What Goes Up
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What Goes Up
The J Capital Research podcast about capital markets and the art and science of investing. Music: "Avalon Blues" by Mississippi John Hurt. The podcasts are for information purposes only and should not be relied upon as investment advice.
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15 एपिसोड
What a Decline in China Will Mean for the World
China has driven GDP based on heavy capital investment. When, at some point, that ends, and China's GDP growth falls dramatically, what will happen to...
China in Africa
Howard French is the author of two books on Africa and three books on China, with one of those books being about China's booming ties with Africa. The...
Will China Replace the US?
In this far-ranging discussion, historian and corporate consultant Kenneth J. DeWoskin places China's 40-year reform period in historical perspective...
The $53 Trillion Pricing Problem
In this interview, Tim Bergin, a former bond trader, talks about why both stock and bond market valuations are stretched by at least $50 trillion and...
Deep Throat IPO
Bob Wittbrot writes and comments on global-economic and financial issues on his "Deep-Throat-IPO" blog. He is the founder and owner of Bob Wittbrot &...
The Short Activist
Sahm Adrangi is the founder and managing partner of Kerrisdale Capital Management. He is most known for short selling and publishing research. He firs...
Roger Lowenstein
Roger Lowenstein is one of the great minds of the financial world and has been observing and writing about Wall Street now for four decades. Roger is...
Method Investing
Sander Gerber's Hudson Bay Capital has been sailing unmoored by the troubles that have beset most hedge funds this year, and that is due to the Hudson...
Disrupting Brokerage
Since 2008, Jos Evans has been trading commodities. Few people on the planet know as much as he does about iron ore. In his trading career, he grew fr...
"Constantly Reinventing Yourself"
William Bao Bean knows more than almost anyone about the Chinese internet. Currently the Managing Director of Chinaccelerator, a start-up accelerator...
Investing in Entertainment
Jordan Moelis is one of a breed of young hedge fund managers--he founded Deep Field in his mid-twenties--who came up during the industry boom after th...
Snap-on Your Parachute
Snap-on's network of franchisees sell the premier line of auto-repair tool kits to mechanics all over America. But the market is pretty much saturated...
Big Food Getting Smaller
The price of food at the grocery store has been declining for two years and yet the price of the big packaged food companies on the stock exchanges ha...
The Everything Bubble
John Fichthorn, the founder of Dialectic Capital Management and now Head of Alternatives at B Riley, and John Barton, his long-time colleague and a Ma...
The RMB: an "insanely convex trade"
China is trying to avoid the fact that its growth is chained to an ever more irrational load of debt and that the debt-intensity of growth becomes hig...