Shows
The Covered Call Podcast PodcastRick Rule: Globalism Is Dead - Here’s How to Plan Your Next MovesIn this engaging conversation, Rick Rule shares his insights on the current economic landscape, touching on various themes such as the importance of understanding market dynamics, the role of optimism in investing, and the necessity of adapting investment strategies to changing geopolitical contexts. He emphasizes the significance of generating utility for others and the need for investors to be proactive in their approach, while also addressing common mistakes made by investors. The discussion also delves into the oil and gas market, the future of commodities, and the importance of dividends in investment strategies. This is a...
2026-01-231h 35
The Covered Call Podcast PodcastFlorian Strauf: The Hidden Cost of Playing It SafeIn this episode of The Covered Call, we reconnect with Florian Strauf, a previous guest, to discuss our and his journeys towards financial independence and the various projects we are currently pursuing. The conversation touches on the importance of financial freedom as a pathway to personal freedom, and how their podcast has evolved over the past year. They share insights on the power of networking and warm introductions in building relationships and expanding their guest list, emphasizing the value of personal connections in professional growth. This is a public episode. If you would like to discuss...
2026-01-162h 01
The Covered Call Podcast PodcastStephan Kinsella: Rethinking Property, Power, and the StateIn this conversation, Lovis Kauf and Jason engage with Stephan Kinsella, a prominent libertarian theorist, to explore the principles of libertarianism and anarcho-capitalism. They discuss the implications of intellectual property laws, the nature of the state, and the concept of aggression in relation to property rights. Kinsella argues that the state inherently commits aggression and that true freedom is rooted in individual rights and the pursuit of happiness. The discussion also touches on the future of liberty in the context of technological advancements and the potential for a post-scarcity society. Kinsella emphasizes the importance of empathy and cooperation in...
2025-12-191h 33
The Covered Call Podcast PodcastEric Yeung (KingKong9888) on Silver Shortages, De-Dollarization and the Birth of a Parallel Gold StandardEric Yeung (@KingKong9888) discusses the shifting dynamics between the East and West, particularly in the context of precious metals like gold and silver. He highlights the growing trend of de-dollarization among nations, the increasing importance of physical gold as collateral, and the implications of stablecoins in the global financial system. Eric also delves into the paper versus physical gold market, emphasizing the discrepancies and potential risks involved. The discussion culminates in a forward-looking perspective on the future landscape of global finance, particularly regarding the role of digital currencies and the evolving economic strategies of nations. This...
2025-12-121h 30
The Covered Call Podcast PodcastJayant Bhandari: The West Has Forgotten That Freedom Requires OrderIn this episode of The Covered Call, we sit down again with Jayant Bhandari — one of the most provocative and intellectually fearless thinkers we’ve had on the show.In our first conversation, Jayant challenged us to rethink freedom, truth, and the cultural foundations of civilization. Since then, we’ve joined him in Vancouver at his Capitalism & Morality conference — where voices like Rick Rule, Maxime Bernier, Stephan Kinsella, and Amy Wax pushed the boundaries of honest debate.In this new episode, Jayant expands on those ideas — warning that the West is moving toward instability and civil conf...
2025-11-141h 42
The Covered Call Podcast PodcastDoomberg on the End of Empire and the Seeds of a New BoomIn this conversation, Doomburg discusses the current geopolitical landscape, focusing on the war in Ukraine, the economic implications of sanctions, and China's strategic maneuvers in the global arena. The dialogue explores the potential collapse of the European Union, the role of energy in shaping international relations, and the cultural narratives that influence public perception. Doomburg emphasizes the importance of resilience and adaptation in the face of these challenges, while also introducing a new cultural initiative aimed at reinvigorating classic literature. This is a public episode. If you would like to discuss this with other...
