Shows
Orange County Power Players"Wealth Management & Analyzing Finance" with Nicholas PardiniIn this high-impact episode of The Orange County Power Players Podcast, host Danny Flores welcomes Nicholas Pardini — Newport Beach-based wealth manager, macroeconomic researcher, and YouTube content creator — for a candid conversation on building wealth and navigating finance.
Nicholas shares how a childhood gift of stock shaped his curiosity, how post-2008 hustle helped him break into hedge funds, and what inspired the launch of his firm, Spearhead Advisors. He also shares lessons for aspiring entrepreneurs and gives insight into estate planning, AI in research, real estate trends, and why understanding the global economy empowers smart financial decisions.
Wi...
2025-10-2922 min
Analyzing Finance with NickWhat is Prole DriftIn this video, we break down the concept of prole drift—how once-elite tastes, traditions, and aesthetics gradually get adopted, simplified, and mainstreamed until they lose their original prestige. From fashion to dining to entertainment, we explore the mechanics behind this social and cultural shift, the forces accelerating it, and why it’s nearly impossible to reverse once it begins.Chapters:00:00 Introduction to Prole Drift01:24 Defining Prole Drift02:35 Economic Necessity and Social Mobility04:41 Examples of Prole Drift in Modern Society09:29 Cultural and Ideological Shifts
2025-10-2017 minAnalyzing Finance with NickThe Economic Class System of Major League BaseballHappy October everyone! With the MLB playoffs in full swing, we're diving into the economics of Major League Baseball. This video discusses the financial dynamics of MLB teams, including how they generate revenue, spend on players, and the growing spending disparities. We classify teams into three major spending tiers: 'Spending to Win', 'Spending to Draw', and 'Not Bothering to Try', and analyze the impact of revenue sharing and luxury taxes. Learn how the business side of baseball affects team performance and what can be done to create a more competitive and balanced league. Join us for an in-depth look...
2025-10-1325 minAnalyzing Finance with NickIs Travel Escapism of the Upper Classes?Everyone travels. But not everyone disappears.Is Travel Escapism of the Upper Classes? This video explores how the upper classes have historically used travel not for relaxation—but for strategic distance. From Lord Byron and Victor Hugo to Hugh Hendry in St. Barts and crypto bros in Dubai, elite travel has always doubled as soft exile, image management, and class camouflage.We unpack:Why elite travelers don’t care about affordabilityThe difference between a vacation and a vanishing act
2025-09-2917 minAnalyzing Finance with NickHistory of US Dollar CyclesThe U.S. dollar isn't just a currency—it's the fulcrum of global finance. In this video, we dive deep into the major dollar bull and bear cycles since 1971: what drove them, what ended them, and how they reshaped the global economy each time. From the Volcker shock and the Plaza Accord to the 1990s tech boom, the 2000s EM supercycle, and the post-COVID dollar surge, we trace the macro forces behind each turn. You'll also learn which asset classes and equity sectors outperform in strong vs. weak dollar regimes—with data, historical context, and tactical insight.
2025-09-2233 minAnalyzing Finance with NickWhy Are Weddings So ExpensiveWeddings aren’t just expensive—they’re economically irrational.In this video, we break down how the average wedding in America now costs over $36,000, and in places like Los Angeles, it's closer to $45,000—more than the after-tax income of the typical local worker.We chart the rise in:Wedding costs per guest 📈Declining guest counts since 2000 📉Real price trends for rings, honeymoons, photographers, and more 💍How weddings compare to inflation (CPI) s...
2025-09-0816 minAnalyzing Finance with NickWhy Wealthy Families Lose The Companies They FoundedWhy Founders Lose Control: The Generational Decline of Business OwnershipIn this episode of Analyzing Finance with Nick, we explore why many old money families no longer own the companies or assets that originally made them wealthy, focusing especially on the decline of founder control. We discuss how, by the third generation, over 92% of S&P 500 companies have transitioned to professional management, with founding families retaining minimal stakes. Key reasons include generational disinterest or lack of aptitude, estate tax pressures, diversification strategies, and public company pressures. We also highlight the impacts of technological disruption...
2025-09-0115 minAnalyzing Finance with NickWhat is a Class Traitor?What happens when someone turns against the very class that raised them? In this video, we break down the concept of the class traitor — individuals who, by choice or necessity, aligned themselves with the interests of the lower classes or the populist tide, often to the fury of their elite peers. From Gaius Marius and Julius Caesar breaking the Roman oligarchy… to FDR’s New Deal rebellion against his patrician upbringing… to Alan Greenspan’s Ayn Rand-to-Federal Reserve pivot… and modern figures like J.D. Vance or Luigi Mangione — we trace the motives, consequences, and historical weight of elite defection....
2025-08-2510 minAnalyzing Finance with NickHow Many Original Founding Families Still Own Their CompaniesMost people assume that the companies built by America’s most iconic founders—Ford, Procter, Kellogg, Rockefeller—are still controlled by those same families. The truth? They’re not.In this video, we break down how many founding families still own a material stake in the companies they created, how many lost control over time, and who the real power players are today. The answer is fewer than you think—and it’s not who you think.We’ll cover:How founder control works (and how it dis...
