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YWR: When a Canary is not a Canary.
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YWR Intelligence
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Reminiscences of a Shrub Operator
Le Shrub
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The MacroTourist
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52:21
YWR: Why it's a China Bull market with Louis Vincent Gave.
Louis Vincent Gave shares why it’s early days for a multi-year China bull market.
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YWR: What if the 'AI Bubble' is a Capex Boom?
AI is a bubble.
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YWR: How to make $ from PE Lock-In.
I told you the fun things I learned in Hong Kong. But there was something else.
Nov 14
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YWR: Hedge Fund Holdings Analysis
Time to review the data on hedge fund equity holdings.
Nov 11
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38:15
YWR: The Fed's Big Employment Mistake
The Fed is cutting rates because of weak payrolls.
Nov 7
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Erik
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Marvin Barth
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YWR GP: Institutionalising Crypto
Crypto is transitioning from niche “dot-crypto” to a mainstream asset class.
Nov 5
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