Episoder
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Today’s guest is economist Lyn Alden, an independent analyst and founder of Lyn Alden-Investment Strategy, where she publishes monthly research reports for both retail and institutional investors.
With a background in electrical engineering and a master’s in engineering management specializing in financial modeling, Lyn excels at breaking down complex economic trends into plain English.
She is also a general partner at Ego Death Capital and the author of the 2023 bestseller “Broken Money,” which examines the evolution of money through the lens of technology. In this episode, Lyn offers her perspective on the macroeconomic factors shaping 2025, including political uncertainty, fiscal dominance, and more.
You will want to hear this episode if you are interested in...How Lyn got into investment research [1:50]The 2024 election’s influence on the economy [8:00]What happens with the debt ceiling? [16:25]What Lyn likes better than the dollar and why [22:09]Lyn’s view on BRICS plans [22:45]Expiring tax cuts and bank lending [28:40]Lyn’s experience with Bitcoin [33:55]Lyn’s advice to avoid complacency [41:40]Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Resources & People MentionedBroken Money, Lyn AldenEgo Death CapitalLyn Alden-Investment Strategy
Connect With Lyn AldenLyn Alden
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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Today, I want to share a message of hope—one that invites us to reflect on what progress truly looks like in our world today and how it should look moving forward. To help explore this topic, I’m joined by my business partner, Amy LeNoble, and returning guest Charles Hugh Smith.
Charles has been writing about social, economic, and technological trends since 2005 on his widely followed blog. He’s also the author of several thought-provoking books, including his most recent, “Mythology of Progress, Anti-Progress, and a Mythology for the 21st Century.”
In this episode, Charles challenges us to rethink the foundation of our hope. He shares a powerful insight: hope is essential to humanity, but when it’s based on fantasies or delusions, it becomes false hope. He explains how our understanding of progress—both its perception and its reality—plays a critical role in shaping genuine hope.
We’ll unpack the core ideas from Charles’s latest book and discuss the broader implications of progress for individuals and humanity as a whole.
You will want to hear this episode if you are interested in...Where society stands today and the path that led us here [3:40]How defining progress has impacted our purchasing power [10:00]Real progress as the wellbeing and sustainability of life [18:30]The key triggers that drive social change [24:40]Solutions that prioritize people over profit [42:30]Finding hope in the possibility of meaningful change [47:42]Charles Hugh Smith is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Resources & People MentionedMythology of Progress, Anti-Progress, and a Mythology for the 21st Century
Connect With Charles Hugh SmithCharles Hugh Smith
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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Manglende episoder?
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In today’s episode, we dive into the significance of the 2024 Presidential Election. While every election impacts the country, this one feels especially critical, with far-reaching consequences that extend beyond U.S. borders.
Our guest is Alex Krainer, a former hedge fund manager, market analyst, and creator of the I-System trend-following model. With his unique global perspective, we explore the potential implications of this election on both the U.S. and the world.
You will want to hear this episode if you are interested in...
Is it possible that the 2024 presidential election won't happen? [2:15]What is really going on? A clash of systems of governance [8:12]What's weighing on voters, domestic policies for candidates [12:20]What Alex says is the only choice in the election [16:13]Are people waking up to the corruption of the systems? [21:52]How do you know what to believe or trust anymore? [27:55]Anything that gives Alex hope about the political system? [40:39]The American people have all the potential to build the US back up [48:55]
Resources & People MentionedTrend Investing ModelsThe Wisdom of CrowdsThe Trend Following Bible
Connect With Alex KrainerFollow on XAlex's SubstackThe Naked Hedgie
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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Today's episode is for anyone interested in learning about the intricacies of investing in the financial markets. Are you wondering what the fiat currency system is, or are you curious about how financial analysis works?
We explore perspectives on the currency market and how it impacts investment strategies. We discuss the complex relationships between financial concepts that influence the value of currency. We discuss quantitative analysis and how leveraging it can help maximize investment portfolios.
Charles Ashley, a portfolio manager at Catalyst Funds, holds a Bachelor of Arts degree from Michigan State University and an MBA from the University of Michigan, Ross School of Business. In this episode, he breaks down abstract financial concepts with real-world market applications.
