Archive for the ‘Podcast’ Category

Notes From Underground: Another Day in the Dark With Dr. Faber

May 9, 2021

Dr. Marc Faber and I had a 65-minute discussion with Richard Bonugli and the Financial Repression Authority. It was about eight months ago since we last discussed the global macro world and while it does not have the pizzaz of CNBC, those who listen to the discourse in 2020 would’ve been rewarded as many of the issues we discussed proved to be highly profitable investments. The themes remain similar although the rapid rise in mining and ag stocks have me leaning on the cautious side even as ADM, BG, FCX, Glencore and certainly KSU power forward to new highs.

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Notes From Underground: November Podcast

November 24, 2020

Wishing all my readers a Happy Thanksgiving. I’m thankful for all my blessings in my life and for the engagement with my readers in these tumultuous times. Enjoy the podcast I recorded with Anthony Cruedele as we consider investment themes going forward.

Thankfully, Yra

Click here to listen to the podcast.

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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