The Covered Call Podcast Podcast

Lovis & Jason
  • 2.8 (5)
  • Investing
  • Updated Weekly

Attention Freedom Seekers: We are freedom researchers discovering how to be free in an increasingly unfree world. We share stories of entrepreneurs and investors who embrace volatility to increase their independence, hone in on opportunities, and inspire a shared vision that anything is possible. podcast.thecoveredcallpod.com

  1. Trader Ferg: Energy, China, and the Future Nobody Wants to Discuss

    20h ago

    Trader Ferg: Energy, China, and the Future Nobody Wants to Discuss

    Friends, Trader Ferg is back. When we first spoke with Ferg over a year ago, he laid out a series of ideas that sounded unconventional at the time: Energy shortages were being underestimated. China was far stronger than most investors believed. And some of the most interesting opportunities could be found in sectors everyone else hated. A year later, we wanted to revisit those ideas and see how they’re holding up. The result was one of the most thought-provoking conversations we’ve had this year. We discuss: • Why Ferg believes the world is entering a more inflationary era • The growing disconnect between energy realities and political narratives • Europe’s ongoing energy challenges and why the story may not be over • Why China continues to surprise both investors and policymakers • How capital flows may be shifting away from the United States and toward emerging markets • The commodity supply constraints that few people seem to be paying attention to • Why patience remains one of the most underrated advantages in investing and in life One observation from Ferg stuck with me. He pointed out that many of the biggest opportunities begin by feeling uncomfortable. They often live in places where sentiment is terrible, headlines are negative, and most people have already moved on. The challenge is having the conviction and patience to stay with a thesis long enough for reality to catch up. Whether you agree with his conclusions or not, Ferg has a remarkable ability to zoom out, ignore the daily noise, and focus on the trends that may matter over the next decade rather than the next week. We enjoyed this conversation immensely and think you will too. — Lovis & Jason This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

    1h 44m

  2. 4d ago

    Adrian Day: Why Gold Is Only the Beginning

    A few months ago, Lovis joined Adrian Day for dinner in San Juan, Puerto Rico. At the time, most investors were talking about AI, rate cuts, and the usual market narratives. (This was Feb 27th… and then Iran happened.) A lot has changed since then. Today, energy security is back on the front page. Supply chains feel less certain. Geopolitics is no longer background noise. And questions that once seemed theoretical suddenly matter again. In this episode, we sat down with Adrian to discuss what may be a much bigger story than gold itself. While Adrian remains bullish on gold, his most interesting argument might be that gold is only the first phase of a much larger shift. He believes we may be entering a period where hard assets, commodities, and undervalued international markets outperform the areas that have dominated investor attention for the last decade. Some of the topics we explore: * Why gold may still be in the early stages of its bull market * Why copper, uranium, and energy could outperform gold over the coming years * The growing importance of resources, energy, and physical production * Whether we are moving toward a bipolar world dominated by the United States and China * Why Adrian sees compelling opportunities outside the United States * How families and investors can position themselves during periods of major change One of Adrian’s observations stood out to me: “We’re much closer to the beginning than the end.” Whether he’s right or wrong, it is hard to ignore that many of the assumptions that shaped the last twenty years are being challenged all at once. As always, our goal is not to provide investment advice. It is to learn from people who have spent decades thinking independently and navigating uncertainty. We hope you enjoy the conversation! Lovis & Jason PS.: Toward the end of the conversation, we lost Jason for a bit, so we don’t hear him asking his final question, but Adrian gives an answer that pretty much explains itself. See if you can spot it. :) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

    1h 24m
  3. Overtime #2: Why the World Feels Different Now

    May 15

    Overtime #2: Why the World Feels Different Now

    Lovis and Jason share their recent experience with natural childbirth, insights on global geopolitics, and economic strategies amidst current world events. This episode explores alternative birth methods, geopolitical shifts, and the impact of strategic resource management. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

    56 min
  4. Louis-Vincent Gave: Energy Is the Dark Force Behind the Global Economy

    Mar 12

    Louis-Vincent Gave: Energy Is the Dark Force Behind the Global Economy

    In this episode, Louis Vincent Gave discusses macroeconomic shifts, energy markets, geopolitical risks, and the impact of AI on the economy. He shares insights on China's role, energy diversification, and the evolving global power dynamics, providing a comprehensive macro perspective. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

    1h 34m
  5. Overtime #1: The Uninvestable World - And Why We Keep Building

    Mar 7

    Overtime #1: The Uninvestable World - And Why We Keep Building

    Join Lovis and Jason in this engaging overtime episode as they explore global geopolitics, US policies affecting foreign entrepreneurs, cultural differences, and insights from classic books like Taipan and Influence. Discover how long-term thinking, cultural perspectives, and strategic policies shape our world and personal success. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

    1h 11m
  6. Rick Rule: Globalism Is Dead - Here’s How to Plan Your Next Moves

    Jan 23

    Rick Rule: Globalism Is Dead - Here’s How to Plan Your Next Moves

    In this engaging conversation, Rick Rule shares his insights on the current economic landscape, touching on various themes such as the importance of understanding market dynamics, the role of optimism in investing, and the necessity of adapting investment strategies to changing geopolitical contexts. He emphasizes the significance of generating utility for others and the need for investors to be proactive in their approach, while also addressing common mistakes made by investors. The discussion also delves into the oil and gas market, the future of commodities, and the importance of dividends in investment strategies. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

    1h 35m

  7. Jan 16

    Florian Strauf: The Hidden Cost of Playing It Safe

    In this episode of The Covered Call, we reconnect with Florian Strauf, a previous guest, to discuss our and his journeys towards financial independence and the various projects we are currently pursuing. The conversation touches on the importance of financial freedom as a pathway to personal freedom, and how their podcast has evolved over the past year. They share insights on the power of networking and warm introductions in building relationships and expanding their guest list, emphasizing the value of personal connections in professional growth. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

    2h 1m
  8. Stephan Kinsella: Rethinking Property, Power, and the State

    12/19/2025

    Stephan Kinsella: Rethinking Property, Power, and the State

    In this conversation, Lovis Kauf and Jason engage with Stephan Kinsella, a prominent libertarian theorist, to explore the principles of libertarianism and anarcho-capitalism. They discuss the implications of intellectual property laws, the nature of the state, and the concept of aggression in relation to property rights. Kinsella argues that the state inherently commits aggression and that true freedom is rooted in individual rights and the pursuit of happiness. The discussion also touches on the future of liberty in the context of technological advancements and the potential for a post-scarcity society. Kinsella emphasizes the importance of empathy and cooperation in achieving a harmonious society, while also critiquing the inefficiencies and corruption associated with state power. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

    1h 33m
See All (36)

2.8
out of 5
5 Ratings

About

Attention Freedom Seekers: We are freedom researchers discovering how to be free in an increasingly unfree world. We share stories of entrepreneurs and investors who embrace volatility to increase their independence, hone in on opportunities, and inspire a shared vision that anything is possible. podcast.thecoveredcallpod.com

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