June 24, 2024




Episode #461: High Podcasts of 2022: Rob Arnott & Campbell Harvey, Whitney Baker, Harris “Kuppy” Kupperman, Marc Cohodes, & Peter Zeihan

 

Run-Time: 5:33

Abstract: We’re sharing our 5 hottest episodes from 2022. We all know it’s exhausting to hear to each episode, so we’ve probably the most downloaded episodes for you proper right here! In the event you click on the hyperlink within the description, you possibly can leap to the episode you wish to hearken to. Listed here are the highest 5 in no particular order:

  1. In August, we have been joined by each Rob Arnott & Professor Cam Harvey to listen to why they didn’t anticipate to go down as quick because the market was pricing on the time
  2. Just one particular person made it on the present twice this 12 months, and that’s none apart from Whitney Baker! After she nailed the macro panorama again in January, we needed to have Whitney again on the present to present us an replace of how she sees the world in the present day.
  3. Power costs soared within the first half of 2022, and have since cooled off. However I spoke with my man Harris Kupperman, who you might know as Kuppy, in October on why he’s as bullish as he might presumably be.
  4. Quickly after FTX filed for chapter, I spoke with famed short-seller Marc Cohodes, who talked in regards to the crimson flags he noticed on Sam Bankman-Fried & FTX earlier this 12 months.
  5. Again in June, I spoke with geopolitical skilled Peter Zeihan on the implications of deglobalization, depopulation, and the Russia/Ukraine struggle 

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