In Episode 322 of Hidden Forces, Demetri Kofinas speaks with someone he has gotten to know mainly by following his anonymous account on Twitter where he goes by the name Shrubbery Capital or Le Shrub, for short.

Le Shrub consistently provides some of the most entertaining and clever market commentary you will find anywhere and Demetri could not resist the opportunity to have him on the podcast, especially given the fact that this conversation was conducted in person.

The two spend most of the first hour discussing Le Shrub’s background, his investment philosophy, and his process for coming up with new trade ideas, as well as his experience shorting the housing market in 2008 as part of a famous team known for doing “The Big Short.” What he learned from that experience and how it applies to today’s markets is also part of that conversation.

The rest of the episode including the second hour is a deep dive into many of the topics that are top of mind right now for investors and policymakers alike. Demetri and his guest discuss the divergence between bonds and equities, the bull and bear cases for commodities, the fate of emerging markets, the bull and bear cases for different European economies, China, gold, the US Dollar, and of course, no conversation is complete today without a discussion about the investment implications of A.I., and yes, Aliens.

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Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

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Episode Recorded on 07/27/2023

Macro Horizons: Rising Mercury, Falling Yields