Shows
Sermons From the Free MarketGuide to Inversion InvestingPeter Pham presents his ideas at the Mining Investment Conference September 2022. Breaking down the thought processes used to identify the differences between:CONTRARIANACTIVIST (passive)RELATIVE STRENGTHThe inversion investing thesis has been updated for Q4 to include analysis of USD and real estate through the lens of inversion investing.The video highlights the points discussed in the audio podcast.Get in touch, we’d love to hear from you! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit inversioninvestor.substack.com
2022-10-0730 min
Sermons From the Free MarketBooster StockToday’s podcast is an excerpt from a conference call, where Peter Pham talks about some approaches to inversion investing. The Inception of the Invisible Economy The king of slaves is a king of air, the air being invisible. The invisible is seen today with the invisible economy in which these false kings enslave the people. GDP, a weapon the king of slaves uses, is not about the empowerment of his slave army - GDP per capita is. A good society should be based on the truth, but socially engineered systems don’t need...
2021-11-1710 min
Sermons From the Free MarketWired Magazine Founder on Vanishing AssetsFounder of Wired magazine and author Kevin Kelly joins the podcast to discuss some of the world’s pressing issues and the release of his new book: Vanishing Asia. We include edited highlights of a conversation with Peter Pham. Topics include:Asset Holders vs AccessorsPrice to weight modelTrust in tracking & big dataOmega Points and expansionsExponential influence vs scales of populationDying countries and living citiesCompetition for inhabitants Salvaging value from disappearing culturesIf you didn’t see our introduction to Inversion Investing, check out the trailer:If you are interested in using Inversion Investing to redeploy some of your asse...
2021-10-2526 min
Sermons From the Free MarketCreating Pockets of LightDoug Casey joins Peter Pham in today’s podcast, where we discuss:Dodging Bolsheviks Pessimistic Prognosis Mandatory Inversions The Prisoner’s Dilemma Omega Point End Game Out of Control Controllers Multinational Playbook The Fables of Fiction Hierarchy Hedonists Dollar Dominance Fearless SpeechRecent PiecesIntel is Inside the Trade WarThe Inversion of EnergyGet in touch to learn more about Inversion Investing This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit inversioninvestor.substack.com
2021-09-0131 min
Sermons From the Free Market"It is the Best Asset Ever!"Peter Pham takes the time to share what’s been on his mind lately. Introducing Communications Director Tom Southerton. Conversation highlights include: Interpreting the struggle between risk & safety across society and markets. The role of hard assets and anticipation of omega points. Being invisible and transcending the Class War. Investing into greatness with cultural assets.The Vision: A Wall Street Bets Portolio? 1) Timing Silver: The Commodity Investment Cycle Index (CIC) is a powerful, one-of-a-kind investment indicator that forecasts the prices of commodities and their stocks. It does this by meticulously tracking the Commodity Cy...
2021-02-231h 00
Sermons From the Free MarketSTOP THE INFO STEAL: Purging the ExpertsPeter Pham of Phoenix Capital Group shares his views on opportunities looking forward during a panel discussion at the Mining Investment Asia on 3rd November 2020. In this podcast, we share edited highlights and hot takes of Peter’s contributions to the conversation moderated by Bloomberg.
2020-11-1223 min
Sermons From the Free MarketSTOP THE INFO STEAL: Purging the ExpertsPeter Pham of Phoenix Capital Group shares his views on opportunities looking forward during a panel discussion at the Mining Investment Asia on 3rd November 2020. In this podcast, we share edited highlights and hot takes of Peter’s contributions to the conversation moderated by Bloomberg.Peter tells us why we should be bearish on gold. Hopes of opening up the economy after a vaccination. USD holding up with an anticipated Biden win. With insights including tech, content, commodities, and more.Later today 12th November, Peter joins Mining Investment North America for another panel di...
2020-11-1223 min
Sermons From the Free MarketWhite House Down: Age of InversionPeter Pham presents Vision 20/20
A guide for investors to fully understand where we are, how we got here, and where we are heading. Using historical, cultural, financial, political, and pragmatic perspectives to offer a panoramic view of opportunities from November 2020 going forwards.
2020-11-0533 min
Sermons From the Free MarketWhite House Down: The Age of InversionPeter Pham presents Vision 20/20. A guide for investors to fully understand where we are, how we got here, and where we are heading. Using historical, cultural, financial, political, and pragmatic perspectives to offer a panoramic view of opportunities from November 2020 going forwards. This presentation was made at the Mining Investment Asia conference on 3rd November 2020. This is a public episode. If you would like to discuss this with other subscribers or get...
2020-11-0533 min
Sermons From the Free MarketConfessions of a Fund Manager.....Zero is Nothing Zero is EverythingZero is Infinity Zero is Singularity Zero is the Omega Point Zero is the Beginning Zero is a Wave Ride the WaveHere is how….A powerful, profitable, and elegantly podcast for investors and tradersThis market is extraordinarily complex, and unfortunately, most trading systems are too. This podcast presents a system that helps filter out the noise. It leaves behind only meaningful signals you need to listen to in...
2020-06-291h 01
Sermons From the Free MarketPeter Pham | 2018 World Mining Summit SpeechThe Commodity Investment Cycle Index (CIC) is a powerful, one-of-a-kind investment indicator that forecasts the prices of commodities and their stocks. It does this by meticulously tracking the Commodity Cycle and how it affects commodity companies. And that’s a crucial tool if you’re a commodity producer, investor, speculator, or analyst. Narrated by Peter Pham at the World Mining Summit 2018 in Perth, Australia.
2018-10-0129 min
Sermons From the Free MarketPeter Pham | 2018 World Mining Summit SpeechThe Commodity Investment Cycle Index (CIC) is a powerful, one-of-a-kind investment indicator that forecasts the prices of commodities and their stocks. It does this by meticulously tracking the Commodity Cycle and how it affects commodity companies. And that’s a crucial tool if you’re a commodity producer, investor, speculator, or analyst. Narrated by Peter Pham at the World Mining Summit 2018 in Perth, Australia. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit inversioninvestor.substack.com
2018-10-0129 min
Sermons From the Free MarketOn the Road with David GallupWhat does it mean to be a citizen of the world, undivided by political and national discourse? These are the questions tackled when David Gallup, President and General Counsel of the World Service Authority joins Peter on the One Road Podcast. The world citizen passport and I.D. card system is discussed as is the validity of both.
David quotes the originator of both systems, Gary Davis, often. Ideas are brought up, including whether you like it or not, whether you know it or not, you are already a world citizen and that every document issued by any government, is...
2018-01-2511 minSermons From the Free MarketOn the Road with Alisa MelekhinaAlisa Melekhina joins Peter for a truly different take on life. All things ‘chess’ are discussed, as well as how to use the lessons of chess in one’s life - from day to day to business and bartering.
