Dr Dark After Dark

Latest Episodes:

#22: Discussions with Tim (Boyd @ApolloTradingSD) Jul 22, 2020

Show notes

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 detail

Other topics include, why is the S&P a matter of National Security? Are there any limits to the Fed? Inflation vs deflation. Is Uranium a sleeper? Which assets are poised to benefit most from the crazy world we now live in, where money is in-effect free?

It's a long episode, as always, please let me know any feedback, best method is to DM me on twitter

#21: More Discussions with Steve (Van Metre) Jul 17, 2020

Show notes

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 why, and not brush it under the carpet

Steve is well known for his almost daily YouTube videos focusing on the macro economics and the monetary system, which are data rich and really dive into detail; if you are not already a viewer, I really do recommend his channel (Steve Van Metre)

#20: Discussions with Ryan (Paisey @PriapusIQ) Jul 14, 2020

Show notes

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, precious metals, commodities, bitcoin and volatility, and not just the US; insights about Europe and China too

Ryan has traded for 20 years, has a lot of practical experience, and is very much NOT a 'FinTwat'!

#19: Roadmap for the 2020s Jul 09, 2020

Show notes

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 could be a new beginning, an exciting, super innovative world, based upon an entirely new system. Humans are resourceful and smart, the human race will eventually get out of the mess it's in with out of control Central Banks, and Governments spending well beyond their means.

The key question is therefore, how to survive the 2020s, and be 'in the game' for the subsequent decades

#18: Discussions with Remi Tetot (Real Vision co-founder) Jul 06, 2020

Show notes

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 hear about his thoughts in much more detail than 280 characters

We discuss how Remi tracks 2000 charts, how he managed to get on top of the rapidly changing COVID data back in February, and what other risks could flare up at any moment. The second half focuses on investing/trading, learning from mistakes, and how to keeps one's emotions in check

To follow Remi's latest thoughts, please follow @TetotRemi on twitter

#17: Discussions with Tracy (Shuchart @chigrl) Jul 03, 2020

Show notes

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 that by having frank discussions (and disagreeing sometimes too) in a longer form format, it's possible to get more into the nuances than with 280 characters!

Tracy is a well known Energy Analyst/Market Commentator, especially with the Oil market. We only touch on Energy briefly in this episode as we both wanted to focus on the other crazy things happening in the world right now - and the Energy markets are relatively tame right now

#16: Discussions with Steve (Van Metre) Jul 01, 2020

Show notes

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 points we make (and we sometimes disagree with each other too), however we both believe that having debate, and frank discussion, is important to further one's knowledge

#15: Millennial xxxx Boomer Jun 23, 2020

Show notes

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 & ideas for thinking about ensuring we have a concept of time in our investment process, as if you don't have a process you are likely going to struggle in the long run

Note: When saying George Floyd's name, I managed to inadvertently say 'Floyd George' by mistake , apologies, was a genuine mistake on my part

#14: It's hard! Jun 16, 2020

Show notes

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 some core asset classes

The podcast is starting to take off, with a few hundred listens to recent episodes, whilst this is still tiny, it does give me motivation that listeners are getting some value from it. Please message me with improvements and ideas for content, and if you want to just chat about your positioning, or some thesis you have, or anything to do with macro then do DM me, i'm happy to chat

#13: And the Fed goes BRRRRRRRRRRRR... Jun 13, 2020

Show notes

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 deposits, driving money supply up We dive into data on FRED to illustrate this (anyone can access this data), and outside the process from the Treasury auctions, to Robinhoodies buying $HTZ

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