 minWhat's Not Priced InWhat's Not Priced In EP8: CPI HeadfakeAustralia has a new Reserve Bank governor! But don't let that distract you from what matters. This episode, we ponder the the implications of the positive inflation data in the US. The key question is the cause behind the disinflation -- falling aggregate demand or normalising supply? The former doesn't bode well for markets. We then discussed the divergence between market fundamentals and stock valuations with real yields still high but stocks rising. The market always looks ahead, but how far is too much? Greg then takes us through some gold stocks, ending on a general discussion of his...2023-07-1447 minWhat's Not Priced InWhat's Not Priced In EP7: Market's Asleep To Jaws of Death?In today’s episode. Greg and I struggle to find the right analogy to explain the bullish sentiment over in the US. Are investors asleep at the wheel hurtling toward a hard economic reality? Greg thinks tech valuations are overstretched and his chart of the week illustrates why.Turning to Australia, we discussed the much more grounded sentiment of Aussie investors. And that’s no surprise – the ASX 200 has gone nowhere in two years. We also covered the weakening Aussie dollar and the outlook for key commodities like copper and iron ore as China’s economic recovery continue...2023-07-0746 minWhat's Not Priced InWhat's Not Priced In EP6: Gold Price Mystery ExplainedThe determining factor behind the gold price and what it says about the outlook for gold. Why real rates matter. The latest inflation and retail sales data. Retail stocks rebounded this week, but don't get too excited the bottom is in just yet. And we look at two stocks selling cheese and chicken. One of the stocks hasn’t aged nearly as well as a good Cheddar.To learn about Greg's premium service Fat Tail Investment Advisory go here.For more free research, check out Money Morning Australia.Check out our YouTube Channel htt...2023-06-3054 minWhat's Not Priced InWhat’s Not Priced In EP5: ASX Correction, Liquidity, Rate Cycle LessonsRecent profit downgrades suggest an ASX market correction is imminent. Forward orders are signaling a slowdown in business conditions. A prominent magazine cover serves as contrarian indicator inflation peak is already priced in. Why the stock market usually rises during a rate hiking cycle … and why it falls when the cycle eases. And a ‘nerdy’ liquidity equation explains why US stocks are still on a bullish run … despite everything.To learn about Greg's premium service Fat Tail Investment Advisory go here.For more free research, check out Money Morning Australia.Check out our YouTube Ch...2023-06-2355 minWhat's Not Priced InWhat’s Not Priced In EP4: Extreme Greed, Aussie Mortgage Cliff, Neglected REITsWhat’s Not Priced In EP4: Extreme Greed, Aussie Mortgage Cliff, Neglected REITsFear & Greed Index hits extreme greed level despite narrow tech rally: correction looming? May Aussie unemployment down but 'woeful' labour productivity suggests businesses will shed workers to preserve margins. Markets are underpricing impact of Aussie mortgage cliff. And the neglected -- and contrarian -- potential of property trusts.To learn about Greg's premium service Fat Tail Investment Advisory go here.For more free research, check out Money Morning Australia.Check out our YouTube Channel https://www.youtube.com/@Fat...2023-06-1648 minWhat's Not Priced InWhat's Not Priced In EP3: Recession, Rate Hikes, Aussie BanksWhat's Not Priced In EP3: Recession, Rate Hikes, Aussie BanksThe Reserve Bank's historically rapid hiking cycle risks breaking things as the Aussie yield curve inverts. Ominous labour productivity numbers spell gloom for the unemployment rate. Spotlight on Qantas and Seek. And does Commonwealth Bank warrant its premium?To learn about Greg's premium service Fat Tail Investment Advisory go here.For more free research, check out Money Morning Australia.Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch All content is © Fat Tail Investment Research Pty Ltd...2023-06-0946 minWhat's Not Priced InWhat's Not Priced In EP2: Commodities, China, and Coal StocksBond market saying Aussie economy heading towards recession. The resolution of the debt ceiling impasse may lead to a liquidity crunch. Bob Farrell's seventh rule of investing and the tech rally. Are markets wrong on China? And are coal stocks good value or value traps?To learn about Greg's premium service Fat Tail Investment Advisory go here.For more free research, check out Money Morning Australia.Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved.W...2023-06-021h 04What's Not Priced InWhat's Not Priced In EP1: Nvidia, AI Hype, and Interest Rate BetsTech stocks are surging. Nvidia nears a trillion-dollar valuation. AI hype grows. But is this all largely priced in? While the tech sector rallies, the retail sector struggles. Are consumer discretionary stocks set for further pain? And why are markets wrong about interest rates.To learn about Greg's premium service Fat Tail Investment Advisory go here.For more free research, check out Money Morning Australia.Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved.We...2023-05-2653 min
The Terrace Scottish Football PodcastThe Boohoo Man's Police-Hating WeekendCraig Fowler is joined by Tony Anderson and, making her flagship show debut, Amy Canavan to talk through the weekend's top-flight fixtures.