2025-08-1828 minAnalyzing Finance with NickWhere Elites Travel to in EuropeIn this video, we unpack the social geography of wealth and leisure across Europe, focusing on the contrasting class codes embedded in the French Riviera—one of the world’s most storied coastal playgrounds.We explore:The legacy haunts of old European money: discreet family villas in Cap d’Antibes, Cap Ferrat, and Ramatuelle, passed down through generations and hidden behind oleander hedges.The brash, high-visibility incursions of new wealth: mega-yachts in Monaco, champagne beach clubs in Saint-Tropez, and designer-label excess in Cannes....
2025-08-1425 min
RE Social PodcastEp. 86 Manage Wealth Through Financial Investments with Nicholas PardiniIn this episode of the RE Social Podcast, hosts Andrew McCormick and Vince Rodriguez chat with Nicholas Pardini, partner at wealth management firm Spearhead Advisors and host of the YouTube channel Analyzing Finance with Nick, to explore his path from hedge fund analyst to wealth management expert. Nick shares insights into Spearhead Advisors' tailored approach for high-net-worth clients and growing businesses, highlighting the importance of consistency, risk tolerance, and the balance between stocks and real estate. He breaks down his analytical investing approach, focusing on profitability, earnings growth, and debt management. This episode concludes with actionable tips for new...
2025-01-131h 10Analyzing Finance with NickVolatility & Life with Kris AbdelmessihI interview Kris Abdelmessih to discuss options markets, volatility trading, and how every life decision is essentially a vol trade. We also analyze the flaws of covered call strategies and the merits of financial nihilism.
2024-12-2947 minAnalyzing Finance with NickWhat Class Are You In?What Social Class Are You Really In? Are you old money, new money, no money, or middle class? In this video, I help viewers how to identify which social class level they and therefore what steps are needed to change that (if you want to).
2024-12-2519 minAnalyzing Finance with NickWhich Form of Taxation is the Least Bad?Taxes are an inevitable part of life, but not all taxes hit the wallet with the same sting. In this video, we compare five major forms of taxation—Value Added Taxes (VATs), income taxes, tariffs, property taxes, and the hidden tax of inflation—to see which might be the least painful. We break down how each tax type affects individuals and businesses, exploring their economic impact, fairness, and unintended consequences.
2024-12-2327 minAnalyzing Finance with NickThe State of The American ConsumerThis episode is the audio version of my presentation on the state of the American consumer. If you want download the accompanying deck, check out the channel's substack post about this.
2024-12-1517 minAnalyzing Finance with NickThe Great Wealth TransferThis episode is the audio version of the video presentation I did about the Great Wealth Transfer and how millennials are line to inherit up to $100T from baby booomers. For the full presentation, check out our substack to download it.
2024-12-0835 minAnalyzing Finance with NickReaction to WhatifAltHist's WTF is Wrong with the EconomyThis video is my reaction to the WhatifAltHist video: WTF is Wrong with the Economy. I break down his thoughts on the structural signs of weakness in the global economy and my thoughts on how much of a threat these factors truly are.
2024-12-0259 minAnalyzing Finance with NickWhy New Money Supports the RightIf old money supports the left, what's the reason why new money supports the right? In this video, we delve into why "new money" — individuals who have recently accumulated wealth through entrepreneurship, tech, finance, and other fast-growing industries — often supports right-leaning economic policies. We explore how new money thrives on economic and social volatility, seeing it as an opportunity for greater wealth creation and influence. Unlike old money, which prioritizes stability and preservation, new money embraces deregulation, lower taxes, and policies that encourage market disruption. By examining the psychology and economic interests behind these preferences, we uncover how risk, rewa...
2024-11-2516 minAnalyzing Finance with NickWill Economic Forces Make California a Red State?In this interview with Chriss Street, I discuss the economic future of California and how the recent election results have changed it.
2024-11-2137 minAnalyzing Finance with NickEconomic Future of Denmark: Is the Nordic Model at Risk?Is the Nordic Model at risk? In this episode I discuss the economic future of Denmark, how the nordic welfare system and market economic system operates, and highlights from Copenhagen. #denmark #economics #nordicmodelChapters:0:00 Understanding Denmark's Economic Model and the Nordic Model4:18 Examining the Nordic Model: Benefits, Challenges, and Societal Assumptions13:19 Socio-Economic Impacts and Sustainability of Nordic Solidarity17:21 Economic Efficiency, Competitiveness, and Social Trust in Scandinavia23:29 Reflections on Denmark's Economy and the Nordic Model's Future
2024-11-1825 minAnalyzing Finance with NickThe Great Wealth TransferThis episode is about the impact about how up to $96T in wealth will be transferred from boomers to millenials over the next twenty years via inheritances.Reach out to me via my website: http://nickpardini.com
2024-11-1130 minAnalyzing Finance with NickWhy Old Money Supports the LeftOn a first glance it does not make sense why old money supports the left. In this video, we explore a counterintuitive but increasingly visible phenomenon: why "old money" elites—those with generational wealth and established influence—tend to support progressive or left-leaning causes. Diving deep into history, psychology, and economic strategy, we analyze how this alignment reflects a desire to maintain social capital, secure long-term stability, and avoid disruptive populist movements. We'll also examine the cultural shifts that have influenced this trend, including philanthropy, status signaling, and the strategic preservation of wealth. By the end, you'll have a clea...
