Chuck and Michael host Richard Thies from Driehaus Capital Management. Together they explore the forces shaping emerging‑market (EM) performance, including Iran, the value of the dollar, and AI. Let’s explore.
Chuck and Michael are joined by special guest Wasif Latif, Co-Founder, President & CIO of Sarmaya Partners. Chuck, Michael and Wasif discuss the current trends in commodities and how commodities move in supercycles. They explore investment strategies in commodities, focusing on gold markets, which coincidentally hit a record high the day they recorded this podcast.
In this episode, Chuck and Michael discuss the critical importance of liberty and economic freedom in the context of the current political landscape. Why is a money management podcast talking about freedom? They explore how freedom impacts markets, the misconceptions surrounding capitalism and socialism, and the critiques of capitalism as critiques of freedom. The conversation…
Navarro is one of President Trump’s economic advisers and the one most closely associated with tariffs. Navarro, who has a Ph. D. in Economics from Harvard, holds extremely strong beliefs in the positive power of tariffs. What are the pro-tariff arguments? Let’s break them down.
We must reject theories that cannot be backed up by facts, but we must also reject facts that cannot be explained by any theory. It isn’t enough to just know the data; one must also know the why of the data. If one can’t figure out the why, then the data should be noted as a mere coincidence. Theory matters.
