Episodes
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Buckle up. In this episode, we’ll share 10 predictions about the potential impacts, policy shifts, and global changes that could come with Trump's second term.
Chapters:
00:00 - Intro
01:21 - Finance is Crazy
03:03 - Investor Dinner
05:01 - 10 Predictions of Trump Presidency
05:47 - 1) Trump Gets Shot Again
08:37 - 2) US Turn to Isolationism
11:41 - 3) Health In America Is A Winner
15:26 - 4) Tariffs Will Work
20:30 - 5) Bitcoin Hits 200k
23:32 - 6) China Prints & Prints & Prints...
29:04 - 7) Trump Wins Zelensky Loses
31:55 - 8) US Declassifies A Bunch of Historical Things
36:45 - 9) US Refinance's debt
40:11 - 10) Philippines, Indonesia, Brazil On the Upside
46:07 - Bonus: Other Countries will Turn Right
48:17 - Bonus: Fauci Goes to Jail?
49:42 - Outro
Watch the episode here: https://www.youtube.com/watch?v=Ux8FgtMZV40
Follow us on X:
Austin - https://x.com/a_brawn
Cody - https://x.com/CodyShirk
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Trump completed the most astounding political comeback in US history. What happens now?
In this episode, we discuss the impact on the markets and your investments, the decimation of the Democratic party, and our predictions on how this will reset foreign policy.Chapters:
00:00 - Intro
00:47 - Donald Trump Has Won
08:40 - Thoughts on Results
13:06 - What happens in the markets?
17:20 - International Concerns
20:59 - The Benefits of Trump
31:51 - Trump V. All
40:49 - Predictions…
44:21 - Foreign Relations
49:00 - Will Trump Reduce Debt?
51:24 - Optimism going forward
53:59 - Wrapping up
Watch this episode on YouTube:
https://www.youtube.com/watch?v=DdVIA1MGGQY
Follow us on X:
Austin - https://x.com/a_brawn
Cody - https://x.com/CodyShirk
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Missing episodes?
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Welcome to the Halloween episode! In this episode, we discuss the recent movement of stocks in the psychedelic space (and where it goes from here), why smart investors are betting millions on surf parks, and the future of business and travel in Mongolia.
Chapters:
00:00 - Intro
00:46 - Happy Halloween
02:43 - Welcome new viewers!
04:48 - Bright Minds stock
09:36 - AbbVie Collab
21:14 - Surf Parks
31:27 - Mongolia
40:36 - The Mongol Rally
41:44 - United New Flights
47:41 - Outro
Watch this episode on Youtube:
https://youtu.be/NBJiONX7Uc8
Follow Austin and Cody on X:
https://x.com/a_brawn
https://x.com/CodyShirk
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Chapters:
00:00 - Intro
00:52 - Studio Update
02:07 - Reach out to us!
03:21 - DOD Budget
08:33 - Pentagon Fails Audit
12:45 - All Roads Lead to Inflation
16:16 - Election Promises
18:39 - Commodities Coming Up?
20:31 - More Republicans Registering to Vote
24:52 - Clean Coal?
30:13 - AI & Energy Usage
32:50 - US Bombing Yemen going under the radar
35:25 - More Global Conflict
38:56 - North Korea Sends Trash in Balloons
40:30 - Current Opportunities
42:21 - Family Update
44:57 - Outro
Watch this episode on Youtube
Follow Austin and Cody on X:
https://x.com/a_brawn
https://x.com/CodyShirk
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00:00 - Intro
01:06 - Austin's Flu Game
03:33 - Florida Man Fights Hurricane
06:05 - SpaceX Achievements
10:02 - California Coastal Commission and SpaceX
11:44 - Tesla's New Developments
27:55 - Geopolitical Tensions Heating up!
