

Drinkin’ The Kuppy Kool Aid (guest: Chris MacIntosh)
43 snips Nov 4, 2023
Chris MacIntosh, Founder of Capitalist Exploits, joins Harris and Patrick on this episode. They cover a range of interesting topics including bonds, rates, the economy, shippers, offshore oil, and Uranium. They also discuss the divergent performance of container and tanker shippers in the shipping industry and share their favorite investment books. Additionally, they talk about trades that align with Don Cox's approval, finding mentors, weak PMIs, and the impact of jobs numbers on the market. Finally, they wrap up the episode with travel plans and thank the listeners.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Bond Bear Market and Interest Rate Speculation
01:37 • 21min
Shipping Industry Outlook: Container vs Tanker Shippers
22:23 • 24min
Favorite Investment Books and the Genetic Factor in Trading
46:45 • 2min
Trades, Capital Shifts, and Potential Dollar Surprise
48:20 • 3min
Finding mentors and the importance of hands-on experience
51:10 • 3min
Weak PMIs and Jobs Fuel Market Higher
53:40 • 17min
Thank you and Travel Plans
01:10:36 • 6min