Archive - Capital Misallocation

Making Macro Great Again with Kevin Muir

The Macro Tourist Joins Us on a Major Macro Day

Apr 6 •

Capital Misallocation

and

1:28:57

March 2025

February 2025

January 2025

Is the Dollar Bull Run Doomed?

Rupert Mitchell, of Blind Squirrel Macro, Gives Us His Outlook

Jan 27 •

Capital Misallocation

December 2024

Fundamental Stock Picking with Brad Lundy

Checking up on the State of Stock Picking in this Equity Market

Dec 25, 2024 •

Capital Misallocation

1:01:10

November 2024

China: Past, Present, & Future with Michael De Clercq

Explore the evolution, current situation, and potential futures for China including sourcing, tariffs, and the CCP

Nov 23, 2024 •

Capital Misallocation

1:10:34

Liquid Assets: Fine Wine

Exploring Fine Wine as an Asset Class with Denis Houles

Nov 19, 2024 •

Capital Misallocation

1:09:12

Shining a Light on Private Markets with Tyson Hendricksen

Learn how Tyson is shining a light on private market VC assets with his new company Notice.co and the state of private VC asset markets

Nov 4, 2024 •

Capital Misallocation

and

56:51

October 2024

Macro Credit,Crypto,and Convexity

Episode 15 - Talking Macro with Macro HF Manager Tian Zeng

Oct 29, 2024 •

Capital Misallocation

1:17:16

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