You will want to hear this episode if you are interested in...How does the currency market work? [1:40]The strength of the dollar is a matter of perspective [4:15]How the balance of trade influences the value of the dollar [6:15]The relationship between currency yield and inflation [10:20]What the currency carry trade is, and how it affects the market [16:30]How does quantitative analysis compare to mutual funds [31:00]The need for human logic in quantitative analysis [36:20]Quantitative analysis investing strategies [43:40]Charles Ashley is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Resources & People MentionedTwenty One Lessons from Financial History for the Way We Live Now
Connect With Charles AshleyCharles Ashley - Catalyst Funds
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to UpThinking Finance
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Is the U.S. economy heading for a crisis, or is it still the safest bet in the global marketplace?
Peter Cavelti, an expert with over 50 years of experience in investment and geopolitical analysis, returns to talk about the Fed's recent rate cut, the future of the U.S. dollar, and global economic shifts.
In our wide-ranging conversation, Peter goes pretty deep into why predictions of the dollar's imminent collapse might be exaggerated. Plus we talk about the rising influence of the BRICS nations, and how the United States' debt burden could lead to significant economic consequences.
Cavelti also shares insights into the challenges facing global powers like Europe and Japan, and the shifting dynamics in international capital flows.
You will want to hear this episode if you are interested in...Are recent Fed rate cuts a game-changer for the U.S. economy? [0:28]Will the Fed’s policy shifts shake up the global economy? [2:57]Is the U.S. dollar’s dominance under serious threat?. [7:00]Is the growing U.S. debt leading us to a financial crisis? [4:00]What does the wealth gap mean for the future of America’s middle class? [20:00]Why should you avoid investing in liabilities during uncertain times? [27:10]Could negative interest rates hit the U.S.? [34:10]Are Europeans more disillusioned with their governments than Americans? [42:10]Peter Cavelti is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Resources & People MentionedU.S. Federal Reserve recent developmentsBRICS U.S. Treasury Bonds
Connect With Peter CaveltiPeter Cavelti’s website: www.cavelti.com
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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A common theme among the guests of UPThinking Finance™ is that the global economy is derailing, and wealth and inequality are leading us to a day of reckoning. However, this sense is not just about monetary implications—there is a spiritual element as well.
There’s a concern that a personal consciousness or self-awareness is needed to create a global transformation. My guest, Emma Slade, is here to talk about her transformative shift from being a global chartered financial analyst to a Buddhist Monk.
You will want to hear this episode if you are interested in...
How Emma became interested in the financial world [2:40]Emma's survival of a traumatic event led to a change of heart about her work [11:25]Emma’s transformation from Market Banker to Buddhist [15:20]Emma's Buddhist training created desire to start her charity [21:10]How Emma describes the Kingdom of Bhutan [28:10]Emma’s belief in transforming from a material state to spiritual development [32:30]Emma Slade is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Connect With Emma SladeOpening Your Heart To BhutanOpening Your Heart To Bhutan on FacebookEmma's YouTube ChannelEmma's TEDx TalkEmma's WebsiteEmma's Book: Set Free
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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How will the upcoming US elections impact the geopolitical landscape? We recently saw an attempt on former President Trump’s life. Biden “bowed out” of running for another term. How does that play a role in upcoming elections? We’ve seen and continue to see the pollution of elections worldwide. Will things change? John Waters and Alex Krainer return to discuss the current geopolitical landscape in episode #59 of UPThinking Finance™.
You will want to hear this episode if you are interested in...Running for office in Ireland [1:40] The pollution of elections worldwide [7:31] Dissecting the attempted assassination [12:07] Why the upcoming US election is important [23:12] It’s either Trump or hell on earth [29:06] The dictatorship of compassion [38:54] Will we see an awakening in Europe? [44:29] John and Alex’s final thoughts [52:18]John Waters and Alex Krainer are not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Connect With John Waters and Alex KrainerAlex Krainer's TrendCompassJohn Waters Unchained
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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What is the status of Central Bank Digital Currencies (CBDCs)? How could creating global division ultimately lead to humanity’s loss of control? How can we open our eyes and really see what’s going on before it’s too late?
In this episode of UpThinking Finance™, Melissa Ciummei—an independent investor and researcher in Northern Ireland—returns to revisit CBDCs, the balance of power, and what individuals can do to fight for their freedom.