2024-11-0816 minAnalyzing Finance with NickWhy is There a North South Wealth Divide in CitiesWhy is there a North South Wealth Divide in Cities? In this video, we'll explore an intriguing phenomenon seen in cities across the globe: wealthier neighborhoods tend to cluster in the north, while southern areas often lag behind. This "North South Divide" isn't just a coincidence—it’s the result of historical, geographical, and socio-economic factors. Cities in this analysis include Chicago, Washington DC, Miami, Seattle, Fresno, Denver, and Boston.AF with Nick Tour Survey: https://forms.gle/cFeyBNBcCS6jz5f7AJoin My Substack and Email List: https://nick...
2024-11-0422 minAnalyzing Finance with NickThe Truth About Why Democrats Outraise Republicans in ElectionsIn this video, we dig into the numbers behind campaign fundraising, focusing on why Democrats have often outraised Republicans in recent presidential elections. We'll look at historical data, identify key factors that contribute to the funding gap, and discuss how demographic trends, donor networks, and shifting party priorities shape fundraising strategies. Are Democrats relying more on small donors? How do corporate donations play into the equation? And what might this mean for future elections? Join us as we break down the data and uncover the underlying dynamics of campaign fundraising on both sides.
2024-11-0115 minAnalyzing Finance with NickThe Geography of WealthWhat parts of town do Old Money & New Money Live? In "The Geography of Wealth," we explore how old money and new money shape the landscape of metropolitan areas. By analyzing where these different groups tend to live, we uncover key patterns in urban geography and social dynamics. Old money often resides in historic, prestigious neighborhoods—marked by long-established mansions, cultural institutions, and understated wealth. Meanwhile, new money gravitates toward flashy, up-and-coming areas, where modern luxury, innovation, and status symbols dominate. We’ll delve into the historical, cultural, and economic factors that drive these preferences, offering insight into how weal...
2024-10-2820 minAnalyzing Finance with NickOld Money Books: The Best Reads about Social ClassI know a lot of you have asked about what recommended books you should read to learn more in depth about the content on this channel. This video I tell you the top five books to further your research about social class. I also made a complete reading list of over 100 books freely available to subscribers who want to research more about the content I discuss on this channel.To download the reading list, click on the link below.https://nickpardini.substack.com/subscribe
2024-10-2108 minAnalyzing Finance with NickFees: How Money Managers Get PAIDHow do financial advisors make money? In this video, I explain how money managers, hedge fund managers, and financial planners get paid and how the fee structure works in the investment management industry.Join My Substack and Email List: https://nickpardini.substack.com/
2024-10-1707 minAnalyzing Finance with NickThe Great TakingNick explains David Roger Webb's book "The Great Taking" and whether your assets are at risk during the next crisis because of the content mentioned in the book. Disclaimer:Anything in this channel is for informational and educational purposes only and is not investment advice. All information contained herein is based upon information available to the public. No representation is made that it is accurate or complete. No mention of a particular security, index, derivative, or other instrument on this channel is an offer to buy or sell or a solicitation of...
2024-09-1816 minAnalyzing Finance with NickWhat is a Carry Trade?The yen carry trade explained: With the recent blow up of the yen carry trade and the Nikkei, I explain what is a carry trade, and why it matters for the broader financial markets. Join My Substack and Email List: https://nickpardini.substack.com/
2024-09-1107 minAnalyzing Finance with NickThe Declining Quality of Human Capital and Falling WagesIn this thought-provoking video, we delve into the controversial topic of the declining quality of human capital and its impact on wages in today's job market. With advancements in technology and automation, many argue that jobs have become easier, leading to a reduction in the skill requirements and overall value of human labor. But is this really the case?Join My Substack and Email List: https://nickpardini.substack.com/
2024-09-0414 minAnalyzing Finance with NickReaction to Scott Galloway's Ted Talk | How The US Is Destroying Young People's FutureFrom my perspective as a financial professional, I share with you my Reaction to Scott Galloway's Ted Talk: "How The US Is Destroying Young People's Future". I include my thoughts on his outlook for young people, the problems with a fraying social contract, and his proposed policy solutions.Join My Substack and Email List: https://nickpardini.substack.com/
2024-08-2836 minAnalyzing Finance with NickImpossible Trinity Breakdown | Damon CassidyIn this video, Damon Cassidy and I dive deeper into the impossible trinity of central banking, and the hard trade off between fixed exchange rates, free movement of capital, and independent monetary policy. Join My Substack and Email List: https://nickpardini.substack.com/
2024-08-2121 minAnalyzing Finance with NickGen Z is the Most Materialistic Generation in HistoryIn this video I explain how and why Gen Z is the Most Materialistic Generation in History.Join My Substack and Email List: https://nickpardini.substack.com/
2024-08-1416 minAnalyzing Finance with NickHas Your Community Been Commoditized by Apps?Has Your Community Been Commoditized by Apps? In this video, I discuss the economic growth and business trend I identify as buying the village. It's how digital apps have replaced community, social ties, and unchosen bonds that unite people together. I explain how monetizing previously personal favors and acts of kindness into technology companies impacts the economy. Join My Substack and Email List: https://nickpardini.substack.com/
2024-08-0710 minAnalyzing Finance with NickWhose Got it Worse? Taxes in the US vs. EuropeIn this video, I'm explaining the differences between taxes in the USA and Europe. We'll look at things like income tax and sales tax/VAT, and see how they're different. Learn how these taxes affect people and businesses. Whether you're into finance or just curious about money, this video will help you understand taxes better.Check Out My Substack: https://nickpardini.substack.com/
2024-07-3115 minAnalyzing Finance with NickWill President Trump Tank the Economy?Will President Trump Tank the Economy? In this video, I explain why Trump's campaigns policy proposal for direct presidential control and veto power of the Federal Reserve would lead to high inflation and economic disaster.Join My Substack and Email List: https://nickpardini.substack.com/
2024-07-2406 minAnalyzing Finance with NickHow the Cost of Living Crisis Creates Fake Economic GrowthThe US economy appears strong on paper, but leading indicators and private sector performance suggest a gloomier reality. In this video, I explain how excess inflation in certain categories of the CPI are a creating a skewed sense of economic growth that may not be there in reality.Join My Substack and Email List: https://nickpardini.substack.com/
2024-07-1607 minAnalyzing Finance with NickEconomic Fallout from Becoming a Low Trust SocietyAmerica is at risk of transforming from a high trust to a low trust society. This video explains the economic consequences of a low trust society, and why its very expensive to believe everyone is out to get you.Join My Substack and Email List: https://nickpardini.substack.com/Link to YouTube Video: https://youtu.be/dnXIFWlVjuc
2024-07-1112 minAnalyzing Finance with NickIs the USA the Next Soviet Union?Is the USA the next Soviet Union? This video is a reaction to Niall Ferguson's provocative article "We're All Soviets Now," published on The Free Press. Join me as I dissect Ferguson's bold claims about the growing influence of state control , increased economic inefficiency, and a fraying social contract.
