#2.4: Tim Boyd (Blueshirt Advisors, ex-Bridgewater) on macro, trading vs investing, volatility and much more
Tim Boyd (Blueshirt Advisors & Blueshirt Plus; ex-Bridgewater) joins me to discuss macro, trading vs investing, volatility, portfolio construction, the Fed, and much more!
We focus quite a bit on advice for less experienced investors, however there should be some good information for those who are more experienced too
As always, please send me any feedback whether good, bad or ugly, best to DM me on twitter; and if you have any requests for the show then suggestions are welcome!
21 Dec 2021
#2.3: Carbon Credits - A New Asset Class, with Lawson Steele
Carbon Credits are a fascinating market & personal investment that I have talked about many times, in this podcast, and on twitter. I am therefore thrilled to have had on Lawson Steele, Head of Carbon & Utilities at Berenberg Bank to discuss the market in depth.
Lawson is THE expert in this space, and we cover a myriad of dynamics from the obvious political ones, the less obvious political ones, thru to how CCs affect corporates, what happens in a potential future world with decentralised power gen & storage, Germany & Nuclear, and much more
Ask yourself if you think they ARE indeed a new asset class once you have finished listening
As always, please send me any feedback whether good, bad or ugly, best to DM me on twitter; and if you have any requests for the show then suggestions are welcome too
15 Dec 2021
#2.2: Concentrate to Accumulate, Only When Convicted
I discuss my current framework for concentrated, high conviction, investing; and also the flip side, what learnings I have had when I don't have high conviction investments - as capital still needs to be put to work.
In this episode, we cover current high conviction investments, potential next high conviction 'radar' investments, the psychology involved, learnings I have had over the years that have helped reduce stress (i.e. when to outsource, things to stop doing).
As always, please let me know any feedback via DM on twitter (@Darky999), whether good, bad or ugly it's all welcome. If you have any requests for future episodes please also let me know.
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