Capital Misallocation

Making Macro Great Again with Kevin Muir

The Macro Tourist Joins Us on a Major Macro Day

Apr 6 • 

Capital Misallocation

 and 

Kevin Muir

7

1

1:28:57

March 2025

Scaling with Success with Amy Wilkinson

Exploring the mindset and skill set needed to drive growth and scale a startup.

Mar 27 • 

Capital Misallocation

 and 

Amy Wilkinson

1

52:04

The Business of Love with Amy Andersen

Exploring the current state of matchmaking and connection in the digital age

Mar 25 • 

Capital Misallocation

1

1:22:38

“This is a Reset, Not a Bear Market" with David Levenson

The Great Deleveraging of the Capital Tower of Babel Has Begun

Mar 12 • 

Capital Misallocation

8

1:17:39

February 2025

How Does Your Strategy Perform When You’re Wrong? with David Dredge

In Episode 22 we welcome back David Dredge, CIO of Convex Strategies.

Feb 20 • 

Capital Misallocation

3

3

1:14:58

Market Dynamics, Investing, & Trading Strategies with Michael Harris

In Episode 21, Nadine and Ben welcome Michael Harris, founder of Price Action Labs, to discuss the complexities of market dynamics, investing and…

Feb 9 • 

Capital Misallocation

3

1:22:29

January 2025

Is the Dollar Bull Run Doomed?

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

Jan 27 • 

Capital Misallocation

5

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

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

3

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 

Nadine Terman

1

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

1:17:16