2024-06-2420 minAnalyzing Finance with NickTaxing Unrealized Gains is StupidIn this episode, I discuss why President Biden's proposal to tax unrealized gain would be an economic disaster.
2024-06-1708 minAnalyzing Finance with NickIs the Stock Market a Casino?Is the stock market a casino? I explain the differences between investing and gambling while discussing the rare corners where they intersect.
2024-06-1011 minAnalyzing Finance with NickFinancial NihilismIn this video I explain why generational economic desperation is creating a sense of "financial nihilism" among younger people. I also dive into social and financial market consequences of this.
2024-06-0319 minAnalyzing Finance with NickHow to Use Economic Incentives to Create A More Virtuous SocietyHow can we use economic incentives to create a more virtuous society? In this thought-provoking video, I delve into the importance of economic incentives in shaping virtuous behavior. I explore the concept of ethical consumption and discusses policy approaches that can encourage responsible spending habits. I also state the role of government in promoting a morally conscious society and highlights the economic impact of virtuous behavior on society as a whole. Furthermore, I share strategies to overcome the cost barrier associated with virtuous activities, making them more accessible to all individuals. Don't miss this insightful discussion on transforming societal...
2024-05-2709 minAnalyzing Finance with NickWhy Inflation Remains Greatest Risk to Stock Market and EconomyThe stock market is high now, but will persistent inflation bring it back down. In this episode, I discuss why housing prices the swing indicator for the US economy and why we are risk of repeating the inflation cycle of the 1970s.Davos Macro Quick Takes & Options Corner: https://www.mjresearch.org/davos-macro-quick-takes-options-corner/
2024-05-2015 minAnalyzing Finance with NickThe Top Five Economic Forces That Will Shape 2024 and BeyondWhat are the top 5 economic forces that will change your life? This video is my presentation "Top 5 Macro Forces Will Dominate Markets in 2024 and Beyond" at the 2024 FP&A conference in San Jose where I discuss major macroeconomic trends that impact financial markets and the economy the most over the next decade.
2024-05-1326 minAnalyzing Finance with NickMost Reliable Macro Economic Indicator Points to RecessionIn this episode, I discuss why the ISM services PMI is the most reliable macro indicator and that it points towards recession and a bear market. Join Substack and Mailing List: https://nickpardini.substack.com/Citations: Substack Article About Services PMI: https://nickpardini.substack.com/p/ism-services-and-fed-decision-markISM Website: https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/#economy #recession #globalmacro
2024-05-0805 minAnalyzing Finance with NickHow to Fix the Insolvency of Social Welfare SystemsI discuss the path to privatizing social welfare systems and social insurance schemes. I explore the risks of insolvency in current systems and proposes solutions such as public-private partnerships and nonprofit funding sources. I also delve into the issue of incentivizing work and the impersonal nature of the welfare system. I highlights the importance of considering individual circumstances and helping people advance rather than perpetuating dependency.#economics #privatization #socialwelfareDavos Macro Quick Takes & Options Corner: https://www.mjresearch.org/davos-macr...To follow more of...
2024-05-0620 minAnalyzing Finance with NickAre Middle Class Jobs Useless?Are Middle Class Jobs Useless? In this episode, delve into the concept of inefficiencies in various sectors of the economy and raise the question of whether they are intentional features or unintended bugs. I discuss how government interventions, regulations, and compliance requirements often lead to higher costs and inefficiencies in areas such as healthcare, education, and real estate. I also explore the significant role that middle-class jobs play in the economy and examine the potential social risks of reducing or eliminating these jobs. Join the discussion on the complexities of balancing efficiency and social stability in modern economies.