You will want to hear this episode if you are interested in...The status of CBDCs [1:03] Eyes are being opened [16:33] Division is the ultimate goal [30:35] The status of Ireland [37:40] The world’s perception of the US [40:04] Melissa’s final thoughts [45:36]We must hope in humanity [50:37]Melissa Ciummei is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Resources & People MentionedBIS Annual Report 2023/2024CBDCs and the Coming Reset with Melissa Ciummei, Ep #35CBDC Tracker
Connect With Melissa CiummeiFollow on Twitter
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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Tom Luongo is a former research chemist and part-time goat farmer. He publishes the “Gold Goats ‘N Guns” blog, a monthly newsletter, and records podcasts. His work is also published in Bitcoin magazine and syndicated regularly on sites like ZeroHedge, Investing.com, etc. Tom has a unique way of connecting geopolitical dots. In this episode of UPThinking Finance™, I pick his brain about some of the latest things he’s written about.
You will want to hear this episode if you are interested in...The parallels between Shadowfist and geopolitics[1:56] The last 10 years of history [12:53] Does the long-term end goal ever change? [22:18] Welcome to Splitsville [28:09] Is it “every man for himself?” [34:17] LIBOR, SOFR, and the Fed [38:03]Chevron, Trump, and Jarkesy [49:00]Tom Luongo is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Resources & People MentionedThe Jarkesy CaseShadowfist
Connect With Tom LuongoTom’s PatreonGold Goats ‘N Guns
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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Cynthia Chung’s education taught her that energy consumption is destroying our world. It taught her that the hole in our ozone layer was growing. It taught her that the destruction of rainforests was wreaking havoc on humanity. Industry was portrayed as something that killed anything it touched.
Cynthia’s research paints a far different picture. Cynthia dives into the fallacy of green energy in her docuseries, “Escaping Calypso’s Island.”
In her series, Cynthia points out that our entire lives revolve around energy usage. Access to the best medical care, nutritious food, clean water, and adequate shelter depends on energy. Access to affordable energy has diminished poverty, lengthened life, and increased quality of life.
We’re being told that there isn’t enough energy to go around, and that we have to focus on green initiatives. But is that true? Dive deeper with us in this episode of UPThinking Finance™.
You will want to hear this episode if you are interested in...Learn about Cynthia Chung and the Rising Tide Foundation [2:01] Why “specialization” is a new and often unnecessary concept [10:11] Your reality won’t always meet your expectations [14:38]Explaining Cynthia’s reference to Calypso’s Island [17:41] The fallacy of game theory [21:05] How Cynthia discerns through the BS [32:37] Why renewable energy doesn’t help the environment [36:05] Dissecting the lies we’re being fed [38:32]Green energy is causing worldwide suffering [39:57] Through a Glass Darkly [44:51]
Resources & People MentionedThe Empire on which the Black Sun Never Set https://www.youtube.com/watch?v=J7-7NxjVy0A
Connect With Cynthia Chunghttps://cynthiachung.substack.com/https://risingtidefoundation.net/
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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Richard Laterman is a Portfolio Manager at ReSolve Asset Management, Inc. with 18 years of investment experience in capital markets. He has the unique ability to take complex information and boil it down into something concise and understandable.
In his role, he provides us with invaluable information about geopolitical events, economic events, and the markets. In this conversation, we get Richard’s opinion on the world, the drive to embrace alternative strategies, and the necessity of leaning into discomfort.
You will want to hear this episode if you are interested in...The typical day in the life of Richard Laterman [2:39] Richard’s current view of the world [6:58] Living to work instead of working to live [18:55] The drive to embrace alternative strategies [22:51] Let’s get comfortable being uncomfortable [32:26] What will accelerate change? [39:10]Richards Laterman is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Resources & People MentionedDoomberg SubStackThe Master and His Emissary by Iain McGilchrist
Connect With Richard LatermanReSolve Asset ManagementConnect on LinkedIn
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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Can we find an answer to the world’s ills? Is a return to a gold standard feasible? Can we keep our current system from imploding? Do we even want to? In this conversation, Charles Hugh Smith gets into the weeds on the socioeconomic issues we’re facing. We talk about whether or not a new economic system is the answer or if a focus on relocalization and self-reliance may be key to inciting change.
