Archive for the ‘Podcast’ Category

Notes From Underground: Venturing Into the Global Morass

August 25, 2020

As we get back up to speed, here is another FRA podcast, with Barry Ritholz, David Rosenberg and myself. Enjoy the discussion as we prepare for the the coming volatility of the election season. Pandemics, recessions, elections, oh my.

Click the link to listen to the podcast.

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Notes From Underground: A Long, Long Time Ago

August 23, 2020

We are back. This is the first blog post after a 10-week break. It has been a nice hiatus from writing as we took some time to reflect and respect the sanctity of motherhood.

I’m linking to an FRA PODCAST hosted by Richard Bonugli taped on Thursday featuring Barry Ritholtz, David Rosenberg and myself. This will be a solid starting point for NOTES FROM UNDERGROUND as it picks up where we left off on June 12:¬† LONG EUROS, LONG GOLD and looking for some vigor in the commodity markets.

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Notes From Underground: A Podcast for the Long Weekend

May 21, 2020

This Memorial Day weekend I’m going to take some time to reflect on those who gave their lives to provide the opportunity for all of us. This epidemic has made a shambles of everything we thought was a certainty just three months ago. In that spirit I present a 50-minute discussion with the highly respected Louis Gave of GaveKal on all things macro. Be at peace and enjoy.

Also, a note to Secretary of State Mike Pompeo: Tone down the China rhetoric, especially on the Taiwan issue. A thermonuclear war is not a quality vaccine against COVID (Where are you Tom Lehrer?)

Click here to listen to the podcast.

Notes From Underground: One More For the Road

April 7, 2020

I recorded this podcast on Sunday, April 5, 2020 with Anthony Crudele and it’s chock-full of analysis. Enjoy!

Click here to listen to the podcast.

Notes From Underground: Amid the Tumult…

March 1, 2020

Before we embark on more pertinent market viewpoints it is my pleasure to offer up two podcasts I recorded last week with the Financial Repression Authority’s Richard Bonugli. The first is with Lacy Hunt of the Hoisington Letter. The second is what I refer to as the four horsemen of the apocalypse: Jim Bianco, Peter Boockvar and David Bernstein. We discuss many areas relevant to the past four weeks.

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Notes From Underground: 10 Years of Notes

December 19, 2019

This is the 10th anniversary of NOTES FROM UNDERGROUND. I published the first post on December 17, 2009. WordPress has an archive where readers can go back and find many things that are still relevant today. I want to thank those who edit my work, send stories and references for me to research, as well as the many who had brought their thorough and thoughtful comments to help promote a higher level of discourse and investment possibilities, and, of course, all of our subscribers.

NOTES FROM UNDERGROUND will take on an enhanced roll as the GLOBAL MACRO WUNDERKIND DENNIS GARTMAN is heading to the golf course for a well deserved round of 18. So, my gift to you all this holiday season: An FRA PODCAST I recorded with Chris Whalen and Peter Boockvar. Enjoy and pour the libation of your choice (mine is now a Maker’s Mark). All the best!

Notes From Underground: Fresh FRA Podcast

August 23, 2018
Here’s another podcast from the Financial repression Authority I recorded with Richard Bonugli and Peter Boockvar. The ability for readers to listen to a free exchange of ideas is well worth the price paid to read¬†Notes From Underground. Before you listen, I want to call your attention to an article from the Tuesday edition of the Financial Times, which of course, received little attention from the purveyors of PABLUM.

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Notes From Underground:

July 16, 2018

On July 11, I discussed many of the current issues confronting the financial markets with FRA’s Richard Bonugli and Peter Boockvar of the Bleakley Group. These podcasts are an important way for me to communicate with some of the brightest minds in the global financial world. It allows me to express ideas and have true discourse to help clarify ideas for the readership of NOTES FROM UNDERGROUND. Pour your favorite libation and drink deep from the efforts of some of the best minds in the financial industry.

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Notes From Underground: An Efficient Way to Access Notes From Underground

May 30, 2018
On Tuesday I had the pleasure of chatting with Adam Johnson, a former trader and Bloomberg TV anchor, who is currently the founder and author of the Bullseye Brief. We covered a great deal of the world and Adam, in the manner of Anthony Crudele and Richard Bonugli, was a great interlocutor as all previous investment professionals tend to be.
The podcasts provide an ability to cover issues in a very in-depth manner. Remember though, I don’t TOUT but merely offers a focus on the issues that are pertinent to traders and investors. As I always caution, do your own work to establish risk parameters you are comfortable with in order to achieve the greatest returns for the least amount of risk. I will expound upon some of the themes of from the podcast in the coming days and weeks. But something you OUGHT to be cognizant of: A theme I am developing is to measure the most significant or dangerous persons to the global or domestic investment environments. The top of my list is Vladimir Putin, Mario Draghi and Recep Erdogan. More to follow but pour that needed libation and enjoy the BLOG from BULLSEYE.

Notes From Underground: Financial Repression Authority Podcast With Peter Boockvar

January 8, 2017

Yes, the talk of the weekend has been the 0.4% increase in the average hourly earnings embedded in the jobs data. The Fed had three members speak after the data release and all noted that the wage gains may mean that we are at full employment. Jeffrey Lacker was the most concerned about the FED being behind the proverbial curve. My analysis will be later in the week but first I wanted to share the FRA podcast as it includes the wisdom of Peter Boockvar of the Lindsey Group. Enjoy and I look forward to your comments as they will be answered and hopefully provide substance for an upcoming post.

Click here to listen to the podcast.