Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Capital imbalances and why David Daglio is a reformed value investor
MP3•Episode home
Manage episode 417507849 series 3473653
Content provided by Seeking Alpha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeking Alpha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
David Daglio shares why value investing has everything to do with looking for capital imbalances (2:00). Go short to get long bonds, miners and how investors should protect their portfolios (5:40). Gold vs gold miners (9:25). Why Jerome Powell has the most impossible job (13:00). Thoughts on the 10-year yield (19:40). AI, copper, nat gas and a huge capital spending experiment (21:10). US vs the rest of the world (28:20).
Show Notes:
T-Bills, gold and macro volatility
Copper retakes $10K/ton as bullish Goldman sees potential 'stockout' risk
Asia-Pacific markets higher tracking gains on Wall Street; Hong Kong stocks hit 8-month high
Is the US exceptional vs the rest of the world?
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
…
continue reading
Show Notes:
T-Bills, gold and macro volatility
Copper retakes $10K/ton as bullish Goldman sees potential 'stockout' risk
Asia-Pacific markets higher tracking gains on Wall Street; Hong Kong stocks hit 8-month high
Is the US exceptional vs the rest of the world?
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
199 episodes
MP3•Episode home
Manage episode 417507849 series 3473653
Content provided by Seeking Alpha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeking Alpha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
David Daglio shares why value investing has everything to do with looking for capital imbalances (2:00). Go short to get long bonds, miners and how investors should protect their portfolios (5:40). Gold vs gold miners (9:25). Why Jerome Powell has the most impossible job (13:00). Thoughts on the 10-year yield (19:40). AI, copper, nat gas and a huge capital spending experiment (21:10). US vs the rest of the world (28:20).
Show Notes:
T-Bills, gold and macro volatility
Copper retakes $10K/ton as bullish Goldman sees potential 'stockout' risk
Asia-Pacific markets higher tracking gains on Wall Street; Hong Kong stocks hit 8-month high
Is the US exceptional vs the rest of the world?
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
…
continue reading
Show Notes:
T-Bills, gold and macro volatility
Copper retakes $10K/ton as bullish Goldman sees potential 'stockout' risk
Asia-Pacific markets higher tracking gains on Wall Street; Hong Kong stocks hit 8-month high
Is the US exceptional vs the rest of the world?
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
199 episodes
All episodes
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