Podcasts by The Big Question Podcast

The Big Question Podcast

Through the Big Question Podcast, the Capitalist Exploits team is joined by joined by other investors, thought-leaders and entrepreneurs to discuss global game-changing trends and burning investing topics that keep investors up at night.

Receive future Big Question conversations right in your inbox: https://capitalistexploits.at/signup/

Further podcasts by Capitalist Exploits

Podcast on the topic Wirtschaft

All episodes

The Big Question Podcast
BQP 052: Tracy Shuchart from 2022-02-02T21:27:19

Tracy is an oil analyst by trade, but her independent thought and fearlessness of digging into the world of macro economics and politics makes her unconventional and special.

TIMESTAMPS: Listen

The Big Question Podcast
BPQ 051: Dylan Grice on where to find value from 2020-07-02T00:48:06

Dylan Grice isn't a Golden Globe-award winning actor, nor is he a social media celebrity, he's 100 times better. He's a deep thinker who before setting up Calderwood capital was research director a...

Listen
The Big Question Podcast
BPQ 050: Christopher Webber & Global Freight Consulting from 2020-04-20T02:28:22

One of the wonderful byproducts of running an investment research business is that it has attracted some of the most diverse and sharpest people I’ve had the pleasure of meeting.

One of t...

Listen
The Big Question Podcast
BQP - Sachem Cove & Uranium Pricing from 2020-02-25T08:38:43

In this episode we lift the lid on what can only be described as incorrect uranium pricing, how it's transpired and ultimately what it means for uranium pricing and all those uranium stocks you own...

Listen
The Big Question Podcast
BQP 048: Jamie Keech On De-Risking Investments And The Geopolitics Of Resources from 2018-04-23T08:47:05

In this episode of The Big Question podcast, I once again speak to our in-house mining expert here at HMS Capitalist Exploits, Jamie Keech.

This time, Jamie and I talk an important topic m...

Listen
The Big Question Podcast
BQP 047: Jamie Keech On The Exciting Opportunities In The Resource Market from 2018-04-16T15:21:14

Capitalist Exploits mining expert Jamie Keech joins us again in The Big Question Podcast.

Jamie and I talk about the major shift happening in the resource market right now, what that means...

Listen
The Big Question Podcast
BQP 046: Jamie Keech On China's Role In The Coming Bull Market In Commodities from 2018-04-09T08:10:47

In this episode of The Big Question podcast, I talk to our in house mining expert here at HMS Capitalist Exploits, Jamie Keech.

Jamie and I talk about China in particular, and what lies ah...

Listen
The Big Question Podcast
Exclusive: Insider Special from 2017-09-29T09:46:43

Exclusive: Insider Special by Capitalist Exploits

Listen
The Big Question Podcast
BQP 045: Deepankar Kapoor and India Stack from 2017-09-20T13:06:52

In today's episode of The Big Question podcast, I speak with Deepankar Kapoor, the founder of Bitcoinwiser, a well known face in the digital advertising industry in India

Deepankar and I t...

Listen
The Big Question Podcast
BQP 044: Julian Brigden from 2017-08-25T11:52:26

In this episode of The Big Question podcast, I speak with Julian Brigden, the co-founder of Macro Intelligence 2 Partners and a market veteran with 25 years of experience.

We discuss the s...

Listen
The Big Question Podcast
BQP 043: Talking Iran With Kiyan Zandiyeh from 2017-03-13T15:14:51

This time, I speak with Kiyan Zandiyeh, portfolio manager for the Sturgeon Capital Iran Fund.

We talk about Iran's resources (there's much more to it than just oil and gas), expanding midd...

Listen
The Big Question Podcast
BQP 042: Entrepreneur Mahdi Kazemzedeh Shares His Perspective On Iran from 2017-03-06T11:50:13

I recently spoke with Mahdi Kazemzedeh, the founder and managing director of Afraz Advisers. Mahdi is focused on providing analytical tools and data services on the Iranian oil and gas industry. Listen

The Big Question Podcast
BQP 041: Ahmed Tabaqchali On What You Haven't Been Told About Investing In Iraq from 2017-02-27T13:34:40

Ahmed Tabaqchali, the CIO of AFC Iraq Fund, talks about Iraq as an investment destination. Why should investors keep Iraq on their investment radars, what to pay attention to when investing in the ...

