The Blunt Dollar

Ignacio Ramirez Moreno, CFA

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. 5D AGO

    Diego Parrilla: Understanding Risk In An Uncertain Financial World

    In this episode of The Blunt Dollar, I sit down with macro thinker, engineer, and investor Diego Parrilla to unpack the hidden fragilities of today’s financial system and what they mean for investors. From his engineering roots to his career across global banks and hedge funds, Diego brings a unique lens to markets, combining physics, macro, and options theory to challenge conventional thinking. We dive deep into his famous Anti Bubbles framework, the structural debt trap facing global economies, and why inflation may be less of an accident and more of a policy choice. 💡 Diego’s journey from mining and petroleum engineering to trading and macro investing, and how engineering thinking shapes his view of markets 📉 The concept of Anti Bubbles and why some assets become artificially cheap while others inflate into dangerous bubbles 🏦 Why global debt levels may have already passed the point of no return and what that means for central banks and monetary policy 🔥 Inflation as a stealth default and how governments quietly dilute purchasing power over time 🌍 The future of the US dollar, gold, volatility, and how investors can build portfolios designed to survive and thrive in a fragile financial system If you like macro, market structure, and big picture investing frameworks, 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.

    1h 1m
  2. MAY 5

    Elias Korosis: The Dangerous Arrogance That Quietly Destroys Top Funds

    In this episode of The Blunt Dollar, I sit down with Elias Korosis, Global Investment Partner at Federated Hermes Private Equity and Chair of Invest Europe. From starting his career as a scriptwriter for educational cartoons to becoming one of the leading voices in European private capital, Elias brings a rare combination of storytelling clarity and institutional insight. We dive into the realities behind Europe’s investment narrative, challenge some of the biggest myths in private equity, and unpack the structural issues that matter far more than headlines. This is a conversation about perception versus reality, discipline versus arrogance, and what it truly takes to succeed in private markets today. 💡 The Hollywood gap and why global investors often misunderstand Europe’s true economic dynamism 📊 The truth about IRR, DPI, and how return metrics can distort the real picture for LPs ⚖️ Where fee structures and incentives can break alignment between GPs and LPs 🧠 The hidden risks of GP arrogance and how overconfidence quietly destroys long-term performance 🚀 Why the next generation of investors must combine technology mastery with strong human judgment If you like private equity deep dives, institutional investing insights, and honest conversations about what really drives returns, 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.

    46 min
  3. APR 28

    Andrew Hollingworth: Great Companies Priced Like Bad Ones

    In this episode of The Blunt Dollar, I sit down with Andrew Hollingworth, founder of Holland Advisors and manager of the VT Holland Advisors Equity Fund, a boutique investment firm built around long-term ownership of exceptional businesses. Andrew is a Buffett disciple with a contrarian streak who left the traditional institutional world to build a fund that ignores benchmarks, avoids groupthink, and focuses relentlessly on misunderstood companies run by aligned owner-managers. We explore Andrew’s investing philosophy, how he thinks about sustainable competitive advantages, and why he believes most investors are far too diversified to outperform. From studying the history of great businesses to identifying rare “supernatural compounders,” Andrew shares the mental models and frameworks that guide his decision-making. ✅ Why most investors are too diversified and how concentration drives performance ✅ The operate, generate, allocate framework for analyzing businesses ✅ How to spot real competitive advantages and long-term compounders ✅ Why owner managers and capital allocators matter more than flashy growth ✅ Lessons from Buffett, Munger, and Nick Sleep that shaped Andrew’s thinking If you like value investing, business analysis, and deep conversations about long-term compounding, 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. APR 21

    Anastasia Buyalskaya: Why Your Brain Sabotages Your Investments

    In this episode of The Blunt Dollar, I sit down with Anastasia Buyalskaya, behavioral scientist and professor at HEC Paris, whose work sits right at the intersection of neuroscience, psychology, and financial decision making. With a background that spans finance, academia, and advisory work, Anastasia brings a rare perspective on how our brains actually behave under pressure and why even the smartest investors are still vulnerable to bias, stress, and habits they don’t even realize they have. We dive deep into how behavior shapes financial outcomes and why understanding psychology may be just as important as understanding spreadsheets. 🧠 Why stress literally changes how your brain processes risk and decisions 📊 The truth about habits, including why the “21 day rule” is a myth 🎯 How context cues like news alerts, apps, and screens silently shape investor behavior 🎮 The rise of gamification in investing and how it may be pushing people toward more risk 💡 Why reference points, anchors, and identity signals influence how we interpret markets and money If you like behavioral finance, decision making psychology, and understanding the hidden forces behind market behavior, 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.

