AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Hedgeye Podcasts
The Best of Hedgeye: Roy Sebag - The Intelligent Investor’s Guide to Gold, Central Bank Manipulation & The ‘Future of Money’
Jan 9, 2025
Roy Sebag, Founder and CEO of GoldMoney, dives into the world of gold and central bank manipulation. He shares insights on the importance of gold as an investment and the current state of the global economy. The discussion critiques rigid academic doctrines that hinder real learning while examining economic disparities and the implications of corporate debt. Sebag emphasizes the role of data-driven decisions for understanding market dynamics and explores generational economic perspectives, including the rise of socialist ideologies among millennials.
56:45
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Investing in distressed assets can uncover hidden opportunities, as market perceptions may overlook significant value during corporate bankruptcies.
- A contrarian investing mindset helps navigate volatile markets by challenging conventional wisdom and emphasizing the importance of time in evaluating asset value.
Deep dives
Understanding the Distress Long Short Game
Investing in distressed assets provides unique insights into market dynamics and opportunities. A contrarian approach often reveals value where others see risk, particularly during corporate bankruptcies. By analyzing companies facing Chapter 11, investors can identify situations where perceived lack of equity value might mask hidden potential. This strategy has proven financially rewarding, as illustrated by past experiences where distressed equities later achieved significant gains.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode