Macro asset manager. Ex-VC & investment banker. Do your own DD. More here ➡️ https://xitter.cf/t.co/kr64UfPFYb
Chris and our head trader, Brad McFadden, joined Danny on the @CapitalCosm show to discuss some of the most pressing macro events right now as well as the opportunities they’re most excited about.
We scratched our collective heads over a number of “growth” darlings in these notes over the past years. But probably none of them as nutty as Palantir, which — considering we covered egregious …
Chris and Brad joined Danny on the @CapitalCosm show to talk about the energy market and the opportunities they’re seeing right now.
First up, a quick invitation...
This conversation with activist legend Paul Singer is full of nuggets — from losing his mother’s savings in the 1974 bear market and buying distressed Argentinian debt to his current view of the m…
Welcome to 2025! If the events of the past couple of days are anything to go by, we’re up for an “eventful” year...
The following headline from Europe grabbed our eyeballs a few days ago:
We’ve got a new podcast to share with you this week. Chris MacIntosh and our head trader, Brad McFadden sat down with Danny over at CapitalCosm (@CapitalCosm).
Let's do something slightly different today, shall we?
Amidst all the chaos, here's what's been going on in our world lately...
Hegelian dialectic in process:
Question the jab = Anti vaxer
