Slack and Salesforce – Are They Getting Weaker? | Before & After | Refinitiv

On today’s episode of Before and After, powered by Refinitiv, we are looking at two companies that are disrupting the status quo and helping to usher in the modern workflow model. They are forefront in the blending of the tech, business and gig economy. Intrinsic value doesn’t always lead to monetary gain though and we […]

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Is WeWork’s Demise a Positive Sign for Value Investors? (w/ Whitney Tilson)

ED HARRISON: Whitney Tilson, it’s a pleasure to talk to you. We’re going to talk a lot about value investing– some of the ideas that you have. What you’re doing currently with Empire Financial Research. But the first question that pops to me when I look at your resume is that your parents were teachers. […]

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Extreme Monetary Policy, a Profits Recession, and Asset Prices Floating Higher (w/ Ken Grant)

KEN GRANT: I’m Ken Grant. I am the founder of General Risk Advisors LLC, which is a risk management solutions company domiciled in New York. And I’ve been doing market risk management for more than 30 years. I find this to be a very interesting pass, somebody who has been actively involved in the capital […]

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Is Wall Street Missing A Recession Spurred on by Corporate Debt? (w/ David Rosenberg)

ED HARRISON: David Rosenberg, it’s a pleasure to talk to you. I’ve heard a lot about you. I’ve watched you over the course of, say, 15 or 20 years. And it’s a great opportunity to get to pick your brain here about investment opportunities. DAVID ROSENBERG: Well, you know they say. There’s lean pickings, so […]

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🔴 Peter Schiff Talks Gold & Potential Sovereign Debt Crisis | Real Vision Classics

So we’re here in Westport Connecticut today with the one and only Peter Schiff Peter welcome to real vision Well, thanks for having me on real vision my pleasure to be here Most people that are even casually familiar with the gold world have either come across you have heard of you But for the […]

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How Chinese Debt & Business in China Have Evolved (w/ Fraser Howie)

FRASER HOWIE: My name’s Fraser Howie. I’m an independent analyst on China. And author of a number of books on the Chinese financial system, in particular, Red Capitalism, and then before that, Privatizing China. So I’ve been in Asia for about 25 years, primarily working in the financial sector– Hong Kong, Beijing, Hong Kong, again, […]

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Jim Chanos: Psychology of short selling; China makes Europe, U.S. debt look like child’s play

The start of Jim Chanos and growth toward the Kynikos short selling mandate Psychology of short sellers is completely different than long-only investors. How short sellers have to “cut out the positive reinforcement noise” on Wall Street. The statistics on why the construction boom in China can lead to a bearish view of Chinese companies […]

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The Impending Jobs Crisis, Debt Crisis, Big Tech’s Future, & Active Management (w/ John Mauldin)

Grant Williams: All right, John Mauldin, it’s that time of year again. We’re back for the Strategic Investment Conference. John Mauldin: That was last week. I know, right? Was that a year? It’s crazy. God. It’s crazy. You and I seem to find ourselves in the same ZIP code so often around the world. And […]

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Bitcoin, Silicon Valley, & The Future of Money (w/ Tim Draper & Mike Green)

MIKE GREEN: Tim, you’re the closest thing to a scion of venture capital in Silicon Valley that exists. Third generation, and now you’ve brought your son Adam into the business, as well, I guess, your daughter. TIM DRAPER: My daughter, Jessie, runs the Halogen Ventures. She only backs women. MG: She only backs women. Interesting. […]

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