PODCAST · business
The Big Question Podcast
by Capitalist Exploits
Through the Big Question Podcast, the Capitalist Exploits team is joined by joined by other investors, thought-leaders and entrepreneurs to discuss global game-changing trends and burning investing topics that keep investors up at night.Receive future Big Question conversations right in your inbox: https://capitalistexploits.at/signup/
Episodes
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BQP 052: Tracy Shuchart
Tracy is an oil analyst by trade, but her independent thought and fearlessness of digging into the world of macro economics and politics makes her unconventional and special. TIMESTAMPS: 1:41 Energy - the most important sector 5:13 The basket case that is Europe 9:20 Planned crisis, pure…
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BPQ 051: Dylan Grice on where to find value
Dylan Grice isn't a Golden Globe-award winning actor, nor is he a social media celebrity, he's 100 times better. He's a deep thinker who before setting up Calderwood capital was research director at Edelweiss Holdings (one of Europe's largest family offices) which came on the back of working as a...
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BPQ 050: Christopher Webber & Global Freight Consulting
One of the wonderful byproducts of running an investment research business is that it has attracted some of the most diverse and sharpest people I’ve had the pleasure of meeting. One of those gents is Chris Weber, who is the Managing Director of Global Freight Consulting. Chris has traded…
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BQP - Sachem Cove & Uranium Pricing
In this episode we lift the lid on what can only be described as incorrect uranium pricing, how it's transpired and ultimately what it means for uranium pricing and all those uranium stocks you own going forward. Subscribe at https://capitalistexploits.at/ to get unfiltered investment analysis…
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BQP 048: Jamie Keech On De-Risking Investments And The Geopolitics Of Resources
In this episode of The Big Question podcast, I once again speak to our in-house mining expert here at HMS Capitalist Exploits, Jamie Keech. This time, Jamie and I talk an important topic most investors don't pay enough attention to: de-risking investments. We also delved into the geopolitics of...
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BQP 047: Jamie Keech On The Exciting Opportunities In The Resource Market
Capitalist Exploits mining expert Jamie Keech joins us again in The Big Question Podcast. Jamie and I talk about the major shift happening in the resource market right now, what that means for investors and their portfolios, and how you can take advantage of the number of under-the-radar...
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BQP 046: Jamie Keech On China's Role In The Coming Bull Market In Commodities
In this episode of The Big Question podcast, I talk to our in house mining expert here at HMS Capitalist Exploits, Jamie Keech. Jamie and I talk about China in particular, and what lies ahead for commodities and how investors can best capitalise on what we both believe will be a massive bull…
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Exclusive: Insider Special
Exclusive: Insider Special by Capitalist Exploits
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BQP 045: Deepankar Kapoor and India Stack
In today's episode of The Big Question podcast, I speak with Deepankar Kapoor, the founder of Bitcoinwiser, a well known face in the digital advertising industry in India Deepankar and I talk about India's recent elimination of cash in the economy and the country's digital platform otherwise…
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BQP 044: Julian Brigden
In this episode of The Big Question podcast, I speak with Julian Brigden, the co-founder of Macro Intelligence 2 Partners and a market veteran with 25 years of experience. We discuss the state of the global bond market, Julian's views on the US dollar, what happens when central bankers get what...
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BQP 043: Talking Iran With Kiyan Zandiyeh
This time, I speak with Kiyan Zandiyeh, portfolio manager for the Sturgeon Capital Iran Fund. We talk about Iran's resources (there's much more to it than just oil and gas), expanding middle class and opportunities that brings, local stocks, and much more. Receive future Big Question…
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BQP 042: Entrepreneur Mahdi Kazemzedeh Shares His Perspective On Iran
I recently spoke with Mahdi Kazemzedeh, the founder and managing director of Afraz Advisers. Mahdi is focused on providing analytical tools and data services on the Iranian oil and gas industry. Mahdi and I talk about why Iran could be "yuuuge" for investors, the effect of the Trump election...
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BQP 041: Ahmed Tabaqchali On What You Haven't Been Told About Investing In Iraq
Ahmed Tabaqchali, the CIO of AFC Iraq Fund, talks about Iraq as an investment destination. Why should investors keep Iraq on their investment radars, what to pay attention to when investing in the country, and much more. Receive future Big Question conversations right in your inbox:...
