This market is hard, actually it's really really hard. Anyone who says otherwise is either deluded or lying. But it is what it is, and we all have to try to navigate it. We dive into psychology, talk about the 'silent majority' on social media (with fresh data!), and a few different theses on some core asset classes

The podcast is starting to take off, with a few hundred listens to recent episodes, whilst this is still tiny, it does give me motivation that listeners are getting some value from it. Please message me with improvements and ideas for content, and if you want to just chat about your positioning, or some thesis you have, or anything to do with macro then do DM me, i'm happy to chat  

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