Listen
The Big Question Podcast
BQP 040: Mikael Syding And The Tools Of An Investing Titan from 2016-12-19T12:50:55

In this episode of the Big Question Podcast I speak again to Mikael Syding, the European hedge fund manager of the decade.

Mikael and I dive into the habits of a successful investor, and M...

Listen
The Big Question Podcast
BQP 039: A Conversation With Mark Yusko (Part 2) from 2016-12-13T14:41:10

Mark Yusko is CEO and CIO of Morgan Creek Capital.

In this BQP episode, Mark and I discuss a wide range of topics. From OPEC, to European financials, and the US stock market to what Mark i...

Listen
The Big Question Podcast
BQP 038: A Conversation With Mark Yusko (Part 1) from 2016-12-12T16:28:18

Mark Yusko is CEO and CIO of Morgan Creek Capital.

In this episode of the Big Question Podcast, Mark and I talk about one emerging market currency that has been smacked and treated like a ...

Listen
The Big Question Podcast
BQP 037: Brent Johnson Of Sanitago Capital Talks Gold from 2016-12-05T14:37:15

Brent Johnson is the CIO at Santiago capital, a fund dedicated to investing in gold and gold equities.

In this podcast, Brent and I discuss headwinds to gold in the short to medium term, s...

Listen
The Big Question Podcast
BQP 036: Thomas Hugger On Investing In Emerging And Frontier Markets from 2016-11-14T14:09:09

Thomas Hugger is the CEO and fund manager at Asia Frontier Capital and a veteran of investing in frontier markets and Asia.

Thomas and I talk about why investors should think twice before ...

Listen
The Big Question Podcast
BQP 035: Chris MacIntosh On Hedging Extraordinary Risk from 2016-10-31T14:27:57

I spend a lot of time talking to investors around the world, and the majority of them agree: asset prices have never been this distorted... ever.

So the question is, how do you hedge this ...

Listen
The Big Question Podcast
BQP 034: Chris MacIntosh - Vesper Capital Interview (Part 1) from 2016-10-24T12:13:12

I was recently interviewed by Vesper Capital, an FX strategy fund of funds. This is the first part of the interview.

If you enjoyed this podcast, make sure to receive future Big Question c...

Listen
The Big Question Podcast
BQP 034: Chris MacIntosh - Vesper Capital Interview (Part 3) from 2016-10-24T12:08:29

I was recently interviewed by Vesper Capital, an FX strategy fund of funds. This is the final (third) part of the interview.

If you enjoyed this podcast, make sure to receive future Big Qu...

Listen
The Big Question Podcast
BQP 034: Chris MacIntosh - Vesper Capital Interview (Part 2) from 2016-10-24T12:08:27

I was recently interviewed by Vesper Capital, an FX strategy fund of funds. This is the second part of the interview.

If you enjoyed this podcast, make sure to receive future Big Question ...

Listen
The Big Question Podcast
BQP 033: Chris Mayer On Investing In The 'New Normal' from 2016-10-17T08:51:58

Chris Mayer is the investment director at the Bonner family office.

In this episode of the Big Question Podcast Chris and I talk about the perils of index investing, how investors today ar...

Listen
The Big Question Podcast
BQP 032: Daniel Want On Collapsing Collateral, Derivatives, And Systemic Risks from 2016-10-10T14:58:31

Daniel Want is the CIO at Prerequisite Capital Management. In this episode of the Big Question Podcast Daniel and I talk about the collapse in collateral in the global system, how derivatives pose ...

Listen
The Big Question Podcast
BQP 031: Daniel Want On Complex Systems And Deep Thinking from 2016-10-03T13:55:10

Daniel Want is the CIO at Prerequisite Capital Management. In this episode of the Big Question Podcast Daniel and I discuss complex systems and how they really work, how central banks are actually ...

Listen
The Big Question Podcast
BQP 30: Erik Townsend On A Coming Global War from 2016-09-19T13:20:23

In this episode of the Big Question Podcast I speak to Erik Townsend, entrepreneur, hedge fund manager, and co-founder of Macro Voices.

We discuss the global commodity cycle, China and Ho...

Listen
The Big Question Podcast
BQP 029: Todd Harrison On Why Traditional Valuation Metrics No Longer Work from 2016-09-12T21:24:11

In this episode of the Big Question Podcast I speak to Todd Harrison, a 20-year Wall Street veteran. After a successful career on Wall Street, Todd went on to found Minnianville Media.

We ...

