Podcast

T&C | The First Column

2020-10-07T16:59:45+00:00

Of the periodic table, that is. We talk hydrogen vs. gravity power, rubidium-colored drinks, even unstable francium, provide an update on the potassium-shaped recovery, and answer questions regarding one of our recent white papers. Listening is even easier than Elon Musk thinks it is to find and process lithium using sodium chloride; we are unsure how many cesium cycles long this podcast is, though.

T&C | The First Column2020-10-07T16:59:45+00:00

T&C | The Icarian Paradox

2020-07-10T22:21:03+00:00

Escape from the labyrinth and explore why physics don’t comport with the Icarus myth, and how the same kind of first-order thinking is affecting markets, where certain sectors and companies are in rarified air.

T&C | The Icarian Paradox2020-07-10T22:21:03+00:00

T&C | The Analyst and the Arsonist

2020-07-08T19:21:10+00:00

We discuss the increase in COVID cases and its implications for consumer behavior, the Japanification of the U.S. (and what it means for financial stocks and gold), a recent purchase for our investors in the electric vehicle/drone space, and investors burning themselves through day trading.

T&C | The Analyst and the Arsonist2020-07-08T19:21:10+00:00

T&C | The Odd-I-See

2020-06-10T18:35:00+00:00

Formidable Asset Management's Will Brown and Adam Eagleston discuss the Odyssey investors have experienced in 2020, consumer trends associated with the re-opening of the economy, and the oddities we have seen with the behavior of certain stocks popular on Robinhood. Plus, a little mythology and history, as well as obligatory references to the shape of the recovery and associated chart crimes (we’re looking at you, CNBC, and that recent unemployment graphic).

T&C | The Odd-I-See2020-06-10T18:35:00+00:00