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The Collective Member Podcast

Latest episodes

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Dec 15, 2023 • 3min

Helen Thomas, BlondeMoney

We catch up with Helen Thomas, CEO of BlondeMoney, for a speed round update of what she's watching on the global landscape, what she's preparing for and what she's looking forward to. They Like to Watch: podcast with Sara Barron & Geoff Lloyd https://podcasts.apple.com/us/podcast... Global Discord by Paul Tucker https://www.amazon.com/Global-Discord... Learn more about Collective at https://www.the-membership.com Learn more about Helen at https://blondemoney.co.uk
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Nov 17, 2023 • 43min

Peter Atwater & Jared Dillian

Jared Dillian, Editor of The Daily Dirtnap and Peter Atwater, author of ‘The Confidence Map’ get together for a chat about sentiment, confidence, and how to best track and consider the actions of the Fed. 
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Oct 20, 2023 • 43min

Jim Bianco & Harry Melandri

President of Bianco Research, Jim Bianco and MI2 Partners Advisor Harry Melandri discuss all things macro in this conversation filmed at the MI2 Partners Global Macro Summit in Vail on September 28, 2023. Jim highlights the importance of the labor market in a post-2020 world and all the knock-on effects of the end of the traditional 5-day work day world. "'Let's remember what the major problem is, it's a cycle shift in preferences and in the way that we view things that's really driving this, not that everything was fine and we just piled on interest rates." “Rebalance” is a code word for going back to normalizing AKA back to the 2019 cycle of regular 5-day office workday world, a neutral interest rate world. If we’re not, and 2020 marked a cycle change and work from home accelerated things.” Learn more about Collective at https://www.the-membership.com/
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Oct 6, 2023 • 53min

Julian Brigden & Roger Hirst

Seasoned global macro strategists Julian Brigden, President of Macro Intelligence 2 Partners, and Roger Hirst, Co-Founder of Vision Creative Labs, chat through the current macroeconomic climate, what it's like to trade in the current cycle, and what is happening with monetary policies a global scale. Filmed in Vail, CO on September 26, 2023.
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Sep 8, 2023 • 55min

Dr. Pippa Malmgren & Timothy Papandreou

Renowned economist and former US Presidential Advisor Dr. Pippa Malmgren and emerging technologies expert Timothy Papandreou discuss the latest in AI (including a deep dive into what it is, and what is isn't), exciting developments in space exploration & technologies, and the importance of being optimistic about the future. Filmed on July 1, 2023 in Le Mans, France. Learn more about the Collective at https://www.the-membership.com
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Sep 1, 2023 • 1h 15min

Jason Buck & Kris Abdelmessih

Mutiny Fund CIO Jason Buck hosts volatility trader Kris Abdelmessih for a conversation covering discretionary edge, confidence intervals, life optionality and more. They discuss living in California, teaching probability and options theory, understanding variance time, alpha vs beta investing, reinvesting vs trading, and creating a trusted and loving community.
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Aug 13, 2023 • 1h 7min

Dr. Pippa Malmgren & Patrick Walker

Renowned economist and former US Presidential Advisor Dr. Pippa Malmgren and seasoned tech executive and entrepreneur Patrick Walker sit down for a chat about the latest in geopolitics (notably in the arctic), the upcoming US Presidential race, and why psychedelics should be taken seriously. Filmed on July 1, 2023 in Le Mans, France. Mentioned in the episode: The Beauty of the Flower Richard Feynman How to Change Your Mind by Michael Pollan This is Your Mind on Plants by Michael Pollan
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Jul 21, 2023 • 55min

Jason Buck & Robert Mullin

Mutiny Fund CIO Jason Buck sits down with Robert Mullin of Marathon Resource Advisors at Edgewood Resort in Lake Tahoe for a conversation on life, investing, resources, and the economics of renewable energy systems. Filmed on June 3, 2023.

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