You will want to hear this episode if you are interested in...Why the gold standard isn’t sustainable [2:34] Can we keep our current system from imploding? [8:47]What could a new economic system look like? [14:50]What about a universal basic income? [21:32]Increasing rates of hopelessness and depression [27:23] Relocalization: Self-reliance in the 21st century [37:34] The next generation was born for this time [42:43] The systems we rely on are failing, so what’s next? [44:12] Why we’re positive about the future of humanity [49:29]Charles Hugh Smith is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Resources & People MentionedThe Myth of Capitalism
Connect With Charles Hugh SmithCharles’ blog: Of Two MindsCharles’ Patreon Self-Reliance in the 21st Century
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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Inflation continues to rise. Interest rates are at 30-year highs. Gold is at all-time highs. There’s geopolitical conflict and confusion everywhere. Yet most global equity markets continue to go up. Where do you turn to get rational analysis, advice, or opinions?
Today’s guest brings three decades of experience to the equation. Charles Heenan is the Co-Investment Director at Kennox Asset Management. He’s adopted a distinct value approach to global investing over the last 30 years. He shares some insight into global investing (and why it’s important to diversify internationally) in this episode of UPThinking Finance™!
You will want to hear this episode if you are interested in...Learn more about Charles’ equity firm: Kennox [2:27] How things have evolved since the 90s [9:07] A perspective from the other side of the ocean [12:13] The impact of global debt on global economies [15:23]Diversification and trusting the process [20:59] The Kennox approach to global investing [25:55] Many investments require patience [31:32]How Kennox conducts global research [40:43] How instinct plays a role in decision-making [43:25]Charles Heenan is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Resources & People MentionedThe Price of Time: The Real Story of Interest by Edward Chancellor
Connect With Charles Heenanhttps://kennox.co.uk/
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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Kevin Flanagan started his career as a Fed watcher i.e. money market economist working on the trading floor. As a fixed-income strategist, he looks at things from a broad perspective because numerous things impact the bond market—economics, geopolitics, elections, etc. All play a role in how the bond market and interest rates are developed.
He found it fascinating that you could look at the past and present to gain insight into the future. Kevin joins me in this episode of UPThinking Finance™ to shed some light on this confusing topic.
You will want to hear this episode if you are interested in...The “new” old-rate regime [1:59] When the Fed’s role shifted [8:36] Politics playing a role in policy [14:51] Current impacts on inflation [16:55] The impact of foreign money [21:55] What will happen with US debt? [24:50] The performance of the municipal market [28:40] Where Kevin sees the bond market headed [30:45] The connection between the 10-year and gold [32:47] How Kevin got into the fixed-income arena [35:02]Kevin Flanagan is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Connect With Kevin FlanaganWisdom TreeBasis Points PodcastFollow on Twitter
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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This episode marks the second anniversary of UPThinking Finance™. Alex Krainer was our guest for our first anniversary, so it made perfect sense to invite him back again. In this episode of UPThinking Finance™, he speaks on both financial topics and the ever-changing geopolitical landscape.
You will want to hear this episode if you are interested in...The turmoil in the financial markets [2:02]How does this thing blow up? [6:45] Is a black swan event going to happen? [9:56] Will the Fed eventually lose its power? [15:09] Numerous countries are united in a hatred of the US [17:11] Why it’s time to find a different way [23:58] How Alex would overhaul the financial system [26:34] The current social arrangement doesn’t work [36:51]Alex Krainer is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Connect With Alex Kraineralexkrainer.substack.com/Connect on LinkedIn
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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Our thoughts and ideas are being molded through the clever use of psychology. Our enemies aren’t generals and admirals but behavioral scientists and psychologists. They know how the brain operates and how to manipulate it.
In 2010, after years in the music industry, DJ Mark Devlin underwent a “conscious awakening.” He started to study the mainstream music industry and how A-list artists have been used to manipulate and mind-control the masses.
In 2016, He published “Musical Truth: Exposing the Mind-Control Manipulations of the Corporate Music Industry.” We discuss how humanity is being manipulated through music and popular culture in this fascinating episode of UPThinking Finance™.
You will want to hear this episode if you are interested in...Mark’s awakening about the music industry [5:32] The history of manipulation [20:37] What music isn’t manipulated? [28:35] What is the price of fame? [34:52] We have the power of choice [40:41] Mark’s upcoming tour in the US [43:00]DJ Mark Devlin is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.
The opinions expressed in this material do not necessarily reflect the views of LPL Financial.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Resources & People MentionedThe Cause & The CureThe Sound of Freedom
Connect With DJ Mark DevlinMark’s websiteOdyseeMusical Truth
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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The media is completely disconnected from reality. We’ve all known it for a while. The challenge becomes—if we don’t trust the news—where do we source information? How do we filter it? How do we discern the truth?
