PODCAST · business
Dr Dark After Dark
by Chris Dark
Each episode we deep dive into a specific macro issue, or have a candid topical discussion with a guest
Episodes
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#2.4: Tim Boyd (Blueshirt Advisors, ex-Bridgewater) on macro, trading vs investing, volatility and much more
Tim Boyd (Blueshirt Advisors & Blueshirt Plus; ex-Bridgewater) joins me to discuss macro, trading vs investing, volatility, portfolio construction, the Fed, and much more! We focus quite a bit on advice for less experienced investors, however there should be some good information for those who…
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#2.3: Carbon Credits - A New Asset Class, with Lawson Steele
Carbon Credits are a fascinating market & personal investment that I have talked about many times, in this podcast, and on twitter. I am therefore thrilled to have had on Lawson Steele, Head of Carbon & Utilities at Berenberg Bank to discuss the market in depth. Lawson is THE expert in this…
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#2.2: Concentrate to Accumulate, Only When Convicted
I discuss my current framework for concentrated, high conviction, investing; and also the flip side, what learnings I have had when I don't have high conviction investments - as capital still needs to be put to work. In this episode, we cover current high conviction investments, potential next…
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#2.1: How to Break Bitcoin with Physics - A Thought Experiment
We are back, with Series 2, Episode 1...! This is meant to be a highly thought provoking Thought Experiment, it will trigger many people, but hopefully most people realise what it's getting at. The inspiration for the episode were people on twitter who think Bitcoin will be 'THE' thing for...
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#48: Response to MacroVoices #255 Episode on Bitcoin
Recently one of my favourite podcasts, MacroVoices, had a discussion between the host Erik Townsend and Mike Green about Bitcoin's role in the Future of Digital Currency. I have huge respect for both Erik and Mike, and so I immediately listened! If you have not listened to it then I really...
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#47: Greg Crennan: Bitcoin Bull vs Bear Debate
Greg Crennan (@GregCrennan), the CEO of Golden Coast Consultants, joins me to debate Bitcoin - bull vs bear. Greg is quizzing me in this episode, however also debating with me, and we dive into many of the often asked questions & pushbacks about Bitcoin Greg and I fully agree about the long term...
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#46: Marty Bent on Bitcoin and its non-obvious ramifications (why might the Oil & Gas industry become dependent on it?)
Marty Bent (@martybent) joins me to dive deep into the non-obvious ramifications of Bitcoin, its technology and its network. With a deep dive into how the Oil & Gas industry could become dependent on Bitcoin over the next decade Marty is a well known proponent of Bitcoin and both an original...
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#45: Santiago Velez on Blockchains (Bitcoin, Ethereum, XRP, Enterprise, CBDCs...)
Santiago Velez (@Santiag78758327) joins me to discuss Blockchains, the different types, their interoperability, and what the key features are that give advantages over legacy technology This podcast is NOT about the price of Bitcoin, it's the first in a mini-series I am doing on Bitcoin &...
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#44: @FedupBizOwner on the US Election (recorded 8pm EST Sunday 1 Nov)
FedUpBizOwner (@HRGPFOREVER) joins me to discuss the US Election... We can all probably agree that we want to move on with life, and that having a peaceful transfer (Biden win), or no transfer (Trump win), of power is preferable for America and democracy. But is this realistic? Is the US heading...
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#43: Callum Thomas on Entrepreneurship & Macro (Founder of TopDownCharts)
Callum Thomas (@Callum_Thomas) joins me for a journey through his entrepreneurial experience; having founded TopDownCharts in 2016, and building it into a well known independent research firm, with clients across the world; doing this from New Zealand, and from the very southern tip of New…
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#42: Teddy Vallee (Founder & CIO of Pervalle Global Macro Hedgefund)
Teddy is one of the new generation of Hedge Fund managers, having setup Pervalle Global in 2018. Pervalle is very much a macro fund ("macro is back, baby!"), investing across all asset classes, and it brings together a unique set of leading indicators into their investment process As we all know,...