Why were Hearts so crap in that opening 45 minutes?
The new Ross County signings who impressed
John Souttar's horrendous debut
Joel Nouble being the largest of big handfuls
Kerr McInroy impressing on maiden Rugby Park bow
Ian Harkes losing the head
The negativity of St Johnstone's tactics (no surprise there)
Do Hibs have the next David Murphy?
Are St Mirren going to be a really good team to watch this year?
Liam Kelly's ridiculousness
Were Aberdeen good or...2022-08-011h 20
Fat Tail Investment PodcastThe Bear Market Survival Guide With Greg CanavanThe Bear Market Survival Guide With Greg CanavanGreg Canavan is the editor of the Fat Tail Investment Advisory. He joins Callum today to discuss how to approach the tough current market conditions...and why he's so excited as a stock picker. That’s because bear markets deliver the best value! If you're keen to don your contrarian's hat and start shopping for cheap stocks, tune into Greg today! You can also access his special report…⏱️⏱️VIDEO CHAPTERS⏱️⏱️00:00 Callum Intro01:22 Greg Canavan : The Bear Market Survival Guide 🔔 Subscribe for more tips just like thi...2022-07-2650 min
ChrononautsSouls, Beasts and Squids | Chrononauts Episode 28.2Containing matteres in which vars. Elements of the Skull are continued from the Previous part in a Fashion that includes the Metaphysical, the Mysterical and the Tragical.
Timestamps:
Amado Nervo - "The Soul Giver" (1899) (0:00)
George Schuyler - "The Beast of Bradhurst Avenue" (1934) (40:00)
Edward Page Mitchell - "Old Squids and Little Speller" (1885) (1:36:25)
Bibliography:
Canavan, Gerry and Link, Eric Carl - "The Cambridge History of Science Fiction" (2019)
Delany, Samuel R - "Silent Interviews: On Language, Race, Sex, Science Fiction and Some C...2022-07-232h 01Fat Tail Investment PodcastCycle Timing and Energy Stock OpportunitiesCycle Timing and Energy Stock OpportunitiesInvestment advisor Greg Canavan joins Callum on the podcast to discuss his contrarian and profitable call on coals stocks and the outlook for energy shares in general. You’ll also discover the implications for Australia from what Greg calls our “China divorce”. (You can also see Greg’s in depth report on that here https://pro.fattail.com.au/p/xasmschina21/WSMSXA04/?h=true .) Plus Callum reveals a historic indicator to time the business cycle. You just need to look UP! Plus more…Sign Up to: https://signup.rumrebellion.club/18471...2021-10-2641 min
Destination On The LeftInsights from the Destinations international 2021 Annual Convention (Part Two), with Nicole MahoneyFor this second episode in a special three part series of Destination on the Left episodes, I visited the Destinations International 2021 Annual Convention and spoke with several attendees who are experts in the travel and tourism industry. These guests shared remarkable insights in their mini-interviews, and our conversations were focused on the bright spots and silver linings they were able to discover during this unprecedented and challenging period of global pandemic. The brilliance each of these leaders shared is certain to be invaluable as we continue to navigate the pandemic. In this episode, you’ll hear from thes...2021-08-2536 min
Money Morning PodcastRyan Dinse and Greg Canavan on New Money and the Changing Financial SystemThe Changing Global Financial System & New Money Rules with Ryan Dinse and Greg Canavan. Lachlann Tierney sits down with Editorial Director Greg Canavan and Editor Ryan Dinse to discuss how crypto fits into the global financial system, which they argue became irreparably broken during the GFC. They also discuss a new project they've been working on for the better part of the last year. Watch the online summit - New Game: Ideas, Strategies and Hacks for a New Money World. Here: https://pro.portphillippublishing.com.au/m/17849102021-05-0424 min