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BQP 040: Mikael Syding And The Tools Of An Investing Titan
In this episode of the Big Question Podcast I speak again to Mikael Syding, the European hedge fund manager of the decade. Mikael and I dive into the habits of a successful investor, and Mikael shares his tricks and strategies for synthesising ideas and executing on them, being efficient…
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BQP 039: A Conversation With Mark Yusko (Part 2)
Mark Yusko is CEO and CIO of Morgan Creek Capital. In this BQP episode, Mark and I discuss a wide range of topics. From OPEC, to European financials, and the US stock market to what Mark is most excited about. We also engaged in a fascinating discussion about the market which Mark really likes…
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BQP 038: A Conversation With Mark Yusko (Part 1)
Mark Yusko is CEO and CIO of Morgan Creek Capital. In this episode of the Big Question Podcast, Mark and I talk about one emerging market currency that has been smacked and treated like a failed state, the most moronic thing Mark has seen in his entire financial career, a market setup for what…
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BQP 037: Brent Johnson Of Sanitago Capital Talks Gold
Brent Johnson is the CIO at Santiago capital, a fund dedicated to investing in gold and gold equities. In this podcast, Brent and I discuss headwinds to gold in the short to medium term, strong dollar and what does it mean for gold, the distinction between good inflation vs. bad inflation, why…
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BQP 036: Thomas Hugger On Investing In Emerging And Frontier Markets
Thomas Hugger is the CEO and fund manager at Asia Frontier Capital and a veteran of investing in frontier markets and Asia. Thomas and I talk about why investors should think twice before investing in India and why he's not so bullish about Sri Lanka at the moment. Thomas also discusses 2…
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BQP 035: Chris MacIntosh On Hedging Extraordinary Risk
I spend a lot of time talking to investors around the world, and the majority of them agree: asset prices have never been this distorted... ever. So the question is, how do you hedge this massive risk? It's something I talk about in this special episode of the Big Question Podcast. Specifically…
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BQP 034: Chris MacIntosh - Vesper Capital Interview (Part 1)
I was recently interviewed by Vesper Capital, an FX strategy fund of funds. This is the first part of the interview. If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/
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BQP 034: Chris MacIntosh - Vesper Capital Interview (Part 3)
I was recently interviewed by Vesper Capital, an FX strategy fund of funds. This is the final (third) part of the interview. If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/
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BQP 034: Chris MacIntosh - Vesper Capital Interview (Part 2)
I was recently interviewed by Vesper Capital, an FX strategy fund of funds. This is the second part of the interview. If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/
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BQP 033: Chris Mayer On Investing In The 'New Normal'
Chris Mayer is the investment director at the Bonner family office. In this episode of the Big Question Podcast Chris and I talk about the perils of index investing, how investors today are increasingly buying stocks and treating them as bonds, why it's harder to say which sector is cheap and…
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BQP 032: Daniel Want On Collapsing Collateral, Derivatives, And Systemic Risks
Daniel Want is the CIO at Prerequisite Capital Management. In this episode of the Big Question Podcast Daniel and I talk about the collapse in collateral in the global system, how derivatives pose systemic risk, constructing investment portfolio that is both resilient AND efficient, and much…
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BQP 031: Daniel Want On Complex Systems And Deep Thinking
Daniel Want is the CIO at Prerequisite Capital Management. In this episode of the Big Question Podcast Daniel and I discuss complex systems and how they really work, how central banks are actually destroying collateral (and why this is so important), indicators that might be telling us the…
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BQP 30: Erik Townsend On A Coming Global War
In this episode of the Big Question Podcast I speak to Erik Townsend, entrepreneur, hedge fund manager, and co-founder of Macro Voices. We discuss the global commodity cycle, China and Hong Kong real estate market, sovereign bond markets, coming US election, and global geopolitical situation…
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BQP 029: Todd Harrison On Why Traditional Valuation Metrics No Longer Work
In this episode of the Big Question Podcast I speak to Todd Harrison, a 20-year Wall Street veteran. After a successful career on Wall Street, Todd went on to found Minnianville Media. We discuss why the FED “bought the cancer and sold the car crash”, algorithmic trader, and Todd also shares his...
