103 episodes

A podcast where we talk to risk takers, adventurers, travelers, entrepreneurs and simply mind bogglers.

The Judgment Call Podcast The Judgment Call Podcast

    • Technology
    • 5.0 • 397 Ratings

A podcast where we talk to risk takers, adventurers, travelers, entrepreneurs and simply mind bogglers.

    Maciej Wojtal (Should you invest into Iranian equities?)

    Maciej Wojtal (Should you invest into Iranian equities?)

    00:00:20 How Maciej got started with Amtelon Capital and why he chose Iran as a primary investment target?00:05:33 Why is Iran like Russia (and Eastern Europe ) in the 1990s? Is there a catalyst for Iran making it back to be connected with the rest of the world?00:14:25 A short story of sanctions against Iran.00:26:06 How Iranians and the regime in Iran differ? Why is the regime so successful in controlling power?00:32:32 What are great businesses to invest in Iran?00:48:11 How Iran avoided the ‘Dutch disease’ of big commodity exporters.00:56:08 Is Iran starting to be a new part of an ‘Axis power’? Will this hamper the participation of outside investors in the Iranian market?



    Maciej Wojtal is the founder and CIO of Amtelon Capital which is focused on investing in Iranian equities. Maciej has worked with Citigroup and JP Morgan before running his own fund.



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    • 1 hr 7 min
    Jared Dillian (From Lehman Brothers to 2021 - how did the financial industry change?)

    Jared Dillian (From Lehman Brothers to 2021 - how did the financial industry change?)

    00:00:23 How did Jared’s path from Lehman Brothers to Internet personality develop?00:05:06 How did the finance industry develop during the last 20 years?00:08:18 Jared’s experience on writing a novel (and how it compares to his other book)?00:11:29 What is Jared’s view of the deflation/ inflation debate?00:17:03 Is productivity growth really as low as we assume? What role do stock buybacks play?00:22:01 Is individual risk taking the key to increase productivity growth? 00:25:01 What are great areas of investment according to Jared?00:30:01 Will DeFi eradicate banks and most of the financial industry?00:34:01 Is the banking industry a good indicator for the health and competitiveness of an economy? 00:38:36 How consistent should financial commentators be?



    Jared Dillian is the author of Street Freak: Money and Madness at Lehman Brothers, named one of the top business books of 2011 by Businessweek magazine.



    Jared runs The Daily Dirtnap, LLC, which provides daily market commentary and insight to a range of institutional clients.



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    • 45 min
    Stephen Clapham (How to spot a good investment - and a fraud!)

    Stephen Clapham (How to spot a good investment - and a fraud!)

    00:00:33 How Stephen got started in the world of finance and what motivated him to write his latest book.00:10:05 What is the basic premise of Stephen’s analysis of financial statements (forensic accounting)?00:21:01 What is the fine line between fraud and creative accounting?00:27:22 What is Stephen’s analysis of the Wirecard fraud?00:32:27 How well do the current accounting standards actually work for provide transparency into profits/ losses of banks?00:39:51 Where does all the printed money (from Central Banks) actually go? What is the best option to ‘weather the current low growth environment’?00:51:10 How ‘money printing’ at this huge scale seems to be deflationary instead of inflationary?



    Stephen Clapham is a retired hedge fund partner who now trains stock analysts at some of the world’s largest and most successful institutional investors. Stephen is also the author of The Smart Money Method: How to pick stocks like a hedge fund pro and hosts his own podcast.



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    • 1 hr 7 min
    #100 Mike Green (The gravitational force of passive investing on capital allocation and geopolitics)

    #100 Mike Green (The gravitational force of passive investing on capital allocation and geopolitics)

    00:00:31 How Mike researched and developed his theory of a market bubble in passive investing/ index investing? Are markets about information or transactions?00:08:01 Is the bubble of investing just a (bigger) change of the NIFTY fifty or the NASDAQ bubble in the 2000’s?00:13:53 Does Mike’s theory of passive investing predict higher volatility due to the changes in market structure?00:19:22 Is our low productivity growth linked to inefficient capital allocation due to passive investing skewing investments? Is the Fed to blame for the asset bubbles?00:26:57 Is the Fed’s own forecast model broken now that markets follow a flow model much more than a valuation model?00:31:01 Is our retirement model the problem or the solution? Is a future crash inevitable? Is the small enterprise dead forever?00:39:13 How should contrarian investors position themselves? How committed can one be to an ‘impending bubble’?00:47:45 What is America’s contribution to the world? Does China now have the better approach to capitalism? Can we ever come up with companies that do things cheap and better (instead of just better)?00:55:05 Are societal changes solely to blame for changes in productivity growth? 01:01:01 Can longevity research (and the ability to live forever) change how the world will grow?01:09:01 Should we always be ‘smart investors’ or is ‘going with the crowd’ often better? What are the dilemmas of the contrarian or cataclysmic investor? How do high profile investors deal with this?01:21:10 What other bubbles does Mike see in today’s market and how can retail investors trade against such a bubble formation (if they choose to do so)?01:26:48 Will China start a hot war in Asia in the next 15 years? Will trade (and China’s trading partners) matter? How is the chess board stacked towards such a war. What are China’s incentives?