Bonner Private Research Podcast18 - Greg Canavan on COVID, Life at Zero and a look at the Australian economy in 2021In this week’s episode of the Bonner Private Research podcast, I’m joined by Greg Canavan, author and editor in chief Greg Canavan’s Investment Advisory.I recently catched up with Greg to talk about all things COVID-related. We also took a deep dive into surviving and thriving in what Greg calls “Life at Zero”, referring to the real interest rate environment, and what that spells for investors. Plus we unpacked some key themes from his recently-released book You, Your Brain and the Stock Market, in which Greg draws on some lessons from the stoics, among others, in learnin...2021-03-1946 min
Bonner Private Research Podcast18 - Greg Canavan on COVID, Life at Zero and a look at the Australian economy in 2021In this week’s episode of the Bonner Private Research podcast, I’m joined by Greg Canavan, author and editor in chief Greg Canavan’s Investment Advisory.I recently catched up with Greg to talk about all things COVID-related. We also took a deep dive into surviving and thriving in what Greg calls “Life at Zero”, referring to the real interest rate environment, and what that spells for investors. Plus we unpacked some key themes from his recently-released book You, Your Brain and the Stock Market, in which Greg draws on some lessons from the stoics, among others, in learning to master...2021-03-1946 min
Dice Populi - A Tabletop Roleplaying Anthology SeriesChapter 40: Voices in the DeepLocked & Loaded, Part IV [Dicey Waters]
Enigmatic chants draw Kalt, Bait, Maeve and Jedda deeper and deeper into Crinklesnoot Cavern; maybe they'd have been safer staying with Greg... or was it Grill?
The updated DicePopuli.com is here! It has links to our new Patreon, Discord, and an intro episode for new listeners!
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Chosen On...2021-02-1755 min
Weatherboard and Iron with Barnaby Joyce and Matt CanavanEpisode 11 - Matt Canavan and Greg Sheridan on the Coronavirus and globalisationIn my latest podcast I talk to Greg Sheridan, the foreign editor for The Australian, about how coronavirus will end globalisation as we know it. We talk about why we need to get back to manufacturing in Australia, and how this will all impact our place in the region.2020-04-2441 min
Eater's DigestWhat to Eat, Watch and Cook This FallWith fall looming large around the corner, it’s time to bid farewell to summer and all the wonderful things that includes. But take heart in knowing that not all hope is lost. There’s plenty of good stuff on the horizon this fall, which, we’d argue, is the most exciting season for new restaurants, cookbooks and food-focused TV.Eater restaurant editor Hillary Dixler Canavan, pop culture editor Greg Morabito and managing editor Ellie Krupnick joined Amanda to talk about the season’s most highly anticipated restaurant openings, food TV premieres and forthcoming cookbooks. Daniel is on vacat...2019-09-0634 min
The Bookworm PodcastSeason 2 Episode 31: A Dragon On the CoverEd talks about Iron Ghost by Jen Williams. Ninfa gets excited by Trudi Canavan's Priestess of the White. We talk to Greg Byrne about his book, Nine Planets.
All recordings are issued under official license from Fab Radio International. The Bookworm is a Truly Outrageous Production.2014-12-1500 min