When did spreading propaganda begin? When did the news become a source we could no longer trust? Michelle Stiles wrote the book, “One Idea To Rule Them All: Reverse Engineering American Propaganda,” to answer these questions. It’s written to expose the realities of the world we live in, in terms of the role of propaganda and manipulation. Don’t miss this eye-opening conversation.
You will want to hear this episode if you are interested in...What propelled Michelle to study propaganda [3:34]George Creel’s WWI propaganda [6:57] Le Bon: The origins of mass persuasion [10:47] Bernays: The idea of stagecraft [13:45] The infrastructure of belief [16:35] Why do we trust the propaganda? [23:37] Deconstructing what we’ve been told [30:25] Michelle’s research on the American Red Cross [37:47]
Resources & People MentionedThe Crowd: A Study of the Popular MindPropaganda by Edward BernaysThe Four Agreements: A Practical Guide to Personal Freedom
Connect With Michelle StilesMichelle’s website: Smart SheepeGet the book and study guideOne Idea To Rule Them All: Reverse Engineering American Propaganda
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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If there was ever an industry where history repeats itself, finance is at the top of the list. Russell Napier has worked in investing for over 30 years. He’s written exceptional books, including “The Anatomy of the Bear” and “The Asian Financial Crisis.” He’s the Founder and Course Director for the Practical History of Financial Markets, an online course at the Edinburgh Business School.
In 2014, he founded the charitable venture, “The Library of Mistakes,” a business and financial history library based in Scotland with branches in India and Switzerland. They recently threw their “Mistake of the Year Awards.” Listen to our conversation to learn from the mistakes that were made so that history doesn’t have to repeat itself.
You will want to hear this episode if you are interested in...Learn more about the Library of Mistakes [1:57] 4The Mistake of the Year Awards nominations [8:42]How quickly money can be lost [11:05] European governments backing pensions [13:09] The rapid decline of Farfetch [15:49] 3rd Place: Credit Suisse [19:33] 2nd Place: FTX [25:46] 1st place: The Silicon Valley Bank [32:33] The lessons learned from great mistakes [42:45]Russell Napier is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.
Emerson Fersch is a registered representative with and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Resources & People MentionedThe Mistake of the Year AwardThe Library of MistakesThe Library of Mistakes PodcastsThe Psychopath Test: A Journey Through the Madness Industry
Connect With Russell NapierConnect on LinkedInThe Solid Ground Newsletter
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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I often feel like I’m living two lives. There’s the world I live in that I can see around me. Then there’s the world I can’t see but can feel in my heart. The gap between them seems to be getting wider and wider. Something is amiss. Is there a day of reckoning coming? Is change going to happen?
John Waters is a man who isn’t afraid to speak the truth. He’s able to put words to how many of us are feeling. In this captivating episode of UPThinking Finance™, John Waters returns to talk about the current state of the world, whether or not we’re in a spiritual war, and how to take steps in the right direction.
You will want to hear this episode if you are interested in...The current state of Ireland (and the world) [2:07] What can we anchor ourselves to? [12:12] Is change going to happen? [17:51] Are we in a spiritual war? [23:18] The God we found in Alcoholics Anonymous [29:47]Taking steps in the right direction [41:08] Live your life to the fullest today [44:07]
Resources & People MentionedThe Sibling Society by Robert BlyNot God: A History of Alcoholics AnonymousJohn Waters & Dr Thomas Binder on The Abi Roberts ShowEpisode #38: As Goes Ireland, So Goes the World
Connect With John WatersJohn’s SubstackJohn’s Website
Connect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking Finance
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Peter Cavelti is a financial advisor who shares a similar worldview as we do. He was one of the first investment managers to recognize some of the defining trends of our time, such as the ascent of emerging economies and the dramatic reversal of globalization. In this episode of UPThinking Finance™, we have a conversation about his career, his opinion on the US debt, and how he navigates financial planning with the future in mind.
You will want to hear this episode if you are interested in...Learn more about Peter Cavelti [3:23]Peter’s thoughts on the Covid conversation [7:34] The biggest challenge Peter’s had to overcome [13:36] Is the US debt spiraling out of control? [19:32] How Peter structures their investment portfolio [28:25]Navigating the narrative within the industry [36:42]Peter Cavelti is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Connect With Peter CaveltiSubscribe to Peter’s newsletter at Cavelti & Associates, Ltd.
Connect with Emerson FerschCapital Investment AdvisersOn LinkedIn
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