2025-11-071h 27
The Covered Call Podcast PodcastDeborah Lehr on Freedom, Power, and the Politics of Global TradeIn this conversation, Deborah Lehr shares her extensive experience in US-China relations, trade negotiations, and her insights on green finance and biodiversity. She discusses the evolution of the WTO, the geopolitical shifts affecting global power dynamics, and the importance of cultural heritage and environmental preservation. Deborah emphasizes the emerging opportunities in the Middle East and the role of individuals in making a significant impact in global affairs. The discussion highlights the interconnectedness of economic growth, environmental sustainability, and cultural heritage preservation. This is a public episode. If you would like to discuss this with other subscribers...
2025-10-261h 23
The Covered Call Podcast PodcastMaxime Bernier: Liberty Is the Cure for a Failing WestIn this episode of The Covered Call, we sit down with Maxime Bernier — former Canadian cabinet minister, founder of the People’s Party of Canada, and one of the few politicians who’s actually walked away from power to defend principle.Maxime spent over a decade inside Canada’s political machine before saying enough was enough. In this conversation, he breaks down why the West is in decline — not just economically, but morally and philosophically — and why liberty, not bureaucracy, is the only real cure.We talk about:* The coming monetary reset and why gold wil...
2025-10-171h 09
The Covered Call Podcast PodcastThe Arithmetic of America: Rick Rule explains the Dishonest DefaultWe’re back with one of our favorite guests — Rick Rule — just as gold crosses $4,000 an ounce.Last time Rick joined The Covered Call, Bitcoin had hit $100,000. This time, he’s back to explain why the arithmetic of America no longer adds up - and why that’s great news for people with real skills.Rick argues that what’s coming isn’t an honest default, but a dishonest one - a slow erosion of purchasing power disguised as stability.But instead of despair, he offers a blueprint for thriving in chaos:“People who deliver real...
2025-10-101h 10
The Covered Call Podcast PodcastEnergy Is the Invisible Infrastructure of Freedom - David Fishman explainsWhat does energy have to do with freedom? More than you might think.We sat down with David Fishman, an American who is a longtime China resident, energy consultant, and writer of Crossing the River by Feeling the Stones. David has spent over a decade inside China’s transformation, advising multinationals on nuclear, renewables, and grid economics - while also telling the stories of ordinary people navigating those changes. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com
2025-09-261h 31
The Covered Call Podcast PodcastRahim Taghizadegan - Austrian Economics and the Illusions of DemocracyIn this conversation, Lovis and Jason engage with Rahim Taghizadegan, a true Austrian economist, to explore the concept of praxeology, the complexity of human action, and the relevance of Austrian economics in today's society. They discuss the importance of realism in economics, the role of community in learning, and the challenges posed by uncertainty in economic systems. The conversation also touches on the decline of trust in institutions, cultural perspectives on freedom, and the impact of technology on economic change. Throughout, they emphasize the need for resilience, critical thinking, and adaptability in navigating the future of economic systems. In...
2025-09-051h 58
The Covered Call Podcast PodcastMiddle Kingdom Expedition: Our Whirlwind Journey Through Modern ChinaWe just got back from 12 days on the ground in China—what we’re calling the Middle Kingdom Expedition—and sat down while the jet lag was still fresh to capture our impressions.This wasn’t a sightseeing tour. It was a boots-on-the-ground, trains-and-taxis, cigars-and-coffee kind of trip—ten cities in twelve days—meeting people, building connections, and getting a firsthand feel for life and business in modern China.We went in with plenty of questions and a few preconceived notions. Some were confirmed, many were flipped upside down.From Shenzhen’s whisper-quiet electric streets to unexpected...
2025-08-1448 min
The Covered Call Podcast PodcastInside China’s Strategy: Peter Alexander Unpacks the Trade WarIn this conversation, Peter Alexander shares his extensive experience and insights on the complex relationship between the United States and China. He discusses the misconceptions surrounding China, the impact of sanctions, and the need for a more nuanced understanding of China's strategic goals. The dialogue emphasizes the importance of cooperation over competition and explores potential paths for a collaborative future between the two powers.Chapters00:00 The China Conversation Nobody Wants to Have06:02 Understanding the Current US-China Relations11:44 China's Strategic Moves in Technology and Trade16:40 The Underestimation of...
