Dr Dark After Dark

Latest Episodes:

#12: Post-Fed flash update Jun 11, 2020

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Shorter episode today, reactions from the Fed Presser, some thoughts on Corona, and a quick dive into the volatility regimes of markets

#11: Just Fade It (but hedge!) Jun 06, 2020

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Did the NFP number wind you up? It shouldn't have, take a step back and think of the big picture. The #1 question I get asked is what does a potential portfolio look like in these times of uncertainty (volatility) and doubt. So I take this head on in this episode. Everyone has a different situation, so this is just a framework, but I do go into what allocations could be in actual numbers, and what potential returns could be in different inflation/deflation situations. Always DYOR, and tailor anything you hear from others to your own personal circumstances, everyone is different, there is no one size fits all.

#10: Inflation? An encounter with a legend May 28, 2020

Show notes

Inflation or deflation? It's the defining question in macro right now. If you can get this right, your core portfolio will do well. In the medium-long term there are lots of differing views (super short term = deflationary / deflation), i.e. what will happen in 2021/22 and beyond. This is what matters for bonds, commodities, gold, equities - everything will be affected. In this episode we dive into the core equations of monetary policy; velocity of money, money multiplier etc - and talk about where to find the data so you can track the data yourself. We do talk about equations - but they are simple, and you can understand them if you put some time into it. And we talk about why QE does not cause inflation (other factors do). Massive thanks to Dr Lacy Hunt who answered many questions I had after I had watched his various recent interviews (he is the legend in the title!), and also thanks to Steve Van Metre who regularly puts up with my theories and thoughts!

#9: The D’s May 23, 2020

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Debt, deflation, defaults, demographics, disruption, dollar, democracy, depression, decoupling, deleveraging, dissolution etc... Lots of D words Discussed by Dr D. What does it all mean?

#8: Relativity and Big Stuff May 22, 2020

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What is Relativity? Why is it important? Can it be used in conjunction with quantum mechanics?

#7: Quantum Mechanics and Small Stuff May 08, 2020

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What is Quantum Mechanics? How was it discovered, who was involved, what experiments were involved? How can we talk about QM in non-math(s) speak? Can we unify the four fundamental forces of the universe? Are waves or particles more important (spoiler: waves...) - quick intro to Quantum Field Theory (QFT)

#6: Investing Mistakes May 05, 2020

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We all make mistakes, how do we learn from them, pattern recognise and become sharper

#5: Gold - hot or not? Apr 23, 2020

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Discussion about the current gold market dynamics, bull and bear case, free thoughts when hiking in the hills!

#4: Pro Gamers vs Pro Investors Apr 16, 2020

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I received some feedback to try an 'off the cuff' episode about something totally new and unique, so I did this whilst hiking as an idea came into my head about how 'Pro' Civilization gamers share a lot of traits with Professional Investors. This may sound crazy, however the parallels are striking!

#3: We did see it coming, we needed a pin Apr 09, 2020

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How did many (some silent, some vocal) people see the current economic crisis coming, and prepare accordingly?

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