The big concepts that are talked about are strategy, tactics and thinking ahead. Perhaps the most interesting takeaway point from the discussion is that no move, regardless of how small, should be made without purpose.
2018-01-2318 minSermons From the Free MarketOne Road Research Unveils the Biggest Opportunity in Today's MarketsPeter is interviewed for a second time on the fantastic Korelin Economics Report. In this excerpt, Cory and Peter discuss the methodology behind One Road Research's upcoming Special Report on Asia.
To listen to the full interview, follow the link:
http://www.kereport.com/2018/01/06/commodities-trend-economic-growth/
To check out the One Road Research site, click here:
http://www.oneroadresearch.com
To visit and check out the excellent content on the Korelin Economics site, head over to:
http://www.kereport.com
2018-01-1107 min
Sermons From the Free MarketOne Road Research Unveils the Biggest Opportunity in Today's MarketsPeter is interviewed for a second time on the fantastic Korelin Economics Report. In this excerpt, Cory and Peter discuss the methodology behind One Road Research's upcoming Special Report on Asia. To listen to the full interview, follow the link:http://www.kereport.com/2018/01/06/commodities-trend-economic-growth/To check out the One Road Research site, click here:http://www.oneroadresearch.comTo visit and check out the excellent content on the Korelin Economics site, head over to:http://www.kereport.com This is a public episode. If you would...
2018-01-1107 minSermons From the Free MarketOn the Road with Porter StansberryPorter Stansberry joins Peter for an intimate talk about family and the future. Porter opens about talking about his past as well as his family and how he approaches being a father. No one in the world owes you anything, which is a lesson he imparts to his sons. Anything that his kids will want they can have, but must go work for it.
One piece of advice he gives is to find a person who is as close to doing at what you want to achieve and do everything you can to work for them, even if its for...
2017-12-2714 minSermons From the Free MarketOn the Road with Alvin RothAlvin Roth joins Peter for a lively discussion on how to create a matchmaking-market while also touching upon commodities and shares. The ever-changing attitudes on various subjects is also debated – mostly on how the things that are considered repugnant evolve and deviate over time in every society.
Alvin ends by speaking to the need for trade agreements to always try to look after the the so-called “losers.” That leaving certain countries high and dry is, in fact, not in the best interests of anybody.
2017-12-0414 min
Sermons From the Free MarketOn the Road with James AltucherThe One Road Podcast, broadcasting financial streams of consciousnessOne Road Podcast uses relevant excerpts from Peter Pham’s excellent Big Trade podcast series and combines the excerpts into a nuanced take on our investment newsletter content.The dynamic and wildly entertaining James Altucher joins Peter to discuss the road to success, how to be diverse in today’s world and speaks to the myth of specialization. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit inversioninvestor.substack.com
2017-12-0407 minSermons From the Free MarketOn the Road with James AltucherThe One Road Podcast, broadcasting financial streams of consciousness
One Road Podcast uses relevant excerpts from Peter Pham’s excellent Big Trade podcast series and combines the excerpts into a nuanced take on our investment newsletter content.
The dynamic and wildly entertaining James Altucher joins Peter to discuss the road to success, how to be diverse in today’s world and speaks to the myth of specialization.
2017-12-0407 min
Sermons From the Free MarketOn the Road with David MorganThe One Road Podcast, broadcasting financial streams of consciousnessOne Road Podcast uses relevant excerpts from Peter Pham’s excellent Big Trade podcast series and combines the excerpts into a nuanced take on our investment newsletter content.In this short excerpt from David Morgan’s talk with Peter, some questions revolving around platinum and palladium are brought up.What we found most compelling in this interview was how David ended it, with a philosophical talk on how to prepare for the future and the inevitable collapse that will occur. No one is protected from...
2017-12-0406 minSermons From the Free MarketOn the Road with David MorganThe One Road Podcast, broadcasting financial streams of consciousness
One Road Podcast uses relevant excerpts from Peter Pham’s excellent Big Trade podcast series and combines the excerpts into a nuanced take on our investment newsletter content.
In this short excerpt from David Morgan’s talk with Peter, some questions revolving around platinum and palladium are brought up.
What we found most compelling in this interview was how David ended it, with a philosophical talk on how to prepare for the future and the inevitable collapse that will occur. No one is protected from financial markets, so learning what to inve...
2017-12-0406 min
Sermons From the Free MarketOn the Road with John PerkinsJohn Perkins joined Peter Pham’s excellent Big Trade series for a frank discussion on just how messed up today’s economy is. The then recent reveal of the Panama Papers acts as fuel for Peter and John to volley back-and-forth between the different viewpoints surrounding the current economic systems in place. John speaks about his book, Confessions of an Economic Hit Man, and about some of his alleged first hand knowledge about working for a cabal of special interest groups, including the US Government. This is a public episode. If you would like...
2017-11-3009 minSermons From the Free MarketOn the Road with John PerkinsJohn Perkins joined Peter Pham’s excellent Big Trade series for a frank discussion on just how messed up today’s economy is.
The then recent reveal of the Panama Papers acts as fuel for Peter and John to volley back-and-forth between the different viewpoints surrounding the current economic systems in place.
John speaks about his book, Confessions of an Economic Hit Man, and about some of his alleged first hand knowledge about working for a cabal of special interest groups, including the US Government.
2017-11-3009 min
Sermons From the Free MarketOn the Road with Doug CaseyThe irascible Doug Casey Joins Peter for a romp through an Anti-Establishment quagmire. Peter and Doug talk about how to be a modern day renaissance man, and how in doing so, helps your odds at speculating. Being an anarchist since 1971, it's not long before the subject switches to how awful all governments are as well as how institutional education will literally waste 4 years of your life. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit inversioninvestor.substack.com
2017-10-2716 minSermons From the Free MarketOn the Road with Doug CaseyThe irascible Doug Casey Joins Peter for a romp through an Anti-Establishment quagmire.
Peter and Doug talk about how to be a modern day renaissance man, and how in doing so, helps your odds at speculating. Being an anarchist since 1971, it's not long before the subject switches to how awful all governments are as well as how institutional education will literally waste 4 years of your life.
2017-10-2716 minSermons From the Free MarketThe Fear of Missing Out > The Fear of LossSimon Black joins Peter Pham to discuss a wide range of topics, including how the world is moving away from the USD, how to deal with China's rising power, how to invest off the mainstream grid and just how much our current financial system is broken (answer: very)
Simon is the founder of Sovereign Man, an intrepid traveler, investor and entrepreneur.
