All episodes
Theranos 2018 : Governance Theater & Board Composition vs. Board Function | GP/LP Analysis - 3 Red Flags | EP21 T2
Theranos 2018 : She Raised $9 Billion on a Machine That Never Worked — EP21 T1
1MDB 2015 : Sovereign Extraction Mechanism & Counterparty Jurisdiction Mismatch | GP/LP Analysis - 3 Red Flags | EP20 T2
1MDB 2015 : Goldman Charged 9%. The Market Rate Was 1%. Nobody Asked Why — EP20 T1
Madoff 2008 : Audit Verification Gap & Feeder Fund Incentive Misalignment | GP/LP Analysis - 3 Red Flags | EP19 T2
Madoff 2008: $65 Billion. One Auditor. He Just Waited for the FBI — EP19 T1
SWIFT 2022: Sovereign Exclusion Mechanism | GP/LP Analysis - 3 Red Flags | EP18 T2
SWIFT 2022: The Weekend They Weaponized the Financial System — EP18 T1
Soros / Black Wednesday 1992 : Sovereign Commitment Optionality | GP/LP Analysis - 3 Red Flags | EP17 T2
Soros / Black Wednesday 1992 : Soros Made $1 Billion in a Day. The Government Handed Him the Trade | EP17 T1
Gold Central Banks 2024 : Reserve Currency Risk Premium & The Dollar Architecture No Portfolio | GP/LP Analysis - 3 Red Flags | EP16 T2
Gold Central Banks 2024: They Spent 50 Years Saying Gold Was a Relic. Then Bought More Than Ever — EP16 T1
Adani Group 2023 : Float Manipulation & Related Party Architecture | GP/LP Analysis - 3 Red Flags | EP15 T2
Adani Group 2023: Short Selling as Market Discipline & Asymmetric Information — EP15 T1
China Debt Trap Africa 2026 : Sovereign Collateral Architecture & Cross-Default Triggers | GP/LP Analysis - 3 Red Flags | EP14 T2
China Debt Trap Africa 2026 : How Infrastructure Loans Became Asset Seizures — EP14 T1
Odebrecht 2016: Regulatory Arbitrage & Sovereign Scale Corruption | GP/LP Analysis — 3 Red Flags | EP13 T2
Odebrecht 2016 : 12 governments. $788 million in bribes , All logged in their own system | EP13 T1
WeWork 2019 : IPO Window Dressing & Community Adjusted EBITDA | GP/LP Analysis —3 Red Flags | EP12 T2
WeWork 2019 : They lost $2 for every $1 they made. SoftBank gave them $10 billion anyway | EP12 T1
Blackstone / Invitation Homes 2021: Regulatory Capture & Policy-Dependent Return | GP/LP Analysis — 3 Red Flags | EP11 T2
Kiyosaki / Rich Dad 2024: Entity Shielding & Multi-Entity Liability Isolation | GP/LP Analysis — 3 Red Flags | EP10 T2
Archegos Capital 2021: Total Return Swaps & Prime Brokerage Counterparty Gap | GP/LP Analysis — 3 Red Flags | EP09 T2
FTX 2022: Rehypothecation Without Disclosure & Wrong-Way Risk | GP/LP Analysis — 3 Red Flags | EP08 T2
Lehman Brothers 2008: Repo 105, Margin Call Cascade & Incentive Architecture | GP/LP Analysis — 3 Red Flags | EP07 T2
Global Debt 2026: Reserve Currency Mechanics & The Triffin Dilemma | GP/LP Analysis — 3 Red Flags | EP06 T2
Strait of Hormuz 2026: Tail Risk Mispricing & Liquidity Illusion | GP/LP Analysis — 3 Red Flags | EP05 T2
Enron 2001: Off-Balance-Sheet SPVs & Circular Collateral | GP/LP Analysis — 3 Red flags | EP04 T2
Argentina Default 2001: Sovereign Financial Repression & Rollover Risk | GP/LP Analysis — 3 Red Flags | EP03 T2
Trump Taj Mahal 1991: Fee Extraction & Related Party Transactions | GP/LP Analysis — 3 Red Flags | EP02 T2
LTCM 1998: Prime Brokerage Leverage & Tail Correlation | GP/LP Analysis — 3 Red Flags | EP01 T2
Invitation Homes 2012-2019 : The Distressed Asset Window & The Single-Family Rental Securitization│File 011 T1
Rich Dad Poor Dad 2012 : The Entity Shielding Architecture & The Isolated Corporate Wallet│File 010 T1
Archegos 2021 : The Total Return Swap Architecture & The Invisible $160B Position│File 009 T1
FTX 2022 : The Backend "allow_negative" Architecture & The Manufactured Token Collateral│File 008 T1
Lehman Brothers 2008 : The Visible 31x Leverage & The Repo 105 Liquidity Illusion│File 007 T1
Global Sovereign Debt 2026 : The Triffin Dilemma & The Silent Central Bank Diversification│File 006 T1
Strait of Hormuz 2026 : The Tail Risk Mispricing & The Unhedged Geopolitical Chokepoint│File 005 T1
Enron 2001 : The Mark-to-Market Architecture & The Shadow Special Purpose Vehicles│File 004 T1
Argentina Default 2001 : The Corralito Freeze & The $100B Pesification Expropriation│File 003 T1
Trump Taj Mahal 1991 : The Fee Extraction Architecture & The $94.5M Junk Bond Debt Service │File 002 T1
LTCM 1998 : Distributed Prime Brokerage Leverage & The Blind Aggregate Derivatives Architecture│File 001 T1