Tesla Short Catalysts, Eurodollar Threats and Uranium with Biren Shah
This week I (Chris) speak with fellow Operator, Biren Shah who currently runs a family office. Apple Google Podcasts Spotify Overcast Pocket Casts Anchor Stitcher Breaker Radio Public Biren is very bearish on Tesla, and in this show he breaks down his core reasons why. Biren has written a lot more on this subject on […]
There’s a BIG Macro Move Brewing in Markets
A favorite market-related book of mine is Hedgehogging by Barton Biggs. If you haven’t read it, I highly recommend you do so. It’s excellent. One of the many entertaining stories Biggs shares in the book is a conversation he has with a very successful Macro Fund Manager, named “Tim”.Tim shares with Biggs a key pillar […]
Yield Curve Inversion: Why This Time is Different
It’s happened… The 10yr/3m yield curve has inverted. The party is over folks. Sell your stocks, horde your cash, pack your bags and go home. Recession is imminent… The mainstream financial news and twitter “market experts” have nailed it. The top is in. It’s nice knowing that calling a recession is this easy. There’s really […]