Guests

Andrew Walker is a portfolio manager at value-oriented hedge fund Rangeley Capital and author of Yet Another Value Blog. He focuses on microcap, deep-value, and...

Dr. John Sviokla is an author, executive fellow at Harvard Business School, AI pioneer, and co-founder of GAI Insights - the world's leading generative-AI analyst firm.

Edwin Dorsey conducts deep, investigative analyses of public companies in his newsletter, The Bear Cave. By prioritizing customer relations and common-sense logic over financial...

Jonathan Shaffner is a retired U.S. Army colonel with 25 years of service who currently works as the director of federal business development at MBO Partners. MBO specializes in...

Brendan Ahern is the chief investment officer at asset manager KraneShares. The company provides investors access to Chinese companies, climate investments, and uncorrelated...

Bob is the chief economist at technology firm infineo, author of more than a dozen books, and a passionate advocate of free markets.

Brody Mullins is a Pulitzer Prize-winning investigative reporter who focuses on businesses, lobbying, campaign finance, the political-intelligence industry, and how investors...

Larry McDonald founded The Bear Traps Report, an investment newsletter that looks at global political and systemic risks when making actionable trades. He is also a frequent...

E.B. is an author, editor of The Tucker Letter, and investor with decades of experience in the precious metals market.