29:01 - China Hacks USA
40:40 - What's up with Laos
52:36 - Conclusion and Future Outlook
Watch on Youtube: https://www.youtube.com/watch?v=o3GXVhj1odM
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01:09 - Hurricane is here... 03:38 - Market Update 06:46 - Cryptober 10:41 - UAE Removes Taxes on Crypto 13:27 - Costco Now Sells Platinum 19:52 - C5+1 Summit 22:30 - China in Latin America 22:53 - 3 Opportunities for Investors 28:37 - Election Updates 34:51 - Hurricane & Politics 42:06 - China Surrenders Passports 47:03 - Wrapping Up
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Chapters:
00:00 - Intro
00:47 - Iran Bombing Update
04:20 - Intro pt2
04:36 - Florida Man vs. Hurricane
05:15 - Hurricane News
06:23 - Austin’s Dubai Trip
10:25 - Georgetown the next Dubai?
14:03 - Silicon Disaster in NC
19:19 - China Stimulus
24:33 - Dems and Republicans on Israel
27:41 - Israel’s Success
30:32 - Elon Musk Drone Company?
32:16 - Crypto Updates & Investments
35:14 - What is SUI?
37:51 - Pros & Cons of SUI
39:26 - Challenges with Crypto
43:53 - Positives of other Crypto
View on Youtube: https://youtu.be/ul2pLfo79rs
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Chapters:
00:00 - Intro
01:02 - Moving & Trips
04:32 - Raising a Family in Cali
09:36 - The News is getting hot
10:14 - Update on Gold & More
16:48 - Microsofts New-cular deal
19:04 - Companies focus on Energy
20:33 - Election & Energy
25:26 - Operation Grim Beeper
31:06 - New & Old War Tactics
39:08 - Who Benefits in War?
41:05 - Signs we are in WW3
45:23 - Investing in war
48:00 - US Strengthening Relationships
50:22 - Wrapping up
Watch on YouTube: https://youtu.be/uHqYTdr4hkA
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Chapters:
00:00 - Intro
00:44 - Travel Recovery
02:57 - Trump Assassination 2
06:46 - Controversy of Volatility
13:27 - Issues in Hong Kong
17:34 - The “Fall” of the US Dollar
21:15 - China’s Debt
23:22 - Why is the US Dollar Strong?
27:41 - The Real Narrative…
31:34 - San Fransisco Real Estate
34:24 - Nancy Pelosi Stock Tracker
38:13 - Investing in San Fransisco
40:03 - Outro
Watch the episode on Youtube:
https://youtu.be/9O7pPrdTT9Q
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We went back to Guyana and flew deep into the interior of the country. In this episode, Cody and Austin share what they learned and the 5 biggest business and investing opportunities they see in Guyana right now.
Chapters:
00:00 - Intro
01:51 - Our Trip to Guyana
03:13 - Traveling to Guyana
06:27 - Why is Guyana Interesting?
07:59 - The President of Guyana's Plan
09:16 - Opportunities with Labor
11:22 - Biggest Opportunities in Guyana
11:29 - Aviation and Travel
17:30 - Boutique Hotels
19:59 - Building Infrastructure
25:34 - Day Trips around the Area
29:16 - Boats and Other Transportation
33:04 - Why you should care about Guyana
35:03 - Wrapping Up
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Cody has living and investing in Florida for the last 6 years. It's been an electric time to hold real estate in South Florida, but clouds are on the horizon. Where does it go from here? Cody shares where he sees opportunities in the chaos coming to South Florida.
Chapters:
00:00 - Intro
01:56 - Diving Into Florida
03:06 - When did you move?
07:57 - What was your journey?
11:25 - When was the peak?
14:41 - What did you learn the most?
22:30 - The different markets of Florida
27:41 - Opportunities in Florida
32:35 - The Condo Crisis
43:09 - Interests as an Investor
46:22 - Predictions in Florida...
48:57 - Outro
View on Youtube:
https://youtu.be/gFod_6kkQ_A
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In this episode, Austin interviews Cody about his first investments, land deals in Panama and apartment in Columbia. Those deals allowed him end his career as a firefighter and become a full time investor. He learned a ton about investing in Latin America and shares what he learned from the "school of hard knocks" of investing. Enjoy!
0:00 - Intro
01:02 - Austin’s intro for Cody
02:02 - Cody’s background as a Firefighter
06:05 - His first deals in El Salvador and Panama
09:54 - Is buying real estate abroad risky?