2017-10-2316 min
Sermons From the Free MarketThe Fear of Missing Out > The Fear of LossSimon Black joins Peter Pham to discuss a wide range of topics, including how the world is moving away from the USD, how to deal with China's rising power, how to invest off the mainstream grid and just how much our current financial system is broken (answer: very)Simon is the founder of Sovereign Man, an intrepid traveler, investor and entrepreneur. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit inversioninvestor.substack.com
2017-10-2316 min
Sermons From the Free MarketRick Rule on Asia's boundless potentialRick Rule joins Peter Pham on his renowned Big Trade series. This excerpt made exclusively for One Road Publishing has Rick discussing Gold vs the USD and how all fiat currencies are in a race to the bottom.He then goes into all things China, both in a historical sense and what the future outlook is for the country, especially in financial markets.Commodity trading, in the context of Japan is touched upon before finishing on how everyone needs to pay attention to big governments, oligarchs and the elite. There is a glimmer...
2017-10-1818 minSermons From the Free MarketRick Rule on Asia's boundless potentialRick Rule joins Peter Pham on his renowned Big Trade series. This excerpt made exclusively for One Road Publishing has Rick discussing Gold vs the USD and how all fiat currencies are in a race to the bottom.
He then goes into all things China, both in a historical sense and what the future outlook is for the country, especially in financial markets.
Commodity trading, in the context of Japan is touched upon before finishing on how everyone needs to pay attention to big governments, oligarchs and the elite.
There is a glimmer of hope, as Rick points out there...
2017-10-1818 min
Sermons From the Free MarketOn the Road with Jim RogersJim Rogers is an author, financial mainstay and legendary investor.Peter Pham has an enlightening conversation about happiness, finding and following your path and farming. Roger gets animated about how little we matter and why all things get lost to history. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit inversioninvestor.substack.com
2017-10-1121 minSermons From the Free MarketOn the Road with Jim RogersJim Rogers is an author, financial mainstay and legendary investor.
Peter Pham has an enlightening conversation about happiness, finding and following your path and farming. Roger gets animated about how little we matter and why all things get lost to history.
2017-10-1121 min
Sermons From the Free MarketInnovations in Learning ft. Po-Shen LohPo Shen Loh, mathematics professor at Carnegie Mellon University and founder of expii.com joins The Big Trade series. Peter and Po start the conversation by talking about the concept of inquiry based learning. The pair then delves into the current state of the education system… touching on inequality in the system, testing and cognitive approaches toward learning. Next, Po introduces Expii – an app that encourages inquiry based learning. He explains how he designed the user interface, sequence of questions and the app’s navigation structure. Po concludes the conversation by giving advice on how math and rational thought concepts can be...
2017-03-0318 minSermons From the Free MarketImmigration from Chaostan ft. David GallupDavid Gallup joins The Big Trade Series for the second installment of a two-part series on global citizenship. Peter and David begin by talking about obtaining citizenship through investment, particularly the EB5 program in the U.S, and other ways that people can become citizens of developed countries. Peter goes on to share his thoughts on Jewish refugees during World War II. Then they proceed to discuss immigration in times of war and the role immigrants play in the economic development of receiving countries. Next, the two exchange views on Donald Trump’s job retention policy. David concludes the episode by...
2017-02-1525 min
Sermons From the Free MarketImmigration from Chaostan ft. David GallupDavid Gallup joins The Big Trade Series for the second installment of a two-part series on global citizenship. Peter and David begin by talking about obtaining citizenship through investment, particularly the EB5 program in the U.S, and other ways that people can become citizens of developed countries. Peter goes on to share his thoughts on Jewish refugees during World War II. Then they proceed to discuss immigration in times of war and the role immigrants play in the economic development of receiving countries. Next, the two exchange views on Donald Trump’s job retention policy. David concludes the ep...
2017-02-1525 minSermons From the Free MarketZUGZWANG ft. Alisa MelekhinaAlisa Melekhina, one of the top female chess players in the United States and a professional litigator, joins The Big Trade Series to bring us business insight from a chess master’s point of view. Alisa starts the conversation by distinguishing strategy vs tactic and how chess can help develop these skills. She then talks about how the mindset of thinking ahead in a game of chess is also applicable in business. Peter then shifts the conversation to the rise of artificial intelligence and how computers have changed the chess world. Next, Alisa shares her experience as a litigator. Then, sh...
2017-01-1726 min
Sermons From the Free MarketZUGZWANG ft. Alisa MelekhinaAlisa Melekhina, one of the top female chess players in the United States and a professional litigator, joins The Big Trade Series to bring us business insight from a chess master’s point of view. Alisa starts the conversation by distinguishing strategy vs tactic and how chess can help develop these skills. She then talks about how the mindset of thinking ahead in a game of chess is also applicable in business. Peter then shifts the conversation to the rise of artificial intelligence and how computers have changed the chess world. Next, Alisa shares her experience as a litigator. Th...
2017-01-1726 minSermons From the Free MarketA Borderless World ft. David GallupDavid Gallup, head of World Service Authority (WSA) joins The Big Trade Series. David starts the conversation by introducing his organization and describing how they help the United Nations spread its universal values and educate citizens in a globalised world. Peter and David then talk about the “World Passport,” which is the WSA’s best-known product. David explains how the “World Passport” facilitates international free travel and immigration. Their exchange on the “World Passport” is followed by discussions on various topics including the potential of a “global currency” that supports the idea of “world citizenship,” deglobalization trends around the world and the WSA’s funding...
2017-01-1735 minSermons From the Free MarketPhoenix Capital Group Q&A Session ft. Brian CotterThis week, Peter is joined by Brian Cotter, host of "Growth Tigers” podcast, for a thrilling journey into Vietnam’s entrepreneurial ecosystem. In this special episode, Peter walks us through his adventures at both the individual and corporate level. Peter starts off by talking about how he founded Phoenix Capital Group, the company’s core values and its unique approach to “ordering chaos”. He also introduces Phoenix’s key services – financial advisory and digital marketing – and how their synergy creates unparalleled value for clients. He also goes into detail about his quantitative approach and explains how Vietnamese companies haven’t utilized the power...
2017-01-0547 min
Sermons From the Free MarketPhoenix Capital Group Q&A Session ft. Brian CotterThis week, Peter is joined by Brian Cotter, host of "Growth Tigers” podcast, for a thrilling journey into Vietnam’s entrepreneurial ecosystem. In this special episode, Peter walks us through his adventures at both the individual and corporate level. Peter starts off by talking about how he founded Phoenix Capital Group, the company’s core values and its unique approach to “ordering chaos”. He also introduces Phoenix’s key services – financial advisory and digital marketing – and how their synergy creates unparalleled value for clients. He also goes into detail about his quantitative approach and explains how Vietnamese companies haven’t utilized the pow...
2017-01-0547 minSermons From the Free MarketThe Empire has Fallen ft. Patrick WymanPatrick Wyman, host of “Fall of Rome” podcast, joins us on The Big Trade series for a fascinating conversation on the Roman Empire. Patrick opens the episode with a discussion about how the Roman Empire related to the modern democracy and republic. The conversation shifts to how the country established its borders and global trade evolved. Peter and Patrick then delve into the origin of Natural Laws and Common Law as Rome transitioned from republic to empire. He also describes the collapse of Roman Empire and details what America can learn from it. Throughout the podcast, they discuss different economic scho...