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#41: Paul Hodges on Macro, Chemicals, and Innovation
Super excited to have one of my most favourite macro analysts on the pod. Paul Hodges is a world-renowned expert on the Chemicals industry and Macro in general, and also the author of the pH Report. The Chemicals industry is the 3rd largest in the global economy and is interconnected with almost...
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#40: Volatility Deep Dive with Jason Buck (Co-Founder & CIO Mutiny Fund)
Jason Buck (@JasonMutiny) joins me for a wide-ranging discussions about the real 'vol' - volatility. Jason is one of the pre-eminent vol experts and has a great overview of the various strategies that can be deployed - as Mutiny is a fund-of-vol-funds Going 'long vol' is talked about quite a lot,...
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#39: Discussions with @TESLAcharts (on Nikola Motor & a deep dive into SPACs)
Well-known Tesla bear, TESLAcharts (or TC), joins me to discuss his interview/podcast with the Founder & ex-Exec Chairman of Nikola Motor, Trevor Milton, and also a deep dive into SPACs (Special Purpose Acquisition Companies) TC's podcast with Trevor Milton was a rare glimpse into the mind of the...
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#38: Discussions with Jeff Booth (@JeffBooth), serial entrepreneur, investor, and author
This was a very different, and incredibly enjoyable conversation that really digs into what it takes to be an entrepreneur, emotions, how to hire, how to fail, how to understand that the journey is the destination, and ultimately why most people underestimate the impact of technology (very...
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#37: Discussions with Jeff Snider (Alhambra Investments) - Beyond the USD... Non-linear thinking about the next potential world Reserve Currency
Jeff Snider (@JeffSnider_AIP) joins me for a very different type of episode! Beyond the USD... What could a future world Reserve Currency look like? We don't hang around too long on fiat currencies, quickly moving to potential currencies like Energy which would be a natural candidate for...
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#36: 'Beyond the Milkshake' with Brent Johnson (Founder Santiago Capital) - how to construct a portfolio based upon a thesis
Brent Johnson (@SantiagoAuFund) joins me to go 'Beyond the Milkshake' - and gives a masterclass in portfolio construction Brent is well known for his Dollar Milkshake thesis that the USD will spike due to huge USD denominated debts across the world leading to a wave of defaults, and huge USD...
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#35: Discussion with Raoul Pal @RaoulGMI (CEO & Co-Founder Real Vision; Founder GMI)
What does it take to realise a life-changing investment, i.e. 100x returns? How can we be ready for the mental challenges, the ridicule from friends & family for being 'crazy' and 'nuts', and the emotional ups and downs? Is the mindset required similar to being an entrepreneur? Raoul Pal, CEO &...
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#34: @FedUpBizOwner on Supreme Court & Election Politics
FedUpBizOwner (@HRGPFOREVER) returns for an episode dedicated to the Supreme Court & Election Politics. FedUp needs no introduction, his first episode on Mail In voting and Franchise Financing remains the most popular podcast in this series. Today's episode has been eagerly anticipated so I hope…
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#33: Discussions with Eric Basmajian (@EPBResearch)
Eric Basmajian, a Jedi Master of data, insights, and incredibly clear and well thought out logic joins me to discuss Inflation vs Deflation (deep dive here), how to think about constructing a portfolio (including ways of hedging), and how the upcoming US Election could affect markets, based upon...
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#32: What is Going on?
Volatility is back! Nothing too crazy yet, but when stocks are up, AND volatility is up, one has to take note and be more cautious - this was a couple of weeks ago, and we did see a correction in stocks, especially some of the mega cap tech stocks In this episode we discuss the current market (as...
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#31: Discussions with Emil Kalinowski (@emilkalinowski)
Emil is one of the most articulate free-thinkers in the macro/economics space. This conversation was a real treat for me. I never thought it would end up going 500+ years into the future when talking about potential reserve currencies - and it wasn't science fiction (maybe it becomes science…
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#30: Discussions with Zach Abraham (Principal & CIO of Bulwark Capital Management, host of Know Your Risk Radio)
We welcome Zach Abraham for a wide-ranging conversation about the economy, markets, and politics. We also talk about investing psychology, mistakes, how hard it is, but also when to double down and really put the pedal to the metal Zach is the Principal and CIO of Bulwark Capital Management, a...