    Mike Green has been a student of markets and market structure for nearly 30 years. Mike works with Simplify to create ETF products that give retail investors an edge. Before that Mike has worked with Logica Capital Advisers and Thiel Macro.



    You may watch this episode on Youtube – #100 Mike Green (The gravitational force of passive investing on capital allocation and geopolitics).



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    • 1 hr 44 min
    Thaddeus 'the Catholic' (Pluralism, Liberalism, Postmodernism, Idolatry, World Government)

    Thaddeus 'the Catholic' (Pluralism, Liberalism, Postmodernism, Idolatry, World Government)

    00:01:00 How Thaddeus got into philosophy and theology in the first place?00:05:45 How political pluralism should work? Is the US actually pluralistic?00:12:23 Has liberalism built a super structure of metaethics on top of religions. Are religions (too) boxed in by the liberal structure? How has our consciousness already been changed by this structure?00:19:13 Is the treatment of religions and reality comparable? How should philosophy deal with quantum physics?00:30:03 What did postmodernism contribute to the current state of philosophy?00:35:03 What did Friedrich Nietzsche really try to tell us in ‘Thus Spoke Zarathustra’? How much of his depression should be attributed Christianity?00:39:03 Why are so many people falling out with active Christianity? Is it connected to the different role of idolatry (the replacement of the divine) between the older Abrahamic religions and the New Testament?00:45:02 What kind of love is the most fulfilling – self-centered or selfless?00:51:02 How does Ayn Rand’s philosophy (Objectivism) fit into the high regard that is given to selfless love by philosophers? Is altruism self love or selflessness?00:53:01 Why do we have this endless potential of addiction? Is addiction a coping mechanism for reality? Does it help us reconcile long-term and short-term goals? Is it better than being stuck in place?00:57:34 Is religion a system of societal error correction? Do religions give you better life goals (and free you of addictions). Have religions become too lazy and are not challenged enough? Has postmodernism shown us how uncontested religious ideas are a problem?01:07:13 Is the catholic church a good model for a ‘world government’?



    Thaddeus Kozinski is a professor of theology and philosophy at the Divine Mercy University. He is the author of Modernity as Apocalypse: Sacred Nihilism and the Counterfeits of Logos and The Political Problem of Religious Pluralism: And Why Philosophers Can’t Solve It.



    You may watch this episode on Youtube – Thaddeus ‘the Catholic’ (Pluralism, Liberalism, Postmodernism, Idolatry, World Government).



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    • 1 hr 20 min
    Max Wiethe (The state of financial industry and financial journalism)

    Max Wiethe (The state of financial industry and financial journalism)

    00:03:30 What regulation should we employ in the financial industry? Does it make us more safe?00:10:57 How Max got into his current career and what he has learned from his interviewees.00:17:01 Is the world going crazy? Is the ‘attentionalism’ already changing people and is the financial industry a good showcase for this? Is ‘career risk’ actually the most important part of financial decision making? How should ‘risk taking’ work in the financial industry?00:27:00 What is the state of financial media? Why is holding up better than other parts of journalism?00:36:01 Which opportunities are available in the finance sector? Are entrepreneurial opportunities in other sectors of the economy really harder to come by than a few decades ago?00:41:16 Will machines take over everything but marketing and sales? Are humans competitive vs. machines in terms of making complex decisions?00:56:16 Will we see the ‘rise of independent curators’ in the financial industry? 01:10:30 Have preferences for earning money changed? Is quality of life more important than high earnings?01:20:11 Will exploring new planets (and the possibilities of discovering assets) change the society on earth forever?







    You may watch this episode on Youtube – Max Wiethe (The state of financial industry and financial journalism).



    Max Wiethe is an editor and journalist at Real Vision where Max hosts a weekly series of interviews with financial industry heavyweights.



    Big Thanks to our Sponsors!



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    • 1 hr 27 min

Customer Reviews

5.0 out of 5
397 Ratings

397 Ratings

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