During their recent episode, Taylor, Carlisle, and Gwen Hofmeyr discussed Historical Analogies: The Hunt Brothers and Silver vs. Michael Saylor and Bitcoin. Here’s an excerpt from the episode: Jake: Yeah. Break the streak. So, we’re going to go on a little journey together. Our story starts where many wild stories … Read More
Howard Marks: When Investors Are Practicing Suspension Of Disbelief, It’s Dangerous
During this interview with Real Vision, Howard Marks discusses the risks of excessive optimism in financial markets, emphasizing how imprudent behavior drives prices too high based on overly favorable expectations, creating a risky environment. He recounts the distressed debt opportunities in 2002 following the telecom meltdown and scandals, which presented … Read More