2016-12-2724 minSermons From the Free MarketA Brief History of Corporate Bonds ft. Chris WhiteChris White, founder of ViableMkts, joins The Big Trade Series for another insightful conversation about capital markets. Peter and Chris start off by discussing the evolution of equity markets, Chris tells the story of the formation of the NASDAQ and the first flash crash. The conversation shifts to the fixed income markets as the two discuss about: a potential peak in the market, junk bonds and the Fed. Chris concludes the conversation by explaining why the bond market is at an inflection point.
2016-12-1226 min
Sermons From the Free MarketThe Republic ft. Ron PaulRon Paul, a former member of the U.S. House of Representatives and three-time presidential candidate, joins The Big Trade series for an interesting conversation on US politics. Ron started this episode by talking about his profound history and experience in dealing with central bankers throughout his career. He then shares his insightful discussions he had with former Chairman of the Federal Reserve – Ben Bernanke. At that point, the two delve into the impact of bureaucrats on central banks and the role of central banks in free markets. On that occasion, Peter shares his conversation with Doug Casey about Natural La...
2016-11-2220 minSermons From the Free MarketTexas Hedge ft. Ole BjergOle Bjerg joins The Big Trade for a fascinating conversation on the beauty of poker and its linkage to capitalism. Ole starts off by introducing his book “Poker: The Parody of Capitalism”, and his exploration of the philosophical and psychological component of poker; and Peter adds his thoughts on the origins of Monopoly to enhance the subject. The two then dive into strategies applied to this game as they both agree that particular hand of poker is perceived to have different gaming value. Following is a discussion on the parallel between the Casino and capitalism, Peter and Ole discuss on vari...
2016-11-1633 min
Sermons From the Free MarketTexas Hedge ft. Ole BjergOle Bjerg joins The Big Trade for a fascinating conversation on the beauty of poker and its linkage to capitalism. Ole starts off by introducing his book “Poker: The Parody of Capitalism”, and his exploration of the philosophical and psychological component of poker; and Peter adds his thoughts on the origins of Monopoly to enhance the subject. The two then dive into strategies applied to this game as they both agree that particular hand of poker is perceived to have different gaming value. Following is a discussion on the parallel between the Casino and capitalism, Peter and Ole discuss on v...
2016-11-1633 minSermons From the Free MarketThe Deep State ft. Doug CaseyThis week, Doug Casey, best-selling author, world-renowned speculator, and libertarian philosopher, joins us for the second time. Doug starts off by talking his recent adventure to Zimbabwe, then shares his perspective and blueprint for developing countries. The two then delve into the Natural Law topic, Peter brings the story of European colonization of North America as a case study of this law. The conversation shifts to Doug’s newest book – “Speculator” as Doug teases a few interesting bits and philosophical thoughts of his novel. Peter and Doug then argue whether technological innovation and globalization is a threat to society. This episode...
2016-11-0847 min
Sermons From the Free MarketThe Deep State ft. Doug CaseyThis week, Doug Casey, best-selling author, world-renowned speculator, and libertarian philosopher, joins us for the second time. Doug starts off by talking his recent adventure to Zimbabwe, then shares his perspective and blueprint for developing countries. The two then delve into the Natural Law topic, Peter brings the story of European colonization of North America as a case study of this law. The conversation shifts to Doug’s newest book – “Speculator” as Doug teases a few interesting bits and philosophical thoughts of his novel. Peter and Doug then argue whether technological innovation and globalization is a threat to society. This epi...
2016-11-0847 min
Sermons From the Free MarketWizards and Sharks ft. Jack SchwagerPeter recently spoke with Jack Schwager, a futures and hedge fund industry expert as well as author of the book “ Market Wizards.” Jack starts off by discussing some of the competitive advantage studies that resonate with him. Then Peter and Jack turn their attention to the easing policies being implemented in the global monetary system, particularly negative interest rates in Japan and the EU. Jack also illustrates the value of “doing nothing” which is one of his theories. Next, Peter shares his one of his own trading strategies on using human psychology as a tool. To conclude, Peter and Jack sha...
2016-05-1636 min
Sermons From the Free MarketWizards and Sharks ft. Jack SchwagerPeter recently spoke with Jack Schwager, a futures and hedge fund industry expert as well as author of the book “ Market Wizards.” Jack starts off by discussing some of the competitive advantage studies that resonate with him. Then Peter and Jack turn their attention to the easing policies being implemented in the global monetary system, particularly negative interest rates in Japan and the EU. Jack also illustrates the value of “doing nothing” which is one of his theories. Next, Peter shares his one of his own trading strategies on using human psychology as a tool. To conclude, Peter and Jack share id...
2016-05-1636 minSermons From the Free MarketSilver Lining ft. David MorganDavid Morgan, a silver market analyst , joins “The Big Trade” series. Peter shares the origin of how he got to know David in the early 2000’s and how it influence his large position in silver. Next, they discuss the global currency system and silver price projections. They delve into the global debt and economic philosophy. David concludes with a warning to investors about the upcoming financial crisis.
2016-05-0625 minSermons From the Free MarketReminiscences of a Economic Hitman ft. John PerkinsJohn Perkins, author of the book "Confessions of an Economic Hitman" was recently on The Big Trade Series. John first discusses some inside information related to the Panama Papers leak. Peter and John then delve into why and how some companies and people chose Panama as a tax heaven. The conversation then moves onto frontier and emerging markets and how some, especially China, mostly invest in infrastructure to grow the economy by using debt. They then turn their attention to Vietnam, and how it will become more a part of the global economic community through trade agreements like the Trans-Pacific...
2016-04-2934 min
Sermons From the Free MarketWar, Death and Gold ft. Jim RickardsJim Rickards, author of the well-known book “Currency Wars,” joins The Big Trade series for an enlightening conversation on the world’s foreign exchange markets. Peter starts the conversation by mentioning the chronological logic of Jim’s published books, from “Currency Wars” to “The Death of Money” and “The New Case for Gold.” Jim also shares with Peter the evolution of his ideas. The discussion quickly shifts to the role of gold as a reserve currency in the modern economy and Jim gives his predictions about global currency markets. The two then delve into the Fed’s solvency, Jim explains why the U.S...
2016-04-2117 minSermons From the Free MarketWar, Death and Gold ft. Jim RickardsJim Rickards, author of the well-known book “Currency Wars,” joins The Big Trade series for an enlightening conversation on the world’s foreign exchange markets. Peter starts the conversation by mentioning the chronological logic of Jim’s published books, from “Currency Wars” to “The Death of Money” and “The New Case for Gold.” Jim also shares with Peter the evolution of his ideas. The discussion quickly shifts to the role of gold as a reserve currency in the modern economy and Jim gives his predictions about global currency markets. The two then delve into the Fed’s solvency, Jim explains why the U.S. Treasury...