2024-04-2912 minAnalyzing Finance with NickFinancial Designations Explained in 10 Minutes (CFA, CFP, CPA, etc.)In this episode, the major financial designations are explained in 10 minutes. I dive into the basics of what they are, who use them, and what needs to be done to earn one of these designations. I then briefly summarize which ones are worth pursuing.
2024-04-2210 minAnalyzing Finance with NickEconomic Future of VietnamWe explore the economic future of Vietnam, one of Southeast Asia's standout success stories. In this insightful discussion, we'll examine Vietnam's journey from an economic backwater to a thriving manufacturing hub. Discover how the country's economic renewal campaign, dor Moi, transformed its trajectory and paved the way for a market economy. Join me as we uncover the factors driving Vietnam's remarkable growth and answer the burning question: Can this economic miracle continue?
2024-04-1508 minAnalyzing Finance with NickEconomic Future of BrazilDiscover Brazil's economic future in this engaging discussion. Explore its potential to become a global power and the challenges it faces. Join Analyzing Finance with Nick as we analyse Brazil's path to success. Can Brazil realise its true potential? Watch now for expert insights on Brazil's economic outlook.Davos Macro Quick Takes & Options Corner: https://www.mjresearch.org/davos-macr...#brazil #economics #bolsonaro #brazilfuture #brics To follow more of my work find me on:Website: http://davosig.comSeeking...
2024-04-1122 minAnalyzing Finance with NickDoes it Still Make Sense to Go to College?Is college really necessary? In this thought-provoking video, we explore the nuances of higher education, discussing the value of practical majors, top-tier universities, and career planning. From debunking myths to offering practical insights, we navigate through the complexities of the college decision, aiming to empower viewers to make informed choices about their educational journey. Whether you're a prospective student, a concerned parent, or simply curious about the evolving landscape of education, this video provides valuable insights into the necessity of college in today's world.
2024-04-0117 minAnalyzing Finance with NickWhose Got it Worse? Taxes in the US vs. EuropeI'm explaining the differences between taxes in the USA and Europe. We'll look at things like income tax and sales tax/VAT, and see how they're different. Learn how these taxes affect people and businesses. Whether you're into finance or just curious about money, this video will help you understand taxes better.
2024-03-2515 minAnalyzing Finance with NickImpact of Humanoid Robots on EconomicsIn this episode, we delve into the world of robotics technology, specifically focusing on the invention of personal domestic robots and their imminent impact on society. We discuss the capabilities of robots like Google's Mobile Aloha, which can perform a wide range of basic household chores effectively. The affordability of these robots opens up new possibilities, allowing individuals to have their own version of Rosie the robot from the Jetsons. We explore the implications of this technology, including increased free time, improved work-life balance, and enhanced independence for the elderly. Additionally, we examine how the widespread adoption of household...
2024-03-2112 minAnalyzing Finance with NickEconomic Future of BelgiumIn this episode, I discuss my outlook for the economic future of Belgium. The best comparison on what the potential of the country could be would be a comparison of Baltimore and the Washington DC area depending on the how much the EU consolidates power.
2024-01-1620 minAnalyzing Finance with NickCalifornia is Broke!!!Chriss Street analyzes recent budgetary filings of the state of California's finances and why he believes California is broke. We also discuss whether eliminating Prop 13 could fill California's fiscal gap and how the governor's presidential ambitions affect the states options to resolve its deficit.
2024-01-0935 minAnalyzing Finance with NickEconomic Future of EgyptThe economic future of Egypt seems bleak. From one of the great empires in ancient history to a country struggling to feed itself, the Egyptian economy is in a tough spot. What can be done to turn things around? It will take more than increased visits to the great pyramids. Davos Macro Quick Takes & Options Corner: https://www.mjresearch.org/davos-macro-quick-takes-options-corner/
2024-01-0114 minAnalyzing Finance with NickEconomic Future of UruguayDoes the election of Javier Milei disrupt the economic future of Uruguay? In this episode, I discuss how Uruguay has developed to become the Switzerland of Latin America, and what risks they have in the future.
2023-12-2715 minAnalyzing Finance with NickEconomic Future of UkraineIn this episode I discuss the economic future of Ukraine which includes my reaction to Kraut's video "After the War: Europe and Ukrainian Agriculture". I do agree with Kraut that agriculture policy impacts are significant, farm policy is minor issue compared to the demographic and geopolitical effects from mass emigration from Ukraine and the prospect of the EU having a hot border with Russia.
