Hidden Forces

Former commercial trial attorney Lawrence Fossi, aka 'Montana Skeptic,' discusses the controversy over Elon Musk's $56 billion pay package at Tesla. They highlight issues with executive compensation, corporate governance, and the ethical implications for shareholders and the broader corporate world.

Gavekal CEO Louis-Vincent Gave discusses US re-industrialization, Chinese 'deflationary boom', and de-dollarization. They explore structural high inflation in the US and Europe, semiconductor and electric vehicle advancements in China, and the unsustainable American imperial model. The conversation touches on the need for US industrial policy, wealth divide exacerbation, and the impact of de-dollarization on the global economy.

Experienced investors Paulo Macro & Le Shrub discuss investment frameworks, EM-ification of developed economies, understanding policymakers' incentives, international system strains, investment opportunities in commodities, and challenges during an inflationary recession.

Dr. Scott Sherr, an expert in hyperbaric oxygen therapy, discusses its transformative effects on reversing aging, improving cardiovascular health, regrowing brain tissue, and extending life quality. The podcast explores the process, protocols, and medical applications of hyperbaric therapy, delving into its historical origins, physiological shifts, and benefits. It also covers the impact of altitude on oxygen levels, the physiological effects of therapy, and the types of hyperbaric chambers available.

Cybersecurity expert Dmitri Alperovitch discusses the new Cold War with China, focusing on the strategic significance of Taiwan and the potential consequences of a Chinese takeover. The conversation explores historical parallels between Cold Wars I and II, emphasizing the importance of deterrence and national unity in navigating global geopolitics.

Former Managing Director at Salomon Brothers and co-founding partner of Long-Term Capital Management, Victor Haghani, discusses wealth management, investment philosophy, risk preferences, portfolio construction, tax-loss harvesting, and the impact of behavioral biases on investment decisions in a thought-provoking episode.

Economist Lacy Hunt discusses America's national savings and debt crisis, the role of the US Treasury post-pandemic, declining net national savings rate, and the impact of the Fed's interest rate hikes on the economy. They explore the concept of neutral interest rates, fiscal deficits' effects on growth, importance of national investments, and government spending dynamics. Dr. Hunt analyzes inflation trends, CPI components, challenges in measuring housing values for accurate inflation prediction, and the complexities of interest rates, savings rates, and economic growth.

Exploring the Chinese economic miracle with a focus on history, financial crises, Xi Jinping's leadership, and COVID-19 impact. Discussion on China's liberalization, post-Tiananmen growth, 2008 financial crisis, and dark turn under Xi. Insights on surveillance systems, cultural nuances, rapid urbanization challenges, and future trajectory of China in a changing global landscape.

The podcast discusses the surge in gold and bitcoin prices hinting at looming money printing. The CEO highlights indicators for economic growth and inflation, forecasting asset performance and interest rates. They delve into global liquidity signals, yield curve dynamics, and the impact of quantitative easing on interest rates and economic policies.

Exploring the US-China strategic competition in semiconductors, Biden admin's goals, repercussions of export controls, Chips Act impact, and the need to support America's domestic semiconductor industry.