2016-04-2117 min
Sermons From the Free MarketAdventures of the VN30 Equal Weight Index ft. Jim RogersLegendary investor, Jim Rogers, comes back to The Big Trade Series for an insightful conversation on capital markets. Peter and Jim start with an update on their US dollar positions, which they discussed last year. The discussion moves on to global currencies, they talk about the possible relationship between the US dollar and Chinese renminbi, the growth of the renminbi, and how some currencies would benefit from a rate hike. The conversation shifts to the agricultural industry and Peter talks about the attractiveness of this space in Vietnam. Jim then shares his thoughts on government incentives. The...
2016-04-0836 minSermons From the Free MarketAdventures of the VN30 Equal Weight Index ft. Jim RogersLegendary investor, Jim Rogers, comes back to The Big Trade Series for an insightful conversation on capital markets. Peter and Jim start with an update on their US dollar positions, which they discussed last year. The discussion moves on to global currencies, they talk about the possible relationship between the US dollar and Chinese renminbi, the growth of the renminbi, and how some currencies would benefit from a rate hike. The conversation shifts to the agricultural industry and Peter talks about the attractiveness of this space in Vietnam. Jim then shares his thoughts on government incentives.
The two next delve...
2016-04-0836 min
Sermons From the Free MarketAnalyzing Markets and Managing Risk ft. Howard SimonsThis week, Howard L. Simons, a prominent investor and president of Rosewood Trading - Simons Research, joins The Big Trade Series. Peter begins the conversation by announcing the official release of the Vietnamese edition of his book - The Big Trade. The two then delve into index construction and stock market components. Peter shares the exceptional features of VN30 equal weighted index, which will be launched next month by Peter's Phoenix Global Wealth Management. The dialogue then shifts to how negative rates in Europe impact the US economy and their potential influence in the future, Simon shares concerns about...
2016-03-3127 minSermons From the Free MarketAnalyzing Markets and Managing Risk ft. Howard SimonsThis week, Howard L. Simons, a prominent investor and president of Rosewood Trading - Simons Research, joins The Big Trade Series. Peter begins the conversation by announcing the official release of the Vietnamese edition of his book - The Big Trade. The two then delve into index construction and stock market components. Peter shares the exceptional features of VN30 equal weighted index, which will be launched next month by Peter's Phoenix Global Wealth Management. The dialogue then shifts to how negative rates in Europe impact the US economy and their potential influence in the future, Simon shares concerns about financial...
2016-03-3127 min
Sermons From the Free MarketIs the World’s Most Sinful Fruit About to be Annihilated? ft. Dan Koeppel Dan Koeppel, a banana connoisseur, joins The Big Trade Series for an interesting conversation on the most consumed fruit in the world. Peter and Dan start at the beginning with Adam and Eve and then bananas throughout history. Peter talks about the importance of bananas worldwide, and Dan shares his concerns about the Panama disease and its effects on the Cavendish banana – the world's most important commercial banana. The two then delve into the banana business model and the risk involved in mono-culture cultivation. This is followed by the interesting story of bananas in America and how it evolved fr...
2016-01-2227 minSermons From the Free MarketIs the World’s Most Sinful Fruit About to be Annihilated? ft. Dan KoeppelDan Koeppel, a banana connoisseur, joins The Big Trade Series for an interesting conversation on the most consumed fruit in the world. Peter and Dan start at the beginning with Adam and Eve and then bananas throughout history. Peter talks about the importance of bananas worldwide, and Dan shares his concerns about the Panama disease and its effects on the Cavendish banana – the world's most important commercial banana. The two then delve into the banana business model and the risk involved in mono-culture cultivation. This is followed by the interesting story of bananas in America and how it evolved from in...
2016-01-2227 minSermons From the Free MarketThe Big Trade Redux ft. Frank CurzioThis week, Frank Curzio, a prominent voice in the markets, host of the Wall Street Unplugged podcast and the first ever guest of The Big Trade Series will join us for a second time. Frank begins by sharing anecdotes on his 10 years of experience with Wall Street Unplugged. They discuss featured guests including David Jacobson, the U.S. Ambassador to Canada, Alvin Roth, a winner of the Nobel Prize for economics, and the legendary investor Jim Rogers. The dialogue shifts to insights on the market. Frank mentions opportunities in General Electric (GE) stock as Peter raises concerns regarding their share...
2015-11-2537 min
Sermons From the Free MarketWill the US Dollar Collapse? ft. Jeff BerwickJeff Berwick, an entrepreneur, libertarian and author of The Dollar Vigilante joins us for a thought-provoking conversation on Shemitah year. Jeff begins by giving a synopsis of his crisis forecast. The conversation quickly shifts to the subject of the Shemitah year. Peter shares thoughts on the conflict between the Shemitah and election year. Jeff explains the myth behind the Jewish tradition and discusses the volatility of the worldwide financial market. After, the two delve into the Fed’s decision on the possibility of an interest rate hike while the US government is heavily indebted. They consider the Fed’s effo...
2015-11-0435 minSermons From the Free MarketWill the US Dollar Collapse? ft. Jeff BerwickJeff Berwick, an entrepreneur, libertarian and author of The Dollar Vigilante joins us for a thought-provoking conversation on Shemitah year. Jeff begins by giving a synopsis of his crisis forecast. The conversation quickly shifts to the subject of the Shemitah year. Peter shares thoughts on the conflict between the Shemitah and election year. Jeff explains the myth behind the Jewish tradition and discusses the volatility of the worldwide financial market. After, the two delve into the Fed’s decision on the possibility of an interest rate hike while the US government is heavily indebted. They consider the Fed’s effort to c...
2015-11-0435 minSermons From the Free MarketThe Art of War for Business ft. Becky Sheetz - Runkle and Mark McNeillyBecky Sheetz-Runkle and Mark McNeilly of Sun Tzu Strategies and the authors of several books, join us on The Big Trade series for a discussion on the basis of their views, Sun Tzu's Art of War. The conversation begins on the existence of Sun Tzu as Mark provides facts and Becky shares a bit on the mysterious story surrounding him. A wide interpretation on the prolific book follows as Becky discusses key strategies and tactics that may be applied to business and modern life, shedding light on which key strengths are needed for small businesses to beat the big players...
2015-10-271h 16Sermons From the Free MarketWho Gets What - and Why ft. Professor Alvin RothAlvin Roth, winner of the Nobel Prize in Economic Sciences and Professor of Economics at Stanford University joins us on The Big Trade Series for an insightful conversation on market design. Alvin introduces his concepts on the commodity and matching markets. A discussion follows on which category the stock market falls into and its implications, as well as the impact of capital control and the role of high frequency trading. Peter shares his concerns regarding the TPP, particularly on protectionism and its impacts on multinational companies. The conversation then shifts to repugnant transactions as Alvin provides examples including Uber, same...