2025-06-201h 30
The Covered Call Podcast PodcastWillem Middelkoop on Curiosity, Crisis, and Carving Your Own PathWillem Middelkoop shares his extensive career journey, emphasizing the importance of curiosity, independence, and understanding financial systems. He discusses his various roles, from photojournalism to fund management, and highlights the significance of being adaptable and open to new opportunities. Willem delves into the complexities of the financial system, the current geopolitical landscape, and the future of investments, advocating for a proactive approach to wealth management. He defines freedom not just in financial terms but as a state of being that allows for personal exploration and fulfillment.TakeawaysWillem emphasizes the importance of freedom and independence...
2025-06-131h 25
The Covered Call Podcast PodcastThe Future Runs on Power Dynamics - Jen Zhu Scott on AI, China, and ResilienceWhat if the biggest problems we face - climate change, AI, even war - have no nationality?We sat down with Jen Zhu Scott: investor, entrepreneur, mom, and the visionary behind PowerDynamics.ai.Named one of Forbes’ Top Women in Tech, Jen has advised HBO’s Silicon Valley, spoken on the TED stage, and now she’s building containerized compute and energy infrastructure to decentralize power—both literally and figuratively.But this episode goes much deeper than tech.We talk about:* Growing up in West China and catching a “lucky brea...
2025-05-221h 44
The Covered Call Podcast PodcastFrom Coconut Plantations to Swiss Real Estate: Lessons in Freedom from Alex OstergaardIn this episode, Jason and Lovis engage with Alex Ostergaard, exploring his unique background, influences, and insights into personal development and investment strategies. Alex shares his journey from a non-traditional education path to becoming a successful real estate investor in Switzerland, emphasizing the importance of applying theories in real life. The conversation delves into the significance of self-image, resilience, and the impact of Austrian economics on decision-making and investment strategies. In this conversation, Alex shares insights into his family's real estate business, emphasizing the importance of having a personal stake in investments. He discusses the advantages of investing in...
2025-05-151h 51
The Covered Call Podcast PodcastBurn the Ships: What Happens When You Go All InIn this engaging conversation, CJ Gustafson shares his unique approach to business and writing, emphasizing the importance of being approachable and authentic. He discusses his journey of discovering product-audience fit, the balance between cash and equity businesses, and the significance of building relationships within the community. The discussion also touches on the impact of AI on business efficiency, the challenges of buying existing businesses, and the importance of obsession in entrepreneurship. Ultimately, CJ highlights the need for work-life integration and the joy of pursuing one's passions while creating value for others. This is a...
2025-04-211h 27
The Covered Call Podcast PodcastFrom East to West: Louis Vincent Gave on Investing, Resilience, and China’s RiseJoin us as we sit down with Louis Vincent Gave, CEO of Gavekal, a leading financial research and fund management firm known for its East-West perspective. In this episode, recorded just weeks after Trump’s inauguration, Louis dives into the shifting global landscape - from a multipolar world and U.S. dominance to China’s industrial leapfrog over the West. With his unique vantage point from Hong Kong, Beijing, and beyond, Louis shares insights on macro investing, raising resilient kids in an AI-driven future, and why he bets on the renminbi and Brazilian markets. Plus, hear his take on must...
2025-03-141h 33
The Covered Call Podcast PodcastWhy Chasing Comfort Is Killing Your Potential - Swen Lorenz Lays It All OutSwen Lorenz shares his unique journey as an investor, entrepreneur, and writer, emphasizing the importance of contrarian thinking, networking, and pursuing freedom. He discusses his early interest in investing, the value of non-traditional education, and the lessons learned from both successes and failures in his career. Swen also highlights the significance of building relationships and the opportunities available in cities like London, as well as his experiences living on the island of Sark. The discussion culminates in insights about the current investment landscape and the upcoming Weird S**t Investing Conference.Chapters00:00 Introduction to Swen Lorenz and...