Listen
The Big Question Podcast
BQP 028: Worth Wray On Investing For The Next Decade (Part 2) from 2016-09-06T15:03:09

This episode of the Big Question Podcast is the second part of the discussion I recently had with to Worth Wray, the chief economist and global macro strategist at STA Wealth Management.

W...

Listen
The Big Question Podcast
BQP 027: Worth Wray On Investing For The Next Decade (Part 1) from 2016-08-29T14:51:57

In this episode of the Big Question Podcast, I talk to Worth Wray, the chief economist and global macro strategist at STA Wealth Management.

Worth and I focus on investing for the next dec...

Listen
The Big Question Podcast
BQP 026: Chris MacIntosh On The Great Bond Rush from 2016-08-22T13:16:29

In this episode of the Big Question Podcast, I discuss an interesting phenomenon we're seeing today: investors are compensated less and less to take more and more risk.

But what does this...

Listen
The Big Question Podcast
BQP 025: Tuur Demeester On Bitcoin And Other Crypto-Currencies from 2016-08-15T15:19:46

In this episode of the Big Question Podcast, I talk to Tuur Demesteer, an investor and analyst with a heavy focus on Bitcoin and blockchain technology.

Tuur and I discuss some of the safes...

Listen
The Big Question Podcast
BQP 024: Larry Scharf On The Gold Market from 2016-08-08T14:45:09

In this episode of the Big Question Podcast, I talk to Larry Scharf, a senior vice president of investments at Raymond James.

Larry has been investing in gold and gold markets for over 30 ...

Listen
The Big Question Podcast
BQP 023: Chris MacIntosh On QE & Helicopter Money from 2016-08-01T13:21:38

In this episode of the Big Question Podcast, I discuss and answer some of the most pressing questions about QE and helicopter money and what do they mean for investors.

If you enjoyed this...

Listen
The Big Question Podcast
BQP 022: Raoul Pal On Mind-Boggling World Of Global Macro Investing from 2016-07-25T14:13:09

In this episode of the Big Question Podcast, I speak to Raoul Pal. Raoul is a world renowned global macro investor, an investment strategist, economic historian, traveler, rum drinker, and co-found...

Listen
The Big Question Podcast
BQP 021: Harris Kupperman On Trading Crisis Events from 2016-07-18T15:59:51

Harris Kupperman (Kuppy) manages Praetorian Capital, a florida-based hedge fund.

In this episode of the Big Question Podcast, Harris and I talk about how he traded Brexit and how you can ...

Listen
The Big Question Podcast
BQP 020: Brent Johnson Of Santiago Capital On Gold from 2016-07-11T13:54:30

In this episode of the Big Question Podcast, I talk to Brent Johnson of Santiago Capital.

We discuss why any sane investor should own gold and how both the dollar and gold can outperform ...

Listen
The Big Question Podcast
BQP 019: Chris MacIntosh On What Matters from 2016-07-05T15:11:39

This episode of the Big Question Podcast is a bit different.

I have recorded a brief message to you about the recent events in the global financial markets (from Brexit to gold and China) ...

Listen
The Big Question Podcast
BQP 018: Mikael Syding On The Mindset Of A Successful Investor from 2016-06-27T16:02:41

In this marathon episode of the Big Question Podcast I talk with Mikael Syding, European Hedge Fund Manager of the Decade.

Mikael and I cover a lot of different topics in this conversatio...

Listen
The Big Question Podcast
BQP 017: Jared Dillian On Bond Markets And Global Macro Investing from 2016-06-20T12:09:01

In this episode of the Big Question Podcast, I sit down with Jared Dillian, the editor of the Daily Dirtnap and an ex-Lehman Brothers trader.

Jared and I discuss bond markets and how they ...

Listen
The Big Question Podcast
BQP 016: Shriram Bhashyam Of Equity Zen On Investing In Unicorns And Other Startups from 2016-06-13T15:04:34

Shriram Bhashyam is co-founder of EquityZen, a marketplace for investing in private tech companies backed by premier VCs.

Shrirham and I talk about what are the changes that the RAISE Act...

Listen
The Big Question Podcast
BQP 015: Jeff Annello From Farnam Street On Becoming A Smarter Investor from 2016-05-23T15:15:52

Jeff Annello, together with Shane Parrish, runs Farnam Street, a website dedicated to mastering the best of what other people have already figured out.

Jeff and I discuss different ways to...