    33 min
  5. APR 14

    Greg King: The Hidden Tech War Reshaping Wealth Management

    In this episode of The Blunt Dollar, I sit down with Greg King, Senior Director and Head of Wealth Management at FactSet, to unpack how technology, AI, and data are fundamentally reshaping the wealth management industry. With nearly three decades at FactSet, Greg has witnessed the evolution from spreadsheets to smart systems firsthand. We dive into what digital transformation really looks like inside large financial institutions, how AI agents are changing advisor workflows, and why trust remains the ultimate currency in finance even in a digital-first world. 🧠 How AI agents are transforming advisor workflows and saving hours of client prep time 📊 Why data quality and integration are the real foundation of successful digital transformation 🤝 The evolving role of advisors from portfolio managers to full-service financial concierges 🚀 What wealth platforms must get right to stay competitive in 2026 and beyond 🌍 Why staying curious is the most powerful career advantage in finance today If you like AI in finance, wealth management innovation, and real-world insights from industry leaders, 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.

    50 min
  6. APR 7

    Javier Corominas: Why Being Right at the Wrong Time Can Destroy Your Portfolio

    In this episode of The Blunt Dollar, I sit down with Javier Corominas, Chief Investment Strategist at Oxford Economics and former Head of Research at Record Currency Management. Javier brings a rare blend of real money portfolio experience and deep macro strategy, offering sharp insights into how markets truly function beneath the headlines. We explore what it means to move from managing risk directly to shaping global macro views, how narratives turn into trades, and why the bond market may be entering a structural new regime. Along the way, Javier shares practical lessons from currency management mistakes, explains fiscal dominance in plain English, and breaks down what keeps the US dollar firmly at the center of the global financial system. Key topics covered in this episode 📉 Painful lessons from currency portfolio management and why position sizing matters more than being right 🧠 How macro strategists turn market narratives into actionable investment frameworks 📊 Why bonds may be entering a new structural regime and what investors should watch closely 🌍 Fiscal dominance explained in simple terms and how rising debt reshapes markets 💡 Career advice for young investors including how passion and risk discipline create long term edge If you like macro investing, bond market insights and real world portfolio lessons, 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.

    36 min
  7. MAR 31

    William De Gale: The Champagne Glass Theory That Explains All of Tech

    In this episode of The Blunt Dollar, I sit down with William De Gale, founder and CIO of Blue Box Asset Management and former long time technology investor at BlackRock, where he ran its offshore global technology fund for two decades. William brings a refreshingly contrarian perspective to tech investing. In a world obsessed with flashy disruptors and headline grabbing growth stories, he focuses on something far less glamorous but far more powerful over time. Profitability. Specifically, full gap profitability with all the nasty stuff left in. We go deep into what truly creates value in technology, why most investors are chasing the wrong companies, and how to think about tech not as a vertical sector, but as the economic horizontal that is quietly absorbing profit growth from the rest of the market. Here is what we cover: 💰 Why gap earnings, not adjusted numbers or revenue growth, are the real drivers of long term stock performance 🧠 How his background in accounting and as an intelligence officer in the British Army shaped his investment framework 🍾 The inverted champagne pyramid mental model and why the real money sits at the bottom of the tech stack 🚫 Why most exciting disruptors will never be worth anything and how investors get blinded by hype 📉 The hidden risks in tech benchmarks and why benchmark relative thinking can be dangerous If you like fundamental analysis, long-term thinking, and cutting through market noise, 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
  8. MAR 24

    Jonathan Nurick: Dividends, Discipline, and the Secret to Staying the Course

    In this episode of The Blunt Dollar, I sit down with Jonathan Nurick, Co-Founder and CIO of DivGro, a fund built on a bold and simple mission: 30X capital over 30 years. But this is not about chasing hype or predicting the next big thing. It is about mastering behavior, understanding compounding, and learning to listen to the quiet language of dividends. Jonathan grew up in a family deeply rooted in markets, where business ownership was taught through real-world lessons rather than textbooks. Today, he blends philosophy, psychology, and disciplined dividend growth investing to build what he calls an emotional system for investors, designed to help them actually stay the course. We cover everything from the Gordon Growth Model to air conditioning distributors, and why boring might just be beautiful when it comes to long-term wealth creation. Here is what we get into: 📈 The 30X in 30 years framework and why 12 percent sustained returns are more realistic than they sound 🧠 The temperamental differential and why behavior, not stock picking, is what usually breaks compounding 💬 Dividends as a language between companies and owners, and how rising dividends create emotional stability 🏭 Why boring businesses like air conditioning parts, uniforms, and fire safety can outperform flashy front page stocks ⏳ How designing the right feedback system can help investors survive drawdowns and stay invested for decades If you like long-term thinking, dividend growth investing, and the psychology behind building real wealth, 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.

    51 min

Ratings & Reviews

4
out of 5
2 Ratings

About

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.

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