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BQP 028: Worth Wray On Investing For The Next Decade (Part 2)
This episode of the Big Question Podcast is the second part of the discussion I recently had with to Worth Wray, the chief economist and global macro strategist at STA Wealth Management. Worth and I focus on investing for the next decade. Worth shares his thoughts on robotics, political changes...
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BQP 027: Worth Wray On Investing For The Next Decade (Part 1)
In this episode of the Big Question Podcast, I talk to Worth Wray, the chief economist and global macro strategist at STA Wealth Management. Worth and I focus on investing for the next decade. Worth shares his thoughts on where to place your capital for the next ten years, how do rising...
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BQP 026: Chris MacIntosh On The Great Bond Rush
In this episode of the Big Question Podcast, I discuss an interesting phenomenon we're seeing today: investors are compensated less and less to take more and more risk. But what does this erratic behaviour mean for you as an investor? That's a question I discuss today. If you enjoyed this…
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BQP 025: Tuur Demeester On Bitcoin And Other Crypto-Currencies
In this episode of the Big Question Podcast, I talk to Tuur Demesteer, an investor and analyst with a heavy focus on Bitcoin and blockchain technology. Tuur and I discuss some of the safest ways to store your Bitcoin, qualities that Bitcoin does and does not have, how Bitcoin can help you better...
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BQP 024: Larry Scharf On The Gold Market
In this episode of the Big Question Podcast, I talk to Larry Scharf, a senior vice president of investments at Raymond James. Larry has been investing in gold and gold markets for over 30 years and his insights into the gold market are most definitely worth your time. Here's just a few topics…
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BQP 023: Chris MacIntosh On QE & Helicopter Money
In this episode of the Big Question Podcast, I discuss and answer some of the most pressing questions about QE and helicopter money and what do they mean for investors. If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox:...
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BQP 022: Raoul Pal On Mind-Boggling World Of Global Macro Investing
In this episode of the Big Question Podcast, I speak to Raoul Pal. Raoul is a world renowned global macro investor, an investment strategist, economic historian, traveler, rum drinker, and co-founder of Real Vision TV, together with Grant Williams. If you enjoyed this podcast, make sure to…
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BQP 021: Harris Kupperman On Trading Crisis Events
Harris Kupperman (Kuppy) manages Praetorian Capital, a florida-based hedge fund. In this episode of the Big Question Podcast, Harris and I talk about how he traded Brexit and how you can still profit from the Brexit fallout. I also picked his brains on emerging markets and on asset he thinks is...
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BQP 020: Brent Johnson Of Santiago Capital On Gold
In this episode of the Big Question Podcast, I talk to Brent Johnson of Santiago Capital. We discuss why any sane investor should own gold and how both the dollar and gold can outperform strongly in the unfolding environment of global uncertainty, European bank failures, and a continued unwinding...
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BQP 019: Chris MacIntosh On What Matters
This episode of the Big Question Podcast is a bit different. I have recorded a brief message to you about the recent events in the global financial markets (from Brexit to gold and China) and what they may mean for all of us going forward. If you enjoyed this podcast, make sure to receive future...