2015-10-1335 minSermons From the Free MarketThe Energy World is Flat ft. Diego ParrillaDiego Parrilla, Fund Manager and Head of Business Development at Dymon Asia Capital and the co-author of "The Energy World is Flat", joins us on The Big Trade Series. Diego begins by speaking about his fund management experience in Singapore. Next, Peter and Diego discuss the flattening energy world and address the implications of rapid transformation and technological development in the oil and gas industry. Diego shares opportunities in the industry that concern investors. The discussion then progresses into geopolitical impacts on the overall energy complex, focusing on a case study on Gazprom’s growing presence in Asia. The conversation co...
2015-10-0729 minSermons From the Free MarketThe Shemitah ft. George UreGeorge Ure, founder of urbansurvival.com and peoplenomics.com and co-founder of Web Bot joins The Big Trade Series. George starts the conversation by talking about the story of his Web Bot project, his insights into forecasting and predicting the market and the evolution of aggregate indices in regards to both the global and the U.S. market. The two then delve into the parameters and merits of index construction. George quickly provides his thoughts on on-balance volume indicator by Joe Granville and Peter shares his approach to price and volume in trading and gives some examples of his work...
2015-09-1038 minSermons From the Free MarketEnder's Game ft. Tom RubyTom Ruby sits down with Peter for another tactful conversation on strategic planning. To begin part two, Peter talks about how to cut out of the noise of bad information in decision-making. Tom then shares his experience with his consultant business. This is followed by a discussion on their mutual interest in the military science fiction novel, Ender’s Game, which was transformed into a movie in 2013. The discussion then progresses to cover social trends in regards to personal expertise. After that, Tom talks about his greatest strategists and their tactics used in warfare. The conversation concludes with few helpful st...
2015-09-0144 min
Sermons From the Free MarketEnder's Game ft. Tom RubyTom Ruby sits down with Peter for another tactful conversation on strategic planning. To begin part two, Peter talks about how to cut out of the noise of bad information in decision-making. Tom then shares his experience with his consultant business. This is followed by a discussion on their mutual interest in the military science fiction novel, Ender’s Game, which was transformed into a movie in 2013. The discussion then progresses to cover social trends in regards to personal expertise. After that, Tom talks about his greatest strategists and their tactics used in warfare. The conversation concludes with few he...
2015-09-0144 minSermons From the Free MarketThe Arts of War ft. Tom RubyTom Ruby, strategist and CEO of Bluegrass Critical Thinking Solutions joins The Big Trade Series for a two-part conversation. Peter and Tom start off by talking about strategies based on limited resources. The two then delve to various topics including strategies for startups, the difference in mind set between the East and the West, and various determinants of individual and business success. After that, Peter shares some tactics that he uses to do business in Vietnam, particularly relating to taking advantage of digital marketing. They then discuss how to use quantitative analysis in trading and how this method works in...
2015-08-2639 min
Sermons From the Free MarketThe Arts of War ft. Tom RubyTom Ruby, strategist and CEO of Bluegrass Critical Thinking Solutions joins The Big Trade Series for a two-part conversation. Peter and Tom start off by talking about strategies based on limited resources. The two then delve to various topics including strategies for startups, the difference in mind set between the East and the West, and various determinants of individual and business success. After that, Peter shares some tactics that he uses to do business in Vietnam, particularly relating to taking advantage of digital marketing. They then discuss how to use quantitative analysis in trading and how this method works...
2015-08-2639 minSermons From the Free MarketChinese Market Crash ft. Rob KoeppRob Koepp, a writer and director of The Economist Corporate Network joins The Big Trade Series for a wonderful conversation on China economy. Rob starts off by explaining the Chinese stock market situation. The two then share their thoughts on the boom in China equities in the recent years, Peter quickly provides his views onthe sustainability of the growth of the economy, Rob talks about the opportunities in this market turmoil by bringing his bottom-up analysis approach. After that, they delve into various topics including market liberalization in the central planned economy, the surge of Chinese IPOs on US stocks...
2015-07-2928 minSermons From the Free MarketThe Road to Luxury & Social Media ft. Ashok Som ft. Peter ShankmanIn a very special episode of The Big Trade Series, Phoenix Capital’s very own Jeremy Greenberg stands in for Peter as host of the show. Jeremy and Peter start off by sharing their thoughts on life in Asia and their mutual love of HBO’s “Game of Thrones”. Jeremy is then joined by Ashok Som, professor at the ESSEC Business School, and author of “The Road to Luxury: The Evolution, Markets and Strategies of Luxury Brand Management”. Jeremy and Ashok first discuss the importance of business school for young professionals, followed by an in-depth discussion on the evolution of luxury produ...
2015-06-3048 min
Sermons From the Free MarketThe Road to Luxury & Social Media ft. Ashok Som ft. Peter ShankmanIn a very special episode of The Big Trade Series, Phoenix Capital’s very own Jeremy Greenberg stands in for Peter as host of the show. Jeremy and Peter start off by sharing their thoughts on life in Asia and their mutual love of HBO’s “Game of Thrones”. Jeremy is then joined by Ashok Som, professor at the ESSEC Business School, and author of “The Road to Luxury: The Evolution, Markets and Strategies of Luxury Brand Management”. Jeremy and Ashok first discuss the importance of business school for young professionals, followed by an in-depth discussion on the evolution of luxury pr...
2015-06-3048 minSermons From the Free MarketAsia’s Billionaire Boy’s Club ft. Geoff HiscockGeoff Hiscock, a business journalist and author on Asian business joins The Big Trade Series. Geoff starts off by sharing the concepts from his books “Asia’s Wealth Club” and “Asia’s New Wealth Club”. Specifically, he covers the rising number of wealthy people in China, the perspectives on South East Asia and explains why Shanghai is a financial hub in Asia. Peter continues by covering his ideas on the correlation between market liberalization and the wealth of high net worth individuals in each country. The two then discuss India and the problems occurring there as well as the growth of the “weal...
2015-06-1727 min
Sermons From the Free MarketFight of the Century ft. Peter Pham vs. Marc LichtenfeldIt’s the fight of the century as Peter squares off with Marc Lichtenfeld of The Oxford Club in an attempt to settle the debate of the merits of technical analysis versus Peter’s own methodology laid out in “The Big Trade”. Peter gets the action underway by giving an overview of the topic of his book and the strategy outlined within the book. Marc puts Peter on the ropes with a flurry of questions relating to the underlying data in Peter’s methodology. Peter responds with a devastating combination of reification and multistability leaving the fight very much in the bal...
