The Blunt Dollar

Ignacio Ramirez Moreno, CFA
  • 0.0 (0)
  • INVERSIONES
  • CADA SEMANA

Finance doesn’t have to be boring or sugarcoated. It’s time for a show that tells it like it is. The Blunt Dollar is where real conversations meet real finance, hosted by Ignacio Ramírez Moreno, a fixed-income advisor, CFA charterholder, and LinkedIn content creator who isn’t afraid to ask the tough questions. Each episode brings candid, thought-provoking discussions with investors, traders, analysts, and market thinkers who cut through the noise and get to the truth behind money, markets, and investing.  Whether it’s exposing the myths of the financial world, exploring the hidden forces shaping markets, or breaking down the latest trends in a way that actually makes sense, The Blunt Dollar delivers raw insights, straight talk, and a touch of humor. New episodes drop every other week on Spotify and Apple Podcasts.  Want to hear a story that needs to be told? Reach out to thebluntdollar@outlook.com, and let’s make it happen.

  1. HACE 4 DÍAS

    Lucy Baldwin: Why Being Right Isn’t Enough in Today’s Markets

    In this episode of The Blunt Dollar, I sit down for the third time with Lucy Baldwin, Global Head of Research at Citi, to unpack what it really takes to lead one of the largest and most influential research platforms in the world.  With a career spanning Goldman Sachs, Bank of America, and Credit Suisse, Lucy offers a candid, thoughtful look at how research, leadership, and markets are evolving in an era defined by AI, information overload, and constant disruption.  Together, we explore how great research is built, how to think independently in a consensus driven industry, and why curiosity, structure, and storytelling matter more than ever. 💡 What the day-to-day life of a Global Head of Research actually looks like at a truly global institution 🤖 How AI is reshaping equity research, analyst productivity, and competitive advantage across industries 📊 The balance between speed and depth in research in a world that demands instant insights 🎯 What separates great analysts from good ones, and how to build real differentiation with clients 🚀 Career advice for young professionals navigating finance in a rapidly changing job market If you like conversations about markets, research, leadership, and the future of finance, this one’s for you. Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations. New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts. And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/ Enjoy the episode! Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

    55 min

  2. 3 FEB

    John Haslett: The Portfolio Philosopher Who’s Never Lost a Client

    John Haslett is not your typical finance COO. As cofounder of Graphite Asset Advisory, John brings a rare blend of risk discipline, storytelling flair, and market intuition that sets him apart in the world of discretionary fund management. Named a Top 10 LinkedIn Voice in South African finance, John has built a firm that has never lost a single client or team member in over a decade. In this episode, we dive deep into how he did it and what it means to truly play the long game in both markets and life. 🔍 From auditing structured finance in the 2008 crisis to building a human centered investment firm 🧠 How behavioral risk, not just portfolio theory, drives Graphite’s asset allocation 📈 Why both value and growth managers are outperforming and what it signals for active investing 🤖 The creative power of AI in finance and John's process behind the Green and Bear It letter 🏉 What rugby, deadlifting, and raising a daughter taught him about long term thinking If you are into resilience, market psychology, and the future of asset management, this one is for you. Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations. New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts. And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/ Enjoy the episode! Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

    48 min

  3. 27 ENE

    Karl Rogers: What Finance Textbooks Get Completely Wrong

    Karl Rogers has traded everything from oil calendar spreads to electricity across the US grid and now he's building one of Ireland’s most forward thinking family office investment platforms at Elkstone. In this episode of The Blunt Dollar, we dive deep into how Karl’s prop trading roots shaped his unique investment approach, why he believes most forecasts are useless, and how to build portfolios that are both behaviorally resilient and future proof. 🎯 Built Elkstone’s investment platform from scratch with a focus on edge, not orthodoxy ⚡️ Former pro trader in oil, cocoa and US power markets and why electricity trading rewired his thinking 📉 Why Karl says macro doesn’t matter and most forecasts are just expensive guesses 🧠 Behavioral “armor” for investors and how to prevent panic selling and cognitive pitfalls 🧰 Why the 60 40 portfolio might be outdated and how to build for the next market cycle If you like unfiltered takes on hedge funds, behavioral finance insights, and how to actually build a robust investment platform, this one's for you. Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations. New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts. And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/ Enjoy the episode! Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

