All Episodes

Episode 58 - The Philosophy of Digital Assets

Episode 57 - Couldn't Stand the Weather - The Texas Freeze

Episode 56 - An Interview with Andrew Langhoff on Litigation Finance

Episode 55 - Economic Causes of the Coup

Episode 54 - Before You Go in House: Diligence!

Episode 53 - Why Every Attorney Should Own Ethereum

Episode 52 - De-Risking Attorney Balance Sheets

Episode 51 - The Firm of Wal and Mart: When You're not Betting the Company

Episode 50 - Bantam Pivots to Private Investment Office for Attorneys

Episode 49 - Top 5 Problems of Ultra-High Net Worth Investor Portfolios

Episode 48 - Crypto Blade Runner

Episode 47 - The Advantages of Permanent Capital - An Interview with Peter Harris

Episode 46 - Central Bank Digital Currencies

Episode 45 - Cryptocurrencies and Asset Class Destruction

Episode 44 - Rethinking the Debt, and the Fed

Episode 43 - Coronavirus - Post Convival?

Episode 42 - Coronavirus - By the Old Gods and the New

Episode 41 - Coronavirus: A Hollywood Ending?

Episode 40 - The Coronavirus Rally? It's a Fugazi.

Episode 39 - Notable Covid-19 Deaths

Episode 38 - Species Jump - Investing in the Time of Coronavirus

Episode 37 - $30 Trillion in ESGing and They Put You in the Index

Episode 36 - Early Casualties in the Climate War

Episode 35 - The Coming Climate War

Episode 34 - Infrastructure MA and Private Equity

Episode 33 - The Coming Infrastructure Plan for the U.S. Economy

Episode 32 - U.S. Regime Change (Made in China)

Episode 31 - The Low Tightening of Negative Yield Bankers

Episode 30 - In VC, No One Can Hear You Scream

Episode 29 - Timestamping Market Indicators; or, the Form of no Form

Episode 28 - (Trade) War, Good God, Y'all!

Episode 27 - Trump Goes Full Baron Harkonnen

Episode 26 - The Entrepreneur and Family Business Interview Series - Stacy Feiner, PsyD

Episode 25 - Brave New Investing World

Episode 24 - The Entrepreneur and Family Business Interview Series - Jim Elgart, CPA

Episode 23 - Complexity Risk - The Silent Killer of Investment Returns

Episode 22 - Fed Rate Cuts - A Near Perfect Sell Indicator

Episode 21 - The Participant Ponzi - Endgame

Episode 20 - The Participant Ponzi and the Basilisk Eye of the Fed

Episode 19 - The Participant Ponzi

Episode 18 - Entrepreneurs Need to Rethink Their Municipal Bond Portfolios

Episode 17 - Modern Monetary Theory - Investment Implications

Episode 16 - Modern Monetary Theory - A Critique

Episode 15 - Modern Monetary Theory - It's Already Here

Episode 14 - The Bantam Investment Process - Equity Selection

Episode 13 - The Pause that Depresses - Sell Equities-Buy Bonds

Episode 12 - A Pace Layer Approach to Investing and Risk

Episode 11 - The Coming Credit Event

Episode 10 - Hunger Stones - A 700 Year-Old Profit Warning

Episode 9 - Investment Grade Corporate Bond Risk

Episode 8 - A Risk Manager's View of the Markets

Episode 7 - Environmentally Resilient Portfolios and the California Wildfires

Episode 6 - Preparing for the Sale of a Family Business

Episode 5 - The Week in Risk

Episode 4 - De-Risking Municipal Bond Portfolios

Episode 3 - Risk Transmission from Environment to Economy

Episode 2 - Environmental Risk

Episode 1: Tax Strategies for Ultra-High Net Worth Investors