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How investors make money with carry trades, how central banks encourage such trades, and what are the dangers to financial markets and the economy when carry tr…
What is the difference between risk and uncertainty and how our decision making approach should differ under each scenario. Why pandemics are highly uncertain a…
What are the forces that lead to the rise and fall of nations. Why does the U.S. appear to be in decline and what investors can do to prepare. Topics covered in…
When should you protect against rare, but extreme events? When should you self-insure? Under what circumstance should you sell tail risk protection to others? T…
A regulatory crackdown and ideological campaign by the Chinese government has upended the Chinese stock market, which comprises close to 40% of emerging market …
Why the new U.S.-based Bitcoin ETFs are a bad idea and will underperform Bitcoin. Topics covered include: What fund and ETF options are available for investing …
How to decide whether it is worth it to hedge currency exposure when investing outside of your home country. Topics covered include: How currency exchange rates…
Warren Buffet said, "Diversification makes very little sense for anyone that knows what they’re doing." He also said, "Diversification is a protection against i…
Do activist hedge funds including Carl Icahn's add value? Should you invest in Icahn Enterprises L.P., a conglomerate with a 15% dividend yield and a stake in C…
Why you should allocate a small percentage of your assets to gold. Topics covered include: What is money, and how does gold fit with that definition Why central…
