The Bantam Podcast

Bantam CEO Jack Duval examines the philosophical foundations of digital assets.

Examination of the financial and economic consequences of the February 2021 Texas freeze.

Bantam CEO Jack Duval interviews Red Bridges Advisors founder and principal Andrew Langhoff about litigation finance and how litigation has turned into an asset.

An examination of the destruction of the middle class over the past 50 years.

Discussion of the newest Bantam case study about attorney in-house moves and how to diligence them.

How Ethereum can hedge the existential risks facing the legal services industry.

Jack Duval discussed the unique risks that apply to attorneys and uses the Total Wealth and Company Town Risk frameworks to show how those risks can be mitigated.

Examining the implications of non-lawyer ownership of law firms including risks and benefits to firms of all sizes.

Bantam CEO Jack Duval discusses why the firm is pivoting to focus on attorneys and why this allows the firm to deliver a highly focused and unique set of services.

Overview of the new Bantam white paper which details the top five problems afflicting ultra-high net worth investor portfolios.

Jack Duval unpacks the state of cryptocurrency regulation using a metaphor from the Philip K. Dick classic, "Blade Runner".

Summary of Bantam CEO Jack Duval's interview with Axel Johnson Director of Corporate Development Peter Harris on what permanent capital is, and why entrepreneurs should consider it when contemplating taking outside investment.

Analysis of the rise of Central Bank Digital Currencies and their likely impact on cryptocurrencies like Bitcoin.

Discussion of cryptocurrency position sizing, the history of money, the return-free risk of 10-year U.S. Treasury notes, and the death of the 60/40 asset allocation.

Bantam CEO Jack Duval examines the state of debt in the U.S. and discusses the real Federal Reserve mandate.

An examination of how conviviality has been lost and how economic success is essentially social in nature.

Examination of how the coronavirus has caused a religious faith in the central bank and the effects on financial markets.

Unpacking of the Federal Reserve's remarkable junk bond buying program and comparisons of the current S&P 500 price action to that of the Crash of 1929.

Bantam CEO Jack Duval explains why last week's stock market rally should be sold.

An update on the investment implications of the coronavirus and a look at what ideas it may kill along the way.

Bantam CEO Jack Duval examines how the economic fallout from the coronavirus will spread through the financial markets.

Bantam CEO Jack Duval unpacks ESG investing and how negative screening has not been effective.

Discussion of the oil industry and how it is already an early casualty of the Climate War and how it will get worse.

Bantam CEO Jack Duval kicks off his Climate War series in this podcast using Larry Fink's letter to CEOs as a starting point. The shift from ESG to impact investing is introduced.

Bantam CEO Jack Duval unpacks what's behind the recent infrastructure M&A and the best way to invest in the sector.

Bantam CEO Jack Duval describes the forces that are brining fiscal stimulus back to the forefront of economic policy.

Bantam CEO Jack Duval walks through a scenario where China sinks the trade talks in order to cause a U.S. recession and hurt Donald Trump's reelection odds.

Bantam CEO Jack Duval explains negative interest rates, yield curve inversion, and how these phenomena interact and affect the economy.

In this podcast, Bantam CEO Jack Duval discusses three events that should concern investors: the WeWork IPO failure, the Ford downgrade to junk status, and the explosion in consumer credit card debt.

Bantam CEO Jack Duval timestamps all the negative indicators that exist, what could be coming, structural headwinds, as well as revealing the secret to successful investing.

A review of the current market action driven by the (now) hot trade war with China, including discussion of: equity markets, the MOVE Index, junk bond spreads, and the remarkable performance of cannabis stocks during the market selloff.

Bantam CEO Jack Duval discusses the Fed rate cut and Trump's gangster tariff move as well as investment implications for the dollar, China, copper, oil, gold, bonds, and cannabis stocks.

Bantam CEO Jack Duval interviews Stacy Feiner, a business psychologist with over 20 years experience coaching middle-market business owners through complex dynamics.

Bantam CEO Jack Duval explains the Brave New Investing World paradigm and sets the stage for how it will change secular investing themes.

In the first interview of this series, Bantam CEO Jack Duval interviews Jim Elgart, CPA. Jim shares a lifetime of knowledge and experience advising privately held businesses in their growth and preparing them to take outside investment.

In this episode, Bantam CEO Jack Duval revisits the idea of Complexity Risk, which he pioneered five years ago.

In this short podcast, Bantam CEO Jack Duval explains why investors should be selling stocks before a series of Federal Reserve interest rate cuts.

In this podcast, Bantam CEO Jack Duval explains how a Participant Ponzi ends and why we are likely there now.

In this episode, Bantam CEO Jack Duval unpacks the four conditions necessary for a Participant Ponzi to flourish and how the Federal Reserve has facilitated the current Participant Ponzi in the U.S. equity markets.

Bantam CEO Jack Duval introduces the concept of the Participant Ponzi and uses the Madoff Ponzi scheme and sports franchises to explain how it works.

In this podcast, Bantam CEO Jack Duval discusses how entrepreneurs need to adjust the typical barbell investing approach to account for rising environmental risks in municipal bonds. A recent Miami Beach Preliminary Official Statement is used to unpack these risks.

In Episode 17, Bantam CEO Jack Duval explores the investment implications of Modern Monetary Theory.  In particular, the long-term effects of MMT are examined for fixed income, equities, and gold.

In this episode, Bantam CEO Jack Duval critiques Modern Monetary Theory.

In this podcast, Bantam CEO Jack Duval explains modern monetary theory and how it's already in use.

In this episode, Bantam CEO Jack Duval unpacks our investment process by walking through the analysis that led to us buying Oaktree Capital Group under $40 per share.  (Oaktree was acquired last week for $49 per share.)

Rarely does the market ring a bell to signal a selling opportunity.  However, it did on January 30th, 2019.  Bantam CEO Jack Duval explains why.

Bantam CEO Jack Duval unpacks the Pace Layer framework and applies it to investing.  Also, he discusses how environmental risk could be the force that destroys index investing.

In this post, Bantam CEO Jack Duval discusses the post-Global Financial Crisis debt explosion, European banks, and the likelihood of a credit event.

In this podcast, Bantam CEO Jack Duval discusses the recent phenomenon of "hunger stones" being revealed in the Rhine, Elba, and other European rivers due to the record drought and heat wave. These stones carry warnings from as far back as the middle ages and are a dark portent of the environment's effect on the economy.

In this podcast, Bantam CEO Jack Duval unpacks how the investment grade corporate bond market has become significantly more risky and what the implications are for investors.