2015-06-0221 minSermons From the Free MarketFight of the Century ft. Peter Pham vs. Marc LichtenfeldIt’s the fight of the century as Peter squares off with Marc Lichtenfeld of The Oxford Club in an attempt to settle the debate of the merits of technical analysis versus Peter’s own methodology laid out in “The Big Trade”. Peter gets the action underway by giving an overview of the topic of his book and the strategy outlined within the book. Marc puts Peter on the ropes with a flurry of questions relating to the underlying data in Peter’s methodology. Peter responds with a devastating combination of reification and multistability leaving the fight very much in the balanc...
2015-06-0221 minSermons From the Free MarketSellside to Buyside ft. Turney DuffThis week Peter speaks with Turney Duff, author of “The Buy Side”. Turney begins by sharing his own experience with working on Wall Street and talks about his current Showtime project, "Billionaires". They then delve into topics including politics in the office and how Turney shifted from private wealth into trading. The discussion shifts into trading methodology, Peter shares his approach in “The Big Trade”.The conversation concludes with some advice to young people on working on Wall Street.
2015-04-3053 min
Sermons From the Free MarketSellside to Buyside ft. Turney DuffThis week Peter speaks with Turney Duff, author of “The Buy Side”. Turney begins by sharing his own experience with working on Wall Street and talks about his current Showtime project, "Billionaires". They then delve into topics including politics in the office and how Turney shifted from private wealth into trading. The discussion shifts into trading methodology, Peter shares his approach in “The Big Trade”.The conversation concludes with some advice to young people on working on Wall Street. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus...
2015-04-3053 min
Sermons From the Free MarketThe Investment University ft. Marc LichtenfeldMarc Lichtenfeld of The Oxford Club and Investment U joins the conversation. The discussion begins with a topic Marc is quite well versed in, boxing. They quickly shift to another hot topic, cybersecurity and the outlook for that industry. Marc shares his thoughts on a timeline for the potential recovery of crude oil prices. Peter and Marc discuss ways for investors to get in on the oil industry now. Marc subsequently shares his 10-11-12 System, as outlined in his book, “Get Rich with Dividends”. Peter shares a bit of his own trading strategy, and the two discuss the meri...
2015-04-1627 minSermons From the Free MarketThe Investment University ft. Marc LichtenfeldMarc Lichtenfeld of The Oxford Club and Investment U joins the conversation. The discussion begins with a topic Marc is quite well versed in, boxing. They quickly shift to another hot topic, cybersecurity and the outlook for that industry. Marc shares his thoughts on a timeline for the potential recovery of crude oil prices. Peter and Marc discuss ways for investors to get in on the oil industry now. Marc subsequently shares his 10-11-12 System, as outlined in his book, “Get Rich with Dividends”. Peter shares a bit of his own trading strategy, and the two discuss the merits of v...
2015-04-1627 min
Sermons From the Free MarketTraditional Technical Analysis ft. Peter BrandtPeter Brandt joins the podcast to talk trading. He starts out talking about his history as a trader and what got him into trading. They jump into a discussion about the Sharpe ratio and whether or not it is overrated. Peter B. goes on to share his trading methodology and his inspiration in the industry. He then shares whether or not his strategy is grounded in probabilities and whether or not his strategy can be replicated by other traders. This progresses into a discussion on the reliability of charts. Peter B. shares his preference in charts, followed by a...
2015-03-0632 min
Sermons From the Free MarketTraditional Technical Analysis ft. Peter BrandtPeter Brandt joins the podcast to talk trading. He starts out talking about his history as a trader and what got him into trading. They jump into a discussion about the Sharpe ratio and whether or not it is overrated. Peter B. goes on to share his trading methodology and his inspiration in the industry. He then shares whether or not his strategy is grounded in probabilities and whether or not his strategy can be replicated by other traders. This progresses into a discussion on the reliability of charts. Peter B. shares his preference in charts, followed by a discussion...
2015-03-0602 minSermons From the Free MarketMillennial Money ft. Patrick O’ShaughnessyPatrick O’Shaughnessy joins The Big Trade Series. They start out talking about valuing companies and the concept of shareholder yield and the impact of interest rates. They move on to discuss the “millennial” generation and Patrick’s book intended for that audience. Patrick and Peter talk about investment trends among millennials. Patrick shares the value and importance of starting to invest at a young age. Peter and Patrick talk about some interesting books that they have been reading. Peter talks about what he’s been up to and shares some insight on some important market trends.
2015-02-2737 min
Sermons From the Free MarketMillennial Money ft. Patrick O’ShaughnessyPatrick O’Shaughnessy joins The Big Trade Series. They start out talking about valuing companies and the concept of shareholder yield and the impact of interest rates. They move on to discuss the “millennial” generation and Patrick’s book intended for that audience. Patrick and Peter talk about investment trends among millennials. Patrick shares the value and importance of starting to invest at a young age. Peter and Patrick talk about some interesting books that they have been reading. Peter talks about what he’s been up to and shares some insight on some important market trends. This is a...
2015-02-2737 minSermons From the Free MarketShareholder Yield II ft. Meb FaberMeb and Peter pick up where they left off in part one with a discussion on shareholder yield. They talk about the importance of capital allocation and how it applies to shareholder yield. Meb shares his thoughts on some of the positives and negatives of various investment approaches. Peter shares his thoughts on different restrictions on diversification and foreign investment, and the two discuss possibilities for global diversification. They conclude the show with a word association game pertaining to capital markets.
2015-02-2732 min
Sermons From the Free MarketShareholder Yield II ft. Meb FaberMeb and Peter pick up where they left off in part one with a discussion on shareholder yield. They talk about the importance of capital allocation and how it applies to shareholder yield. Meb shares his thoughts on some of the positives and negatives of various investment approaches. Peter shares his thoughts on different restrictions on diversification and foreign investment, and the two discuss possibilities for global diversification. They conclude the show with a word association game pertaining to capital markets. This is a public episode. If you would like to discuss this with other subscribers or...
2015-02-2732 minSermons From the Free MarketMarket Wizard ft. Jack SchwagerJack Schwager joins Peter in this week’s episode. The episode begins with an introduction on Jack’s new company, Fundseeder.com. Jack then shares his thoughts on why markets are inefficient. Peter and Jack discuss Jack’s “Market Wizards” series, and Jack shares some of his most memorable interviews over the course of his writings. They discuss various trading techniques and how they can be best utilized, and Jack gives his opinion on the best market wizard of all time. Jack shares how all of his research has affected his own trading strategy. The episode concludes with Jack sharing some highl...
2015-02-1755 min
Sermons From the Free MarketMarket Wizard ft. Jack SchwagerJack Schwager joins Peter in this week’s episode. The episode begins with an introduction on Jack’s new company, Fundseeder.com. Jack then shares his thoughts on why markets are inefficient. Peter and Jack discuss Jack’s “Market Wizards” series, and Jack shares some of his most memorable interviews over the course of his writings. They discuss various trading techniques and how they can be best utilized, and Jack gives his opinion on the best market wizard of all time. Jack shares how all of his research has affected his own trading strategy. The episode concludes with Jack sharing so...