    42 min

  4. 20 ENE

    Andrew Spence: From Engineering to Finance to Farming

    In this episode of The Blunt Dollar, we sit down with Andrew Spence, founder and CEO of Aspen, one of the UK’s fastest-growing model portfolio service (MPS) providers. From his early career in marine engineering to a life-altering health scare that reshaped his outlook, Andrew shares the pivotal moments that led him to build Aspen with a clean slate and a mission to add real value to wealth management. We dive into how Aspen challenges the "me too" nature of the MPS industry, why most risk profiling is broken, and how goal-based investing can reshape the advisor-client conversation. Key topics covered: 🔧 How engineering principles and a brush with mortality inspired Aspen’s no-nonsense, tech-forward approach to portfolio management 🧠 Why the current risk profiling system fails both advisors and clients, and what a better framework could look like 🌦️ Inside Aspen’s flagship Four Seasons portfolio and the thinking behind modular strategies like core versus satellite investing 💰 A candid breakdown of the false binary between low-cost index funds and high-fee managers, and what real value should mean in MPS 🤖 The impact of AI on wealth management and why the advisor’s human role is still irreplaceable for now If you’re interested in goal-based investing, fixing broken financial frameworks, and building things that truly matter, this one’s for you. Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations. New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts. And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/ Enjoy the episode! Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

    44 min

  5. 13 ENE

    David Hawa: What Everyone Gets Wrong About Bonds

    After four decades in European finance, David Hawa has seen it all, from the birth of the euro to managing €3 billion bond portfolios and leading distribution at firms like Nordea, Fortis, and Robeco. In this episode, David unpacks the evolution of fixed income markets, the critical role of client communication, and how staying calm in a crisis defines great investors. We explore his career arc, from cold-calling at Morgan Stanley to managing sovereign debt portfolios and shaping sustainable investing strategies long before they were fashionable. Here’s what we cover: 📉 How managing €3B in government bonds teaches discipline, clarity, and staying power 🌍 Why European firms differ so much in culture, and what he learned from each 🌱 What “transition investing” means, and why ESG is entering a new, more rigorous chapter 💼 How to build client trust and explain complex strategies with precision 🧠 The overlooked beauty (and misunderstood complexity) of fixed income investing If you like career deep dives, European market insights, and brutally honest takes on ESG and risk, this one's for you. Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations. New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts. And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/ Enjoy the episode! Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

    54 min

  6. 6 ENE

    Spencer Jakab: What Financial Media Won’t Tell You About Market Hype

    In this week’s episode of The Blunt Dollar, I’m joined by Spencer Jakab, renowned investment columnist at The Wall Street Journal, author of "Heads I Win, Tails I Win" and "The Revolution That Wasn’t", and the voice behind the widely read "Markets AM" newsletter. Before journalism, Spencer was a top-ranked equity analyst and head of EM research at Credit Suisse. He’s been on both sides of the machine, and now writes to explain why smart investors still make dumb mistakes. This conversation is a candid dive into the craft of financial storytelling, the psychology of market manias, and what it means to be a journalist in an age of information overload. We get into: 📈 Spencer’s unusual path from emerging markets research to *WSJ* columnist 📚 The GameStop saga, what it revealed about retail behavior, and why conspiracies still persist 🧠 Why intelligence alone won’t make you a good investor (and what might) 🗞️ How financial journalism is adapting to AI, social media noise, and collapsing attention spans 🧵 The newsletter flywheel: how Spencer writes daily for half a million readers without losing his voice If you’re into behavioral finance, media skepticism, and finance without the fluff, this one’s for you. Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations. New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts. And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/ Enjoy the episode! Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