2025-02-031h 09
The Covered Call Podcast PodcastFamily, Freedom and Finance: Becoming unstoppable with Luke GromenIn this episode, Lovis and Jason sit down with Luke Gromen to explore the intersection of family, freedom, and finance, drawing on Luke's transformative journey from his formative Boy Scout experiences to his rise as a leading macroeconomic thinker and founder of FFTT, LLC. The conversation delves into the lessons Luke learned navigating the 2008 financial crisis, the pivotal decision to embrace creative control in his career, and the profound influence of mentorship and family on his personal and professional success. With reflections on resilience, the evolving global economy, and the balance between independence and responsibility, this episode offers a...
2025-01-151h 11
The Covered Call Podcast PodcastEpisode 11: BJJ, Bali, and Big Returns: Inside Trader Ferg’s Contrarian JourneyIn this engaging conversation, Ferg shares his unconventional journey from a sheep and beef farm in New Zealand to living a fulfilling life in Bali as a contrarian investor. He discusses his transition from traditional asset management to trading, the importance of finding value in hated sectors, and his insights on the current market landscape. Ferg emphasizes the significance of family, freedom, and community, while also addressing the realities of renewable energy and the investment opportunities in China. His passion for Brazilian Jiu-Jitsu (BJJ) serves as a metaphor for his approach to life and investing, highlighting the balance between...
2025-01-071h 15
The Covered Call Podcast PodcastEpisode 10: Rick Rule on Entrepreneurship: Deliver Value and ThriveRick Rule on Entrepreneurship: Deliver Value and ThriveIn this episode of the Covered Call Podcast, we engage with legendary contrarian investor Rick Rule, exploring his insights on Bitcoin, natural resources, and the principles of capitalism. Rick shares his journey into the world of gold and investments, emphasizing the importance of understanding market dynamics and the risks associated with speculation. The conversation delves into cultural perspectives on capitalism, the significance of building a personal brand, and the launch of Rick's new venture, Battle Bank, which aims to serve aspiring individuals seeking financial independence. Takeaways:
2025-01-0658 min
The Covered Call Podcast PodcastEpisode 9: Thrive Despite Chaos: Doug Casey’s AnCap Blueprint for a Life of FreedomThrive Despite Chaos: Doug Casey’s AnCap Blueprint for a Life of FreedomIn this engaging conversation, Doug Casey shares his insights on a variety of topics, including his life in Uruguay, the appeal of South America, the importance of travel, and the evolution of his beliefs. He discusses the current state of capitalism, the future of gold and Bitcoin, and the significance of mentorship. Doug also reflects on the decline of education and the value of building genuine friendships, all while emphasizing the importance of being proactive in life and the role of speculation in the fi...
2025-01-061h 35
The Covered Call Podcast PodcastEpisode 8: East Meets West: Jason Explores the Cultural Divide on Change and ValuesEast Meets West: Jason Explores the Cultural Divide on Change and ValuesThis conversation explores the contrasting perspectives between Western and Asian views, particularly focusing on how Westerners perceive China and how Chinese people view themselves. The speaker, Jason, shares insights from his personal experiences and observations, discussing cultural celebrations, foundational texts, and moral philosophies. He emphasizes the importance of understanding these differences to foster better communication and relationships between cultures.Takeaways:- Western views of China often rely on stereotypes and misconceptions.- Cultural celebrations reflect deeper values and beliefs in...
2025-01-0634 min
The Covered Call Podcast PodcastEpisode 7: Freedom Redefined: Peter Alexander and his 30-Year Journey in ChinaFreedom Redefined: Peter Alexander and his 30-Year Journey in ChinaIn this episode, Lovis and Jason engage in a deep conversation with Peter Alexander, who shares his unique journey of moving from the U.S. to China and his experiences living there for nearly three decades. The discussion covers various themes, including the dynamics of manufacturing in China, the implications of the TSMC lawsuit, and the contrasting economic systems of China and the West. Peter emphasizes the importance of understanding China's geopolitical advantages and the challenges faced by the U.S. in competing with China's manufacturing prowess...