11:52 - The difference between buying real estate in the US vs LATAM
16:54 - The global real estate arbitrage
18:46 - How he purchased his land in Panama
20:02 - The difference between investing in Columbia and Panama
22:07 - The investment case for Cali Columbia
27:05 - Cashing out in Columbia and the challenges of management
28:49 - The best way to make money with real estate in LATAM
30:00 - What is Land Banking?
32:15 - Cheap deals in the United States
33:00 - Three tips for international real estate investing
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Is there more pain to come, or is it finally time to buy? Austin has spent the last 6 years investing in the hottest real estate market in the country. In this episode, he shares the unvarnished truth about the real estate market in Texas and where it goes from here.
Chapters:
00:00 - Intro
01:25 - Investing in Austin TX Real Estate
04:05 - What brought you to Austin?
07:49 - What were the numbers getting in?
14:46 - How was the permit process?
20:01 - Austin Real Estate Skyrocketing
21:33 - How long was the build?
26:41 - The Great Covid Migration
31:36 - The Crash of Austin TX
36:01 - Developers are struggling
38:47 - Experience with leveraging money
42:09 - Generational Differences
42:59 - What up with Dripping Springs?
47:13 - Bastrop TX and Elon Musk
49:09 - Growing up in a small town
51:54 - Cosplaying Cowboys
52:25 - Austin Texas Today
56:26 - Texas as a whole
59:28 - Wrapping up
Watch this episode on Youtube:
https://youtu.be/0HhXYcrDNbA
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In this episode, Austin and Cody explore Europe’s latest and most unconventional tax haven with Swen Lorenz. As a resident of Sark and an investor, Swen is joining forces with prominent hedge fund manager Harris Kupperman to purchase a significant portion of the island, transforming it into a tax haven and sanctuary from the chaos of the modern world. We delve into what makes Sark so unique, why Swen is fully committed to developing the island, and how you can get involved if you’re interested.
Chapters:
00:00 - Intro
00:43 - Welcome to the Adventure Capitalist Podcast
01:00 - Meet Our Guest: Swen Lorenz
01:10 - Swen's Background and Connection to Sark
02:49 - Diving into Sark: A Unique Investment Opportunity
09:38 - The Autonomous Nature of Sark
10:48 - Real Estate and Lifestyle on Sark
13:51 - Challenges and Opportunities in Sark
17:40 - Historical Context and Community Engagement
21:48 - Economic Potential and Comparisons
24:45 - Investment Strategy and Risks
32:27 - Complexities of Governance in Channel Islands
33:19 - Living on Sark: Challenges and Demand
34:55 - Visa and Immigration Policies
37:19 - Daily Life and Amenities on Sark
39:57 - Investment Opportunities and Regulations
49:42 - Future Vision and Population Growth
52:00 - Tourism and Economic Potential
56:51 - How to Get Involved and Visit Sark
59:48 - Conclusion and Final Thoughts
Watch the episode on Youtube:
https://www.youtube.com/@AdventureCapitalistMedia
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In this episode, Austin and Cody discuss 6 investment ideas that nobody is talking about. Some of are cheap, others are forgotten, and others are just downright creative. Enjoy.
Chapters:
0:00 - Coming up!
0:40 - Introduction
04:20 - Idea #1: Cheap, hated, ready to pump?
07:21 - Idea #2: Cashflow opportunities outside major cities
11:04 - Idea #3: Is this the next China?
14:50 - Idea #4: Healing Asia
19:53 - Idea #5: War dog investing
23:35 - Idea #6: An interest rate play
28:30 - What’s your best idea?
Follow us on Social:
> https://www.youtube.com/@AdventureCapitalistMedia
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The Japanese Yen is at its weakest point compared to the US dollar in 34 years, creating opportunities for travelers, investors, and entrepreneurs.
In this episode, we talk about what's unique about the situation happening in Japan, why we might never see it again, and how you can take advantage of the greatest value on Earth right now.