2023-12-1022 minAnalyzing Finance with NickEconomic Future of CanadaWill a housing bubble wreck the economic future of Canada. In this episode, I discuss the Canadian economy and how its over dependence on natural resources, real estate, and government services hurts its competitiveness.Davos Macro Quick Takes & Options Corner: https://www.mjresearch.org/davos-macro-quick-takes-options-corner/#canada #canadianrealestate #economics Citations:Canadian Brain Drain: https://www.immigration.ca/canadas-brain-drain-figures-show-technology-graduate-exodus/Capital Formation Canada: https://financialpost.com/news/economy/while-the-world-is-in-the-midst-of-a-tech-revolution-canadians-bet-on-real-estate
2023-12-0827 minAnalyzing Finance with NickHow to Build Social Capital & Network Effectively with Christian WhiteLearning how to build social capital and network as an introvert can be very difficult. If you move to a new city, where do you start. In this interview with Christian White, we discuss how to go about doing just that and what role social media and in person relationships play in career success.Citations:The Fastlane to Build Relationships Book: https://www.amazon.com/Fastlane-Building-Relationships-Curating-Ecosystem-ebook/dp/B0CKZF5P21/ref=sr_1_1?keywords=christian+white+fastlane&sr=8-1
2023-12-0720 minAnalyzing Finance with NickEconomic Future of IndonesiaThe economic future of Indonesia is at a crossroads. Will the growth of its consumer society and refining of it natural resource wealth be enough to propel development into the next decade? However, the risks of onshoring and political populism could derail and otherwise great trajectory for the country.Davos Macro Quick Takes & Options Corner: https://www.mjresearch.org/davos-macro-quick-takes-options-corner/
2023-11-2014 minAnalyzing Finance with NickJavier Milei Wins: The Economic Future of ArgentinaJavier Milei won the 2023 Argentina election, but what does it mean for the economic future in Argentina. In this episode, I talk about how his dollarization policy can help turn around the fortunes of a country who has been stuck oscillating into cycles of stagnation and hyperinflation. To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFA
2023-11-2018 minAnalyzing Finance with NickDo Eight Immortal Families of China Rule the World?In this episode, I discuss the eight immortal families of China and how the descendants of the CCP's post-Mao politburo still are the ruling class of the People's Republic of China today. This is true in both the political realm and in terms of control of the companies major businesses.
2023-11-1314 minAnalyzing Finance with NickUtilities Sector with Murphy McCannDavos Macro Quick Takes & Options Corner: https://www.mjresearch.org/davos-macro-quick-takes-options-corner/This episode is an excerpt from my expert call with Murphy McCann where we discuss utilities stocks and how high interest rates affect the sector.
2023-11-0709 minAnalyzing Finance with NickInvestment Banking DemystifiedIn this episode I explain what investment banking is and why investment bankers work such long hours and get paid as much as they do.To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFA
2023-11-0211 minAnalyzing Finance with NickWhy You Should NOT Be a Youtuber: Economics of YouTube CreatorsFor many Gen Zer's the new American Dream is becoming in Youtuber. In this episode, I break down the economics of YouTube creators, why you should not be a Youtuber, and how it compares to chasing the Hollywood dream.To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFACitations:Tim Queen's infographic on Youtube success odds: https...
2023-11-0110 minAnalyzing Finance with NickEconomic Future of MexicoIn this episode I discuss the economic future of Mexico with my guest Jim Edwards. Jim has been involved with the US-Mexico cross border business community for decades and he explains how Mexico may achieve local living standards in line with Europe and the US by 2050.To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFATo...
2023-10-3131 minAnalyzing Finance with NickMental Health and EconomicsWhat is the connection between mental health and economics? In the second part of the ninth layer of the iceberg I discuss how mental health impacts economic outcomes and how economic conditions in modern times often cause severe mental health issues. To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFA0:00 Economic Factors Drive Social Change5:12 Incels Destroying the Chinese Economy
2023-10-3018 minAnalyzing Finance with NickThe Economic Future of ChileIn this video I talk about the economic future of Chile, and the impact of the country's current constitutional crisis. I also talk about the country's dependence on copper exports, its role in electric car production, and some highlights of my travels there.To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFATo follow more of my work find me on:
2023-10-2921 minAnalyzing Finance with NickFuture of Saudi Arabian EconomyWhat is the future of the Saudi economy? In this video I analyze Saudi Arabia, it's dependence on oil, and its economic future as it attempts to diversify. Saudi's long time complacency of high oil prices and a socially repressive culture make it hard for government to modernize it's economy and provide value beyond crude oil exports.Citations:Saudi Obesity Rate: https://www.arabnews.com/node/1483076/saudi-arabiaSaudi Work Ethic Domestic Criticism: https://www.arabianbusiness.com/industries/industries-culture-society/saudi-men-lazy-watch-too-much-tv-expert-14587...
2023-10-2823 minAnalyzing Finance with NickNo Pain, No GameDo you want to make fast money? For those who do not care about career passion, what are the quickest way to make money? There is no magic bullet, but one way to simplify things is no pain, no gain.To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFA
2023-10-2705 minAnalyzing Finance with NickReaction to Ray Dalio's Principles for Dealing with the Changing World Order Part 3This is the final part of a three part series on my reaction to Ray Dalio's Principles for Dealing with the Changing World Order. I overview Ray's views on what happens to countries in decline and then elaborate on at what America's new political order will look like after its "restructuring".To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFA
2023-10-2639 minAnalyzing Finance with NickReaction to Ray Dalio's Principles for Dealing with the Changing World Order Part 2This is the second of a three part series on my reaction to Ray Dalio's Principles for Dealing with the Changing World Order. This part mainly deals with the variables that make a country a rising world power, and why he is way too high on the prospects of China.#raydalio #china #investing Chapters:0:00 Introduction5:00 Dalio's Experience Trading Currency Devaluations8:00 Default 13:00 Income Inequality19:00 The Cycle of Changing World OrderCitations:
2023-10-2541 minAnalyzing Finance with NickReaction to Ray Dalio's Principles for Dealing with the Changing World Order Part 1This is the first of a three part series on my reaction to Ray Dalio's Principles for Dealing with the Changing World Order. I overview Ray's thesis to why countries rise and fall in a cyclical fashion, and what lessons he learned from trading in previous eras of currency devaluation. I also explain why I believe Dalio overrates the role of income inequality in the life cycle of global empires.This video is the third part of the Iceberg of Economics series where I break down concepts in the world of economics. Level three is heavy on...