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#29: Discussions with Professor Danny Blanchflower (Dartmouth College, MPC member of Bank of England 2006-09)
Professor Danny Blanchflower (@D_Blanchflower) joins me to discuss the state of the global economy; we touch on many areas including how Central Banks are seemingly incapable of forecasting recessions, and how 'group think' within Economists (and Academics in general) has become so persuasive…
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#28: Its Really Hard!
This market is not just hard, it's really hard. Everyone is making mistakes, anyone that says they are not are either lying or deluded. No one can trade this type of market perfectly. Having said this, it's a great market for macro, and with appropriate risk management it's a market that can be...
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#27: Discussions with Stirling Cox (@stirlingcox)
In the third episode of the 'At the Coal Face' series, Stirling Cox joins me to discuss how COVID has impacted SMBs in the US. Stirling is the owner of a Call Center in Atlanta, and was previously the President of AlphaSights US. We discuss how the various Government programs have affected his...
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#26: Discussions with Anth Georgiades (Founder/CEO of Zumper)
Anth (@anthemos) is a long-time friend, and great entrepreneur, he is the Founder/CEO of Zumper and has grown it over the last 8 years into the largest private rental marketplace in the US & Canada with 80m+ users, with $150m of Venture funding raised too We discuss real estate and the impact of...
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#25: Discussions with @FedUpBizOwner (Part 1 of 'At the Coal Face')
Franchises contribute about $1 Trillion to the US economy each year, we dive into the state of the Franchise Financing industry with @FedUpBizOwner, an anonymous twitter account who has 15+ years experience dealing with the credit side of franchises We cover an overview of the industry, the…
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#24: Discussions with Andreas Steno Larsen (Nordea Global Chief FX & Rates Strategist, @AndreasSteno)
Andreas is the Global Chief FX & Rates Strategist at Nordea, he joins me this week for a wide ranging discussion covering GDP data (in real time!), 'V-shape' or not, and a whistle stop tour around all the major asset classes We cover everything from the all important USD, the recent major moves…
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#23: Discussions with Dr Barton Wang (@Barton_options)
Dr Barton Wang is an academic, a trader, and a polymath. We cover his approach to trading options, the Treasury General Account (TGA), Central Banks & Blockchain, progress with COVID19 vaccines, and lastly AI, Big Data and Quantum Computing I learned a lot during this episode, especially about…
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#22: Discussions with Tim (Boyd @ApolloTradingSD)
Today we welcome Tim Boyd, ex-Bridgewater analyst, and Founder of Apollo Trading Club; a 20 year veteran of macro investing, and must-follow voice on twitter. The conversation is very varied and unscripted, initially covering the market moving / political events of today (Tuesday 21st July) in...
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#21: More Discussions with Steve (Van Metre)
We welcome back Steve Van Metre to discuss the latest economic trends, especially inflation vs deflation, the 'fish hook' recovery, stocks vs bonds, and how to think about hedging in a portfolio As always, this is unscripted and a free flowing conversation, when we disagree we want to dive into...
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#20: Discussions with Ryan (Paisey @PriapusIQ)
Ryan Paisey (@PriapusIQ) joins me to discuss many aspects of trading including a tour of all the major asset classes (mentioning several potential long/short ideas), his tips for newer traders, and his new service The Morning Ramble (including his Model Portfolio) We cover bonds, equities…
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#19: Roadmap for the 2020s
The 2020s have got off to an explosive / crazy / insane start. Will hard assets be the asset class of the 2020s? We dive into a framework for hard assets & liquidity, and go through the potential dynamics of all the major asset classes over the next 10 years Surprisingly, by 2030 we get to what...
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#18: Discussions with Remi Tetot (Real Vision co-founder)
Remi Tetot, co-founder of Real Vision, and data guru at Global Macro Investor (GMI) for the last 8 years, joins me for a wide ranging discussion about data, analysis, insights, and how to take these to higher probability trades. Remi does not give many interviews, so this is a rare opportunity to...
