On the Bull and the Bare Truth we seek to cut through the bull to get to the bare truth.
I try to share thoughts that I think are largely missed by the market.
My hope is that these thoughts inspire new thoughts from you.
kevinkneafsey.substack.com (https://kevinkneafsey.substack.com?utm_medium=podcast)
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com (https://kevinkneafsey.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
18 Jul 2026
Podcast Episode 10: When Good On Average is Not Good for the Average
In this podcast we try to reconcile some conflicting measures of how the consumer is doing and ask the question, "Who can afford this?" We find that what is good on average is not good for the average person.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com (https://kevinkneafsey.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
17 Jun 2026
Podcast Episode 9: Diversification and Correlation
In this episode we discuss what investors want for their portfolios, diversification and why they are likely to be disappointed chasing uncorrelated assets.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com (https://kevinkneafsey.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
22 May 2026
Podcast Episode 8: Liquidity
In this podcast we explore what liquidity in financial markets means and importantly how and why the premium paid to holders of illiquid assets is misunderstood.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com (https://kevinkneafsey.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
8 May 2026
Podcast Episode 7: NPV as a Simple Model of the Economy
In this episode we build on the paper NPV and a Simple Model of the Economy by eliminating the math and using a simple analogy to draw out in the intuition about how the economy works.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com (https://kevinkneafsey.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
6 Apr 2026
Podcast episode 6: Private Credit, Private Equity and Simple Math
There are three important points missing from the discussion about private credit concerns.
1) What structurally should make us worry about private credit?
2) How does private equity's use of private credit make the problem worse?
3) How has taking money from individual investors exacerbated the troubles for private credit?
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com (https://kevinkneafsey.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
25 Mar 2026
Podcast episode 5 - The Six Golden Rules for Allocating Your Assets
Once you decide to invest, the next most important decision is how to allocate your assets between stock, bonds, real estate, commodities, ... Here are 6 golden rules for doing exactly that.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com (https://kevinkneafsey.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
23 Feb 2026
Podcast Episode 4: The S&P 500 is not what you think it is
This is based on two of my substack pieces - "What if we Pretend that Passive Investing is Investing" and "Afraid of the Mag7: An S&P 500 Substitute"
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com (https://kevinkneafsey.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
21 Jan 2026
Podcast Episode 3: How to Unstick the Stuck Housing Market
This goes along with the paper How to Unstick the Stuck Housing Market, the Addendum and the error correction
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com (https://kevinkneafsey.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
9 Dec 2025
Podcast Episode 2: Thoughts on Gold
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com (https://kevinkneafsey.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
29 Oct 2025
Podcast Episode 1: Is that Pig Wearing Lipstick?
This is a rough maiden voyage of a podcast version of the first substack post. The goal of the podcast is to break things down a bit more to make this more accessible to a broader audience. Your feedback help to make this much better. Suggesting that I get a voice transplant is fair game.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com (https://kevinkneafsey.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
1 ratings
Contact The Bull and the Bare Truth
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of The Bull and the Bare Truth?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