    1 h y 1 min

  7. 30/12/2025

    Mitesh Sheth: Building Spiritual Alpha in a Data-Obsessed World

    What do a monastery in India, a £50 billion multi-asset franchise, and a fixed income desk have in common? In this episode, we sit down with Mitesh Sheth, former CEO of Redington and CIO at Newton Investment Management, for a deeply human conversation about purpose, reinvention, and what it truly means to lead. An actuary by training and a strategist by conviction, Mitesh has built his career not only around financial alpha—but organizational alpha. From sleeping on a straw mat in a monastery to transforming investment firms from the inside out, Mitesh challenges the traditional narratives of finance with radical humility, emotional intelligence, and spiritual insight. We discuss: 🌍 Growing up as a “double exile” between Bolton and India and how it shaped his leadership style 🧘‍♂️ Why he chose to live like a monk right after university—and what it taught him about purpose and identity 🏢 His concept of “organizational alpha” and how culture can become a firm’s greatest edge 🧠 How AI and spirituality can co-exist in a more human-centered model of finance 📖 Why storytelling, not spreadsheets, drives real inclusion and innovation If you like conversations about purposeful leadership, rethinking the future of finance, and finding meaning in the messiness of life, this one's for you. Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations. New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts. And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/ Enjoy the episode! Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

    56 min

  8. 23/12/2025

    Henning Stein: Why Smart People Still Fail at Long-Term Investing

    In this episode of The Blunt Dollar, I sit down with Dr. Henning Stein  a strategist, academic, and Chief Innovation Officer at One Business World  to unpack the future of investing through the lens of long term thinking, technology, and behavioral insight. Henning brings a rare mix of experience: from insurance and asset management to launching Europe's early blockchain ETFs and shaping strategic intelligence platforms powered by AI. We dive deep into what it really means to build resilient portfolios, how AI is misunderstood in finance, and why patience still beats prediction. Here’s what we cover: 📊 Strategic asset allocation vs market calls  why most investors get it wrong 🧠 AI in finance  the myth of machine driven alpha and the rise of “quantamental” 🔒 From childhood detective to CIO  how curiosity shaped Henning’s unconventional career 🥇 Gold, equities, and psychology  what this debate says about investor behavior 🕰️ Long term thinking in short term times  what leaders (and portfolios) need to survive volatility If you like conversations that blend data, discipline, and deep curiosity, this one’s for you. And if you haven’t already, make sure to subscribe to The Blunt Dollar for more raw and honest finance conversations. New episodes drop every week right here on YouTube. You can also follow me on LinkedIn for more behind the scenes content and upcoming guest updates: [https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/](https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/) Enjoy the episode! Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Always consult a qualified financial professional before making financial decisions. Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations. New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts. And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/ Enjoy the episode! Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

    46 min
Ver todo (52)

Acerca de

Finance doesn’t have to be boring or sugarcoated. It’s time for a show that tells it like it is. The Blunt Dollar is where real conversations meet real finance, hosted by Ignacio Ramírez Moreno, a fixed-income advisor, CFA charterholder, and LinkedIn content creator who isn’t afraid to ask the tough questions. Each episode brings candid, thought-provoking discussions with investors, traders, analysts, and market thinkers who cut through the noise and get to the truth behind money, markets, and investing.  Whether it’s exposing the myths of the financial world, exploring the hidden forces shaping markets, or breaking down the latest trends in a way that actually makes sense, The Blunt Dollar delivers raw insights, straight talk, and a touch of humor. New episodes drop every other week on Spotify and Apple Podcasts.  Want to hear a story that needs to be told? Reach out to thebluntdollar@outlook.com, and let’s make it happen.

Información

  • Creador
    Ignacio Ramirez Moreno, CFA
  • Años de actividad
    2025 - 2026
  • Episodios
    52
  • Clasificación
    Apto
  • Copyright
    © 2026 The Blunt Dollar
  • Mostrar sitio web
    The Blunt Dollar

También te podría interesar