Look Out the Frikkin' Window Podcast

Scott Osheroff
  • 4.5 (2)
  • Investing
  • Updated Monthly

Straight talk on finance, global macro, markets, and investing. Yurta: https://t.me/yurta06 ©Scott Osheroff

Episodes

  1. Aug 6

    The Niche World of Litigation Investing with Oliver Mitchell

    The conversation delves into the world of litigation plays, focusing on identifying investment opportunities, challenges of legal due diligence, portfolio allocation, sovereign litigations, and Venezuela's debt and investment potential. Scott Osheroff and Oliver Mitchell provide insights into the complexities and potential rewards of investing in legal disputes and sovereign debt. Takeaways Litigation plays offer substantial upside potentialLegal due diligence requires deep understanding and attention to detailSovereign litigations present unique investment opportunities Chapters 00:00 Introduction to Litigation Plays02:19 Identifying Investment Opportunities15:10 Portfolio Allocation and Sizing30:06 Sovereign Litigations and Opportunities Subscribe to Scott’s Telegram Channel Yurta Subscribe to Oliver’s Substack Case Research | Substack

  2. Jun 13 ·  Bonus

    Kontrarian Korner x Yurta: Market Overvaluation, AI CapEx, and Commodities

    Kontrarian Korner x Yurta Market Overvaluation, AI Capex and Commodities Scott Osheroff joins Ben Kontrarian Korner to discuss overvaluation in today’s financial markets, AI announced CapEx versus reality, and the broader implications for base metals, fertilizers, and cannabis. Subscribe to Ben Kelleran's substack Kontrarian Korner Ben's Podcast Kontrarian Korner Scott's Telegram Channel Yurta - Disclaimer: Anything discussed in this podcast is not to be taken as investment advice. This podcast is for informational and entertainment purposes only. Please do your own due diligence and consult your own financial advisor.

  3. 11/10/2024

    Episode 2: Trump, China, and Tokenization

    How President Trump's proposed policies impact global trade flows, China as an exporter of deflation with a strong RMB, the argument for a new "Plaza Accord" to weaken the USD, and the prospects of mainstream adoption of digital assets on the horizon. SUBSCRIBE: ⁠⁠Yurta⁠⁠ ⁠⁠Nutstuff⁠⁠ Twitter: ⁠⁠Yurta⁠⁠ ⁠⁠Nutstuff⁠⁠ Website: ⁠⁠Nutstuff.co⁠⁠ Disclaimer: Anything discussed in this podcast is not to be taken as investment advice. This podcast is for informational and entertainment purposes only. Please do your own due diligence and consult your own financial advisor.

    Episode 2: Trump, China, and Tokenization

  4. 10/30/2024

    Episode 1: Oil, Elon, and Elections

    Undervalued oil and gas equities look set for a move, digital asset developments & Elon's DOGE, BRICS, and positioning for potential peace post US elections. SUBSCRIBE: ⁠Yurta⁠ ⁠Nutstuff⁠ Twitter: ⁠Yurta⁠ ⁠Nutstuff⁠ Website: ⁠Nutstuff.co⁠ Disclaimer: Anything discussed in this podcast is not to be taken as investment advice. This podcast is for informational and entertainment purposes only. Please do your own due diligence and consult your own financial advisor.

    Episode 1: Oil, Elon, and Elections

  5. 10/16/2024

    Pilot

    Scott & Will introduce the "Look Out the Frikkin' Window Podcast" and dive into macro, east versus west, Chinese stimulus, cannabis, and more. SUBSCRIBE: Yurta Nutstuff Twitter: Yurta Nutstuff Website: Nutstuff.co Disclaimer: Anything discussed in this podcast is not to be taken as investment advice. This podcast is for informational and entertainment purposes only. Please do your own due diligence and consult your own financial advisor.

    Pilot
  • 5 Episodes

Ratings & Reviews

4.5
out of 5
2 Ratings

About

Straight talk on finance, global macro, markets, and investing. Yurta: https://t.me/yurta06 ©Scott Osheroff

Information