2015-02-1755 minSermons From the Free MarketMagnum Opus ft. Rick RuleRick Rule shares his market insights with Peter in this week’s episode. They start out talking about commodities cycles and the current state of commodities. The conversation shifts to gold, the US dollar and global currencies. Peter discusses his own technique for using US dollar as a hedge in his portfolio and Rick gives his own insight on this topic. Peter and Rick talk about growing Chinese presence in global commodities futures markets. They discuss specific commodities including Uranium, followed by a discussion on the oil shale boom. Peter and Rick discuss how to invest in today’s natural reso...
2015-02-0959 min
Sermons From the Free MarketMagnum Opus ft. Rick RuleRick Rule shares his market insights with Peter in this week’s episode. They start out talking about commodities cycles and the current state of commodities. The conversation shifts to gold, the US dollar and global currencies. Peter discusses his own technique for using US dollar as a hedge in his portfolio and Rick gives his own insight on this topic. Peter and Rick talk about growing Chinese presence in global commodities futures markets. They discuss specific commodities including Uranium, followed by a discussion on the oil shale boom. Peter and Rick discuss how to invest in today’s natu...
2015-02-0959 minSermons From the Free MarketLateral Thinking ft. James AltucherJames Altucher joins The Big Trade Series to share some of his trials and tribulations with entrepreneurship. He shares some of the concepts from his book “Choose Yourself”, including his “daily practice”. Peter and James discuss the value of career diversity, and how to turn a business idea into reality. James talks about some of his successes and failures in business, and the show ends with Peter and James exchanging career stories and advice.
2015-01-2947 min
Sermons From the Free MarketLateral Thinking ft. James AltucherJames Altucher joins The Big Trade Series to share some of his trials and tribulations with entrepreneurship. He shares some of the concepts from his book “Choose Yourself”, including his “daily practice”. Peter and James discuss the value of career diversity, and how to turn a business idea into reality. James talks about some of his successes and failures in business, and the show ends with Peter and James exchanging career stories and advice. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit inversioninvestor.substack
2015-01-2947 min
Sermons From the Free MarketSurvival of the Fittest ft. Andrew HorowitzThis week Peter is joined by Andrew Horowitz, host of “TDI Podcast” and “DH Unplugged” and President of Horowitz & Company. They begin with a discussion on quantitative analysis and Peter and Andrew exchange perspectives on the subject. Andrew follows this discussion with a 2015 market outlook, including a back and forth on currencies and interest rates. Andrew and Peter continue the show with a lengthy debate on the emergence of Asian markets, Vietnam in particular. The episode concludes with Andrew sharing his thoughts on oil prices and Russia’s 2015 prospects. This is a public episode. If you would like to di...
2015-01-2038 minSermons From the Free MarketSurvival of the Fittest ft. Andrew HorowitzThis week Peter is joined by Andrew Horowitz, host of “TDI Podcast” and “DH Unplugged” and President of Horowitz & Company. They begin with a discussion on quantitative analysis and Peter and Andrew exchange perspectives on the subject. Andrew follows this discussion with a 2015 market outlook, including a back and forth on currencies and interest rates. Andrew and Peter continue the show with a lengthy debate on the emergence of Asian markets, Vietnam in particular. The episode concludes with Andrew sharing his thoughts on oil prices and Russia’s 2015 prospects.
2015-01-2038 min
Sermons From the Free MarketAntifragile Investments ft. Vitaliy KatsenelsonPeter chats with Vitaliy Katsenelson, CIO of Investment Management Associates, Inc. Peter and Vitaliy discuss climate-changing events in markets, and the effects of these events. The discussion shifts to the Chinese bubble, followed by Vitaliy sharing his thoughts on Tesco and Apple. Vitaliy shares the idea of the “second best hand” and how it applies to portfolio management, which progresses into a discussion on anti-fragility. The episode concludes with Vitaliy sharing his thoughts on the current situation in Russia. This is a public episode. If you would like to discuss this with other subscribers or get access to b...
2015-01-1630 minSermons From the Free MarketAntifragile Investments ft. Vitaliy KatsenelsonPeter chats with Vitaliy Katsenelson, CIO of Investment Management Associates, Inc. Peter and Vitaliy discuss climate-changing events in markets, and the effects of these events. The discussion shifts to the Chinese bubble, followed by Vitaliy sharing his thoughts on Tesco and Apple. Vitaliy shares the idea of the “second best hand” and how it applies to portfolio management, which progresses into a discussion on anti-fragility. The episode concludes with Vitaliy sharing his thoughts on the current situation in Russia.
2015-01-1630 min
Sermons From the Free MarketThe 2000 Year Old Man ft. Richard MayburyRichard Maybury, publisher of the “Early Warning Report” newsletter and author of the renowned “Uncle Eric” book series, joins Peter for part one of a two-part discussion. They begin with an overview on models and paradigms, and how these concepts are apparent in everyday success in life. The discussion progresses with a commentary on the modern workforce, followed by Richard’s thoughts on two prominent models within society; natural law and free markets. Peter and Richard discuss private property around the world, the purpose of education, inflation and central banks, and the concepts of freedom and liberty. This is a...
2015-01-0641 minSermons From the Free MarketThe 2000 Year Old Man ft. Richard MayburyRichard Maybury, publisher of the “Early Warning Report” newsletter and author of the renowned “Uncle Eric” book series, joins Peter for part one of a two-part discussion. They begin with an overview on models and paradigms, and how these concepts are apparent in everyday success in life. The discussion progresses with a commentary on the modern workforce, followed by Richard’s thoughts on two prominent models within society; natural law and free markets. Peter and Richard discuss private property around the world, the purpose of education, inflation and central banks, and the concepts of freedom and liberty.
2015-01-0641 min
Sermons From the Free MarketGlobal Growth and Income II ft. Kim IsykanPart two of Peter’s discussion with Kim Isykan, editor of The Global Contrarian newsletter, starts with a focus on Asian markets. Peter and Kim talk about Myanmar’s cloudy future, Thailand’s emerging power, and the questions surrounding Mongolia’s sudden stock market pitfalls. The episode concludes with Kim sharing his thoughts on the great enigma that is Venezuela. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit inversioninvestor.substack.com
2014-12-3026 minSermons From the Free MarketGlobal Growth and Income II ft. Kim IsykanPart two of Peter’s discussion with Kim Isykan, editor of The Global Contrarian newsletter, starts with a focus on Asian markets. Peter and Kim talk about Myanmar’s cloudy future, Thailand’s emerging power, and the questions surrounding Mongolia’s sudden stock market pitfalls. The episode concludes with Kim sharing his thoughts on the great enigma that is Venezuela.
2014-12-3026 min