Listen
The Big Question Podcast
BQP 014: Kim Iskyan On Risks Few Know About When Investing In Russia from 2016-05-05T16:41:21

Kim Iskyan is a seasoned emerging markets investor. He has also run a hedge fund in Russia for a number of years. As such, Kim is all too familiar with how Russia operates and the risks involved wh...

Listen
The Big Question Podcast
BQP 013: Chris Kerr On Disrupting The Food Industry Of Today To Feed The World Of Tomorrow from 2016-04-26T14:16:03

Chris Kerr is a partner and investment manager at New Crop Capital, a specialized venture capital fund focused on funding the next generation of food industry disruptors.

Chris and I talk...

Listen
The Big Question Podcast
BQP 012: Erik Stettler On An Exciting Emerging Markets Opportunity (For Investors And Entrepreneurs) from 2016-04-18T13:49:46

Erik Stettler is a Director at Socialatom Ventures and has been fueling global tech entrepreneurship in the Americas by backing over thirty global startups.

Erik and I talked about how Er...

Listen
The Big Question Podcast
BQP 011: Brad McFadden On How To Profit From Pessimism In Europe from 2016-04-13T04:27:07

In this episode of the Capitalist Exploits Big Question Podcast I talk to Brad McFadden, a successful hedge fund manager and investor.

We discussed Europe, currencies and the current mark...

Listen
The Big Question Podcast
BQP 010: Kent Langley On Future-Shaping Technology Trends from 2016-04-04T17:15:15

Kent Langley is a hands-on leader and technology visionary with extensive startup experience. He is also sought after speaker, teacher, mentor and advisor on all things technical, data and exponent...

Listen
The Big Question Podcast
BQP 009: Paul Rosenberg On Centralisation Vs. Decentralisation from 2016-03-28T14:18:43

Paul Rosenberg is not only a founder of Cryptohippie but also an adventure capitalist and a man who knows a lot about a lot of things - from philosophy, theology, history, psychology and physics. <...

Listen
The Big Question Podcast
BQP 008: Grant Williams On Seeking Opportunities In Turbulent Markets from 2016-03-14T10:07:17

Grant Williams is a co-founder of Real Vision TV and author of the widely-read financial newsletter 'Things That Make You Go Hmmm.....'. In this episode of the Capitalist Exploits Big Question Podc...

Listen
The Big Question Podcast
SP 007: Disrupting the Security Industry With Stabilitas from 2015-12-21T11:49:39

Stabilitas is a disruptive tech company founded by military veterans to help organizations and individuals better see and respond to security risk.

Receive future Big Question conversation...

Listen
The Big Question Podcast
SP 006: Colombian real estate market and its opportunities with Hector Quintana from 2015-06-23T12:48:28

Hector Quintana, the CEO of Zen Global, is a seasoned real estate investor with over 30 years of experience in over 40 markets around the world. In this episode of the Seraph Podcast he talks about...

Listen
The Big Question Podcast
SP 005: Colombia as a lifestyle and investment opportunity with David Steckenreiter from 2015-06-18T09:49:32

David Steckenreiter of Steckenreiter Serna and Associates has been living in different Colombian cities the last decade. In this episode of the Seraph Podcast he talks about Colombia as a lifestyle...

Listen
The Big Question Podcast
SP 004: Harris Kupperman's boots on the ground brief on Mongolian economy and real estate from 2015-05-21T15:42:44

Harris Kupperman is the CEO of Mongolia Growth Group, the only institutional property management platform in Mongolia.

In this episode of the Seraph Podcast, Harris discusses the recent de...

Listen
The Big Question Podcast
SP 003: Jason Best and Woodie Neiss on crowdfunding investment opportunities from 2015-05-19T10:21:15

Jason Best and Woodie Neiss are two of the Crowdfunding movement’s most influential thought leaders.

In this episode, Jason and Woodie talk about the global crowdfunding ecosystem and the...

Listen
The Big Question Podcast
SP 002: Jason Best and Woodie Neiss on how crowdfunding is disrupting finance from 2015-05-19T10:21:08

Jason Best and Woodie Neiss are two of the Crowdfunding movement’s most influential thought leaders.

In this episode of the Seraph Podcast, Jason and Woodie talk about the countries that ...

Listen
The Big Question Podcast
SP 001: Jason Best and Woodie Neiss on how the JOBS Act was born from 2015-05-19T10:21:03

Jason Best and Sherwood Neiss are two of the Crowdfunding movement’s most influential thought leaders.

Jason and Woodie talk about the history of how they got involved with the JOBS Act, ...

Listen