2023-10-2435 minAnalyzing Finance with NickIceberg of Economics Part 9: Original TheoriesPart 9 is where we share the crazies economic theories on YouTube. In the final layer of the iceberg of economics, Nick dives into his own heterodox theories about macroeconomics. These include longevity economics, the progress theory of voting patterns, and AI and robots ladder pulling emerging market countries development opportunities.Citations:Compensation Theory: https://www.youtube.com/watch?v=DNq0hjjtnPY&t=22sSan Francisco is the Next Detroit: https://www.youtube.com/watch?v=dOoRkinTIQg&t=428sTo...
2023-10-2318 minAnalyzing Finance with NickAdverse SelectionIn this video I discuss the adverse selection problem, the resulting negative selection bias, and how to deal with asymmetric information in business and life.To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFA
2023-10-2213 minAnalyzing Finance with NickThe Red Pill of Economics: The Cynical Industrial ComplexIn this episode, I explain the real red pill of economics: the cynical industrial complex. This is how businesses and political parties profit of depression, polarization, and radical world views.To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFACitations:Carnegie Mellon study on Depression and Consumption: https://pubmed.ncbi.nlm.nih.gov/18578840/
2023-10-2116 minAnalyzing Finance with NickPost Scarcity EconomicsThis episode is about post scarcity economics and innovation economics. What happens to the field of economics when there is enough of everything to satisfy everyone's wants? Can entrepreneurship focused policy bring us there?To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFADavos Macro Quick Takes & Options Corner: https://www.mjresearch.org/davos-macro-quick-takes-options-corner/#hashtag #hashtag #hashtag...
2023-10-2008 minAnalyzing Finance with NickThe Great Social DepressionWhy is the economy doing well, but people's mental health and well being at record lows? In this video, I investigate the "Great Social Depression" and what could be driving it?To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFACitations:Bowling Alone Robert Putnam: https://www.amazon.com/Bowling-Alone-Collapse-American-Community/dp/0743203046
2023-10-1914 minAnalyzing Finance with NickEconomic Future of the UKIn this episode, I break down the economic future of the UK. Great Britain has had a dynamic and proud history, but since 1945 the British economy has been in relative decline. As one of the first country's to globalize, the UK was one of the first countries to benefit from hyper specialization, but also one of the first to bear the ugly economic and political consequences of hollowing out domestic industry. To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing...
2023-10-1821 minAnalyzing Finance with NickSan Francisco is the Next DetroitIn this video I go over the risk of San Francisco becoming the next Detroit. I talk about the similarities between the SF Bay Area today and metro Detroit in the 1950's and 60's, and how work remote acceptance can cause the same exodus today that the big three moving factories did last century. To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFA
2023-10-1710 minAnalyzing Finance with NickIceberg of Economics Part 8: Heterdox EconomicsTo watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFAIn the eighth part of the iceberg of economics, I elaborate on the more obscure heterodox schools of economics that do not fit in the classical, Keynesian, Marxist, or Austrian schools of thought.0:00 Intro1:13 Buddhist Economics3:14 Political Economy5:01 Feminist Economics8:24 Freiwirtschaft
2023-10-1624 minAnalyzing Finance with NickThe Economic Consequences of ChatGPT AI TechnologyChatGPT is the recently released AI technology that has potential to be game changer for the future of academic life, labor, and the global economy. Will your career be enhanced or replaced by the next stage of artificial intelligence.To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFATo follow more of my work find me on:
2023-10-1513 minAnalyzing Finance with NickIs it Good Time to Start a Career in Finance?Is it Good Time to Start a Career in Finance? In this episode I explain my thoughts on this and how the opportunities and challenges in the industry differ now than they did in the past.To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFATo follow more of my work find me on:Davos Macro Quick...
2023-10-1405 minAnalyzing Finance with NickEconomic Implosion of China by Year End?Chriss Street joins the show to make the case for why the economy of China will collapse far expert than I or mainstream economists expect it to.Davos Macro Quick Takes & Options Corner: https://www.mjresearch.org/davos-macro-quick-takes-options-corner/Davos Macro Research Institutional: http://davosig.com To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFAEmail Questions to askafundmanager...
2023-10-1312 minAnalyzing Finance with NickEconomic Future of ChinaWhat is the economic future of China? I bring on Chriss Street to join me in discussing the economic future of China, the impact of the lying flat movement, and how they will adapt to onshoring.To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFATo follow more of my work find me on:Davos Macro Quick...
2023-10-1236 minAnalyzing Finance with NickWhy are Healthcare Costs so High in America?This episode is an interview with Austin Walters from Springtide Capital about why healthcare costs are so high in the America and why the gap so wide between the US and other countries in terms of healthcare spending. We disciss supply shortages of medical professionals, the role of obesity in healthcare costs, and whether the industry as a whole is intentionally inefficient as the industry is the greatest supplier of middle class jobs. We also go into how US big pharma subsidizes medical innovation globally.Citations:Family Office Global...