2025-01-061h 47
The Covered Call Podcast PodcastEpisode 6: From London Slums to Top Contrarian Investor: Adrian Day's Untold StoryFrom London Slums to Top Contrarian Investor: Adrian Day's Untold StoryIn this conversation, Adrian Day shares his personal journey from a modest upbringing in London to becoming a prominent figure in investment management. He discusses the influences that shaped his political and economic views, his experiences in the Bahamas, and the evolution of his career in finance. Adrian reflects on the concepts of freedom and success, the challenges of parenting in a consumer-driven society, and the implications of government policies on individual liberties. In this conversation, Adrian Day shares his insights on wealth management, investment strategies...
2025-01-061h 35
The Covered Call Podcast PodcastEpisode 5: Exploring Belgrade’s Investment Potential: A Unique Blend of Culture and OpportunityExploring Belgrade’s Investment Potential: A Unique Blend of Culture and OpportunityIn this conversation, Jason shares his experiences and insights from his recent trip to Belgrade, Serbia, where he explored the cultural landscape and investment opportunities in the real estate market. He reflects on the unique Serbian identity, the warmth of the people, and the potential for foreign investment in the region. The discussion also touches on geopolitical awareness, environmental concerns, and the comparative real estate market in Belgrade versus other cities like Prague. Takeaways:Belgrade offers a unique blend of culture an...
2025-01-0643 min
The Covered Call Podcast PodcastEpisode 4: Losing Your Privacy? Gabriel Custodiet on Why Freedom is NextLosing Your Privacy? Gabriel Custodiet on Why Freedom is NextIn this conversation, Gabriel Custodiet discusses the intricate relationship between privacy and freedom, emphasizing the importance of personal data control in a world increasingly dominated by surveillance and digital footprints. He argues that privacy is essential for individual freedom and that the current societal push for safety often undermines true liberty. The discussion also touches on the need for decentralization, self-sufficiency, and the philosophical underpinnings of privacy, urging listeners to take proactive steps in protecting their personal information.Takeaways:Privacy is a tool for...
2025-01-041h 14
The Covered Call Podcast PodcastEpisode 3: Taking the Leap: How Brian Leni Transformed His Life Through Junior Mining InvestmentsEpisode 3: Taking the Leap: How Brian Leni Transformed His Life Through Junior Mining InvestmentsIn this conversation, Brian shares his journey from being an engineer to becoming a full-time investor, emphasizing the importance of mentorship, personal freedom, and the role of community in achieving success. He discusses the challenges of navigating volatility in investments, particularly in the junior mining sector, and offers insights on private placements and public companies. Brian also highlights the significance of networking and the value of sharing knowledge through his Field Notes video series, encouraging aspiring freedom seekers to take actionable steps toward...
2024-12-211h 28
The Covered Call Podcast PodcastEpisode 2: Borders, Freedom, and the Pursuit of Truth: Jayant Bhandari's Insights on SocietyEpisode 2: Borders, Freedom, and the Pursuit of Truth: Jayant Bhandari's Insights on SocietyJayant Bhandari, a keen observer of human psychology and cultures, shares his experiences growing up in India and living in various countries around the world.He discusses the driving forces behind human behavior and the differences he has observed between Western and Eastern societies. Bhandari emphasizes the importance of understanding the role of IQ in societal development and the benefits of culturally homogeneous societies.He also touches on the topic of drug legalization and its impact on society. Jayant Bhandari...
2024-12-201h 35
The Covered Call Podcast PodcastEpisode #1: The Power of Flexibility: Living Life on Your Own Terms with Florian Strauf of ForgdEpisode #1: The Power of Flexibility: Living Life on Your Own Terms with Florian Strauf of Forgd In this conversation, Jason, Lovis and Florian discuss their experiences living in different countries and the factors that influenced their decisions to move.They talk about the importance of flexibility in life and work, as well as financial independence. Florian shares his journey of moving from Germany to Singapore, Australia, and eventually Cyprus, highlighting the ease of relocating when you have a flexible lifestyle and a location-independent income.They also discuss the benefits of having multiple passports...
2024-12-201h 43