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#17: Discussions with Tracy (Shuchart @chigrl)
Tracy Shuchart (@chigrl) joins me for a candid discussion with no agenda; the conversation meanders between politics, financial markets, investing style, cooking, twitter, and macro You may or may not agree with the various aspects of the discussion, one thing we both passionately believe in is...
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#16: Discussions with Steve (Van Metre)
Steve Van Metre joins me for a freeform discussion with no agenda; we cover a variety of subjects ranging from GDP trends, stimulus & politics, the Fed & the Federal Reserve Act, Digital 'fiat' Currencies and much more We are deliberately candid in this episode, you may agree or disagree with the...
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#15: Millennial xxxx Boomer
Fill in the 'xxxx'... Millennials are already Prime Ministers and in Cabinets across the world (especially Europe), and Millennials have 10x less wealth than Boomers had at the equivalent age (c. 30) - this is a major problem, there will be ramifications... This episode discusses some frameworks…
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#14: It's hard!
This market is hard, actually it's really really hard. Anyone who says otherwise is either deluded or lying. But it is what it is, and we all have to try to navigate it. We dive into psychology, talk about the 'silent majority' on social media (with fresh data!), and a few different theses on…
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#13: And the Fed goes BRRRRRRRRRRRR...
So it's easy right? The Fed goes BRRRRRRRRRR and stocks go up? Not so fast curious macro investor! Lets dive into what really happens, whilst there is an indirect link between the Fed and stocks going up, the real primary driver is the Treasury and it's spending/stimulus as this is what pushes up...
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#12: Post-Fed flash update
Shorter episode today, reactions from the Fed Presser, some thoughts on Corona, and a quick dive into the volatility regimes of markets
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#11: Just Fade It (but hedge!)
Did the NFP number wind you up? It shouldn't have, take a step back and think of the big picture. The #1 question I get asked is what does a potential portfolio look like in these times of uncertainty (volatility) and doubt. So I take this head on in this episode. Everyone has a different...
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#10: Inflation? An encounter with a legend
Inflation or deflation? It's the defining question in macro right now. If you can get this right, your core portfolio will do well. In the medium-long term there are lots of differing views (super short term = deflationary / deflation), i.e. what will happen in 2021/22 and beyond. This is what...
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#9: The D’s
Debt, deflation, defaults, demographics, disruption, dollar, democracy, depression, decoupling, deleveraging, dissolution etc... Lots of D words Discussed by Dr D. What does it all mean?
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#8: Relativity and Big Stuff
What is Relativity? Why is it important? Can it be used in conjunction with quantum mechanics?
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#7: Quantum Mechanics and Small Stuff
What is Quantum Mechanics? How was it discovered, who was involved, what experiments were involved? How can we talk about QM in non-math(s) speak? Can we unify the four fundamental forces of the universe? Are waves or particles more important (spoiler: waves...) - quick intro to Quantum Field...
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#6: Investing Mistakes
We all make mistakes, how do we learn from them, pattern recognise and become sharper
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#5: Gold - hot or not?
Discussion about the current gold market dynamics, bull and bear case, free thoughts when hiking in the hills!
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#4: Pro Gamers vs Pro Investors
I received some feedback to try an 'off the cuff' episode about something totally new and unique, so I did this whilst hiking as an idea came into my head about how 'Pro' Civilization gamers share a lot of traits with Professional Investors. This may sound crazy, however the parallels are striking!
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#3: We did see it coming, we needed a pin
How did many (some silent, some vocal) people see the current economic crisis coming, and prepare accordingly?
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Frequently Asked Questions
How many episodes does Dr Dark After Dark have?
Dr Dark After Dark currently has 52 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Dr Dark After Dark about?
Each episode we deep dive into a specific macro issue, or have a candid topical discussion with a guest
How often does Dr Dark After Dark release new episodes?
Dr Dark After Dark has 52 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Dr Dark After Dark?
You can listen to Dr Dark After Dark on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Dr Dark After Dark?
Dr Dark After Dark is created and hosted by Chris Dark.
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