00:00 - Intro
00:51 - Why Japan is interesting right now
02:45 - The impact of the Japanese Yen’s nosedive
06:43 - Negative interest rates in Japan
07:54 - Skiing in Hokkaido
09:24 - Why Japan is the greatest value in the world right now
11:06 - The widow maker trade
12:50 - Japan’s demographics and it’s future
16:30 - Real estate opportunities in Japan
22:43 - The little known Japanese Digital Nomad Visa
25:12 - The highest level of culture shock
Follow us on Social:
> https://www.youtube.com/@AdventureCapitalistMedia
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He’s back, he’s tan, and he’s ready to share what he learned.
This episode is a recap of some of the best ideas that came out of Cody’s recent Explorer Summit in Costa Rica.
Buckle up.
Chapters:
00:00 - Intro
00:57 - Why Cody has a tummy ache
04:18 - The 5 people that go to Costa Rica
08:12 - The maturation of Costa Rica
09:34 - The digital nomad visa in Costa Rica
13:20 - Diving into Cody’s Explorer Summit
18:19 - Unions are now buying Bitcoin?
22:49 - The fitness routine of an 80 year old big wave surfer
27:16 - Some “private conversations” from the event
30:45 - The case for investing in synthetic diamonds
32:27 - A major US exporter is predicting a return of massive inflation
40:29 - Inflation is on everyone’s mind
43:05 - 2nd order consequence of inflation
45:35 - Will there be a Trump bump?
49:11 - Costa Rica is sneaky expensive
52:21 - Conclusion
Follow us on Social:
> https://www.youtube.com/@AdventureCapitalistMedia
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If you want better returns, you need to play a different game.
In this episode, we discuss Cody’s trip to NYC where he was locked in a room with 15 hedge fund managers to share their favorite out of the box investments for 2024.
You’ll learn his top 3 favorite investment ideas from the ‘Weird Shit Investing Conference’, and 3 ways to play the oil boom in Guyana with two solid companies and one gamble.
Chapters:
00:00 - Intro
01:00 - Report from the “Weird Shit Investing” conference in NYC
06:01 - Purchasing the island of Sark?
08:57 - “Playing a different game”
10:58 - The 1st investment idea: left-for-dead industry
17:11 - The 2nd investment idea: it’s cheap
22:01 - The 3rd investment idea: simple, genius, confidential
28:27 - 3 ways to play Guyana’s oil boom
36:00 - Venezuela improving?
Follow us on Social:
> https://www.youtube.com/@AdventureCapitalistMedia
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Hong Kong is struggling. Expats have left in droves and a recent poll indicates 38% of all university students in Hong Kong would leave if they were given a change. That is not a recipe for a thriving city.
In this episode, Austin and Cody discuss how the financial hub of Asia went from a shining jewel that attracted talent from all over the globe to a dying city.
We’ll also discuss why billionaire hedge fund managers, including Bill Ackman, are lining up to bet against the Hong Kong dollar.
Chapters:
00:00 - Intro
01:12 - What’s going on in Hong Kong?
03:31 - Why Hong Kong is important
06:37 - What’s going to happen in the future and how to profit from it
08:36 - Why the HK dollar might de-peg
10:26 - Bill Ackman’s bet against them
11:34 - The Macau dollar hustle
17:55 - Where the Hong Kongers are going
20:37 - Where the Expats are going instead of Hong Kong
23:32 - Why Thailand is taking off right now
24:28 - Austin left LA for Thailand and Namibia
Follow us on Social:
> https://www.youtube.com/@AdventureCapitalistMedia
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In this episode, Austin and Cody discuss why many leading governments are not telling the truth about their involvement with Bitcoin.
Nation states including Argentina, Ethiopia, El Salvador, Mexico, and Australia quietly use their excess energy to mine and accumulate Bitcoin, even if some are publicly against it. Traditionally poor countries are using their vast energy resources to mine Bitcoin and gain wealth.
We discuss what is happening in these countries, why it matters to you, and a few ways to gain exposure to Bitcoin and the miners.
Follow us on Social:
> https://www.youtube.com/@AdventureCapitalistMedia
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