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BQP 018: Mikael Syding On The Mindset Of A Successful Investor
In this marathon episode of the Big Question Podcast I talk with Mikael Syding, European Hedge Fund Manager of the Decade. Mikael and I cover a lot of different topics in this conversation, including why the most successful sell-side brokers are also dishonest, why being uncomfortable is what…
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BQP 017: Jared Dillian On Bond Markets And Global Macro Investing
In this episode of the Big Question Podcast, I sit down with Jared Dillian, the editor of the Daily Dirtnap and an ex-Lehman Brothers trader. Jared and I discuss bond markets and how they fit into the current global macro landscape. Among other things, Jared shared with me an interesting theory…
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BQP 016: Shriram Bhashyam Of Equity Zen On Investing In Unicorns And Other Startups
Shriram Bhashyam is co-founder of EquityZen, a marketplace for investing in private tech companies backed by premier VCs. Shrirham and I talk about what are the changes that the RAISE Act brings, what does the Act itself for investors, and how you can invest in big startup names. Receive future…
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BQP 015: Jeff Annello From Farnam Street On Becoming A Smarter Investor
Jeff Annello, together with Shane Parrish, runs Farnam Street, a website dedicated to mastering the best of what other people have already figured out. Jeff and I discuss different ways to improve decision making to become a better investor or entrepreneur or to simply get closer to being the…
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BQP 014: Kim Iskyan On Risks Few Know About When Investing In Russia
Kim Iskyan is a seasoned emerging markets investor. He has also run a hedge fund in Russia for a number of years. As such, Kim is all too familiar with how Russia operates and the risks involved when investing in Russia. Kim and I discussed the oil and gas markets and whether now is a good time…
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BQP 013: Chris Kerr On Disrupting The Food Industry Of Today To Feed The World Of Tomorrow
Chris Kerr is a partner and investment manager at New Crop Capital, a specialized venture capital fund focused on funding the next generation of food industry disruptors. Chris and I talk about the opportunities for innovation and large-scale disruption that lie in the massive global food…
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BQP 012: Erik Stettler On An Exciting Emerging Markets Opportunity (For Investors And Entrepreneurs)
Erik Stettler is a Director at Socialatom Ventures and has been fueling global tech entrepreneurship in the Americas by backing over thirty global startups. Erik and I talked about how Erik and Socialatom are fueling global tech entrepreneurship in the Americas by bringing together highly skilled...
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BQP 011: Brad McFadden On How To Profit From Pessimism In Europe
In this episode of the Capitalist Exploits Big Question Podcast I talk to Brad McFadden, a successful hedge fund manager and investor. We discussed Europe, currencies and the current market environment. Brad also shared with me his strategy to profit from the large scale pessimism in European...
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BQP 010: Kent Langley On Future-Shaping Technology Trends
Kent Langley is a hands-on leader and technology visionary with extensive startup experience. He is also sought after speaker, teacher, mentor and advisor on all things technical, data and exponential. In this episode of The Big Question Podcast, Kent and I talk about some of the most important...
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BQP 009: Paul Rosenberg On Centralisation Vs. Decentralisation
Paul Rosenberg is not only a founder of Cryptohippie but also an adventure capitalist and a man who knows a lot about a lot of things - from philosophy, theology, history, psychology and physics. Paul and I talked about how the massive shift from centralization to decentralization that is…
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BQP 008: Grant Williams On Seeking Opportunities In Turbulent Markets
Grant Williams is a co-founder of Real Vision TV and author of the widely-read financial newsletter 'Things That Make You Go Hmmm.....'. In this episode of the Capitalist Exploits Big Question Podcast. We discuss investment opportunities that thrive in turbulent markets - from real estate to gold...
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SP 007: Disrupting the Security Industry With Stabilitas
Stabilitas is a disruptive tech company founded by military veterans to help organizations and individuals better see and respond to security risk. Receive future Big Question conversations right in your inbox: https://capitalistexploits.at/signup/
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SP 006: Colombian real estate market and its opportunities with Hector Quintana
Hector Quintana, the CEO of Zen Global, is a seasoned real estate investor with over 30 years of experience in over 40 markets around the world. In this episode of the Seraph Podcast he talks about why he finds Colombian real estate market attractive and what opportunities he finds most…
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ABOUT THIS SHOW
Through the Big Question Podcast, the Capitalist Exploits team is joined by joined by other investors, thought-leaders and entrepreneurs to discuss global game-changing trends and burning investing topics that keep investors up at night.Receive future Big Question conversations right in your inbox: https://capitalistexploits.at/signup/
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Capitalist Exploits
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Frequently Asked Questions
How many episodes does The Big Question Podcast have?
The Big Question Podcast currently has 55 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Big Question Podcast about?
Through the Big Question Podcast, the Capitalist Exploits team is joined by joined by other investors, thought-leaders and entrepreneurs to discuss global game-changing trends and burning investing topics that keep investors up at night.Receive future Big Question conversations right in your inbox:...
How often does The Big Question Podcast release new episodes?
The Big Question Podcast has 55 episodes. Check the episode list to see recent publication dates and frequency.
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You can listen to The Big Question Podcast 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 The Big Question Podcast?
The Big Question Podcast is created and hosted by Capitalist Exploits.
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