2023-10-1134 minAnalyzing Finance with NickHow AI will Revive the Metaversen this video I explain how AI will revive the metaverse as a viable technology. The macroeconomic implications of advance AI displacing workers and the metaverse creating a new virtual home for them will greatly alter how the world views productivity, social class, and escapism. Would you plug into the matrix?To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFA
2023-10-1009 minAnalyzing Finance with NickIceberg of Economics Part 7: Hyperinflation Isn't Bad for the Economy?Davos Macro Quick Takes & Options Corner: https://www.mjresearch.org/davos-macro-quick-takes-options-corner/This video is the seventh part of the Iceberg of Economics series where I break down concepts in the world of economics. This episode is at the bottom of the depths so it has a lot of crazy concepts such as integrating physical sciences with economics and that hyperinflation not a bad thingTo watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with...
2023-10-0921 minAnalyzing Finance with NickEconomic Future of Germany: German De-IndustrializationThe economic future of Germany is a perilous position given the country's rapid deindustrialization. I talk about how the country's bad energy policy and the repercussions it has the on the country.To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFACitations:Wall Street Journal Charts on DeIndustrialization: https://www.wsj.com/articles/how-the-german-economy-broke-down-exports-11659019301
2023-10-0813 minAnalyzing Finance with NickEconomic Future of TurkeyIn this interview I discuss the economic future of Turkey with guest expert Fatih Hezel. We talk about Erdogan's unconventional monetary policy, balance of trade, and how German deindustrialization affects the country.To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFATo follow more of my work find me on:Davos Macro Quick Takes...
2023-10-0732 minAnalyzing Finance with NickIceberg of Economics Part 6: Georgism, Yield Curves, & MinskyDoes the inverted yield curve means a 2024 recession is inevitable? This video is the sixth part of the Iceberg of Economics series where I break down concepts in the world of economics.To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFATo follow more of my work find me on:Website: http://davosig.comSee...
2023-10-0627 minAnalyzing Finance with NickIceberg of Economics Part 5: Late Stage CapitalismThis video is the fifth part of the Iceberg of Economics series where I break down concepts in the world of economics. Level five focuses on praxeology, anarchism, and supply side economics.To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFA0:00 Intro2:32 Praxeology4:50 Anarchist Economics/Ancaps11:30 Transformation Problem14:32 Supply Side Economics/Reaganomics20:10...
2023-10-0524 minAnalyzing Finance with NickIceberg of Economics Part 4: Austrian Economics & MMTThis video is the fourth part of the Iceberg of Economics series where I break down concepts in the world of economics. Level four begins into the heterodox territory with discussions on Austrian economics and modern monetary theory (MMT).To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFA0:00 Intro0:35 Freakonomincs4:29 Externalities8:32 The Calculation Problem10:47...
2023-10-0440 minAnalyzing Finance with NickIceberg of Economics Part 3: Marxism and SocialismThis video is the third part of the Iceberg of Economics series where I break down concepts in the world of economics. Level three is heavy on central planning policies such as socialism, communism, and rent control.To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFA0:00 Intro0:20 Syndicalism3:42 Central Planning5:50 Communism10:32 Socialism13:27...
2023-10-0332 minAnalyzing Finance with NickIceberg of Economics Part 2This video is the second part of the Iceberg of Economics series where I break down concepts in the world of economics. This episode is the surface level concepts, but as we get deeper it will get crazier.To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFA0:00 Intro2:20 Corporations5:55 Aggregate Supply and Demand8:08...
2023-10-0227 minAnalyzing Finance with NickThe Iceberg of Economics Part 1This video is the first part of the Iceberg of Economics series where I break down concepts in the world of economics. This episode is the surface level concepts, but as we get deeper it will get crazier.To watch the video versions of this show that includes graphs and charts about the topics described in the podcast, subscribe to the YouTube Channel, Analyzing Finance with Nickhttps://www.youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFA0:00 Intro2:20 Keynesianism6:46 Aggregate Supply and...
2023-10-0126 min
Girls' Guide To InvestingGuest Speaker 🎙️Nicholas Pardini🎙️ Founder & Chief Macro Strategist at Davos Investment GroupNicholas Pardini is the Founder & Chief Macro Strategist at Davos Investment Group. Twitter and Clubhouse: @Nicholas-Pardini
Website: http://Davosig.com,YouTube: Ask a Macro Strategist https://youtube.com/channel/UC7TEgC3UwJ2wI6m40rJOAFA Video Indepth Details on Crypto: https://youtu.be/Ac5UHBYBNDM Thank you for listening & supporting the podcast :) https://www.buymeacoffee.com/sneakies, https://enchantedbooks.godaddysites.com/ https://www.paypal.com/paypalme/anonymouscontent (Royal Girl) Funds will go to sound and editing. Paypal (friends & family) petcarebuddies@gmail.com https://www.patreon.com/sneakies Instagram @marylinartist LinkedIn: Marylin Hebert Check out Film Addicts podcast & Enchanti...
2021-06-0727 min
The Acquirers PodcastDavos Man: Nicholas Pardini on global macro trends with Tobias Carlisle on The Acquirers PodcastNicholas Pardini manages Davos Investment Group, a Newport Beach, California-based investment management and research firm specializing in global macro investment analysis. Nicholas manages the Davos Macro Fund and provides research services for institutional clients. His background is in value investing, top-down global macro trading, and volatility markets, giving him a unique perspective on markets.
His firm: https://www.davosig.com/
His twitter: https://twitter.com/nicholaspardini
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, de...
2020-06-0157 min