Dr Dark After Dark

Jan 10 2022 52 ep. 65 mins 164

Dr Dark After Dark Podcast artwork

Each episode we deep dive into a specific macro issue, or have a candid topical discussion with a guest

Copy RSS

Subscribe on Podcast Addict

#2.4: Tim Boyd (Blueshirt Advisors, ex-Bridgewater) on macro, trading vs investing, volatility and much more

Jan 10 2022 76 mins

Tim Boyd (Blueshirt Advisors & Blueshirt Plus; ex-Bridgewater) joins me to discuss macro, trading vs investing, volatility, portfolio construction, the Fed, and much more! We focus quite a bit on advice for less experienced investors, however there should be some good information for those who are more experienced too As always, please send me any feedback whether good, bad or

#2.3: Carbon Credits - A New Asset Class, with Lawson Steele

Dec 21 2021 70 mins

Carbon Credits are a fascinating market & personal investment that I have talked about many times, in this podcast, and on twitter. I am therefore thrilled to have had on Lawson Steele, Head of Carbon & Utilities at Berenberg Bank to discuss the market in depth. Lawson is THE expert in this space, and we cover a myriad of dynamics from the obvious political ones, the less o

#2.2: Concentrate to Accumulate, Only When Convicted

Dec 14 2021 56 mins

I discuss my current framework for concentrated, high conviction, investing; and also the flip side, what learnings I have had when I don't have high conviction investments - as capital still needs to be put to work. In this episode, we cover current high conviction investments, potential next high conviction 'radar' investments, the psychology involved, learnings I have had over t

#2.1: How to Break Bitcoin with Physics - A Thought Experiment

Dec 05 2021 47 mins

We are back, with Series 2, Episode 1...! This is meant to be a highly thought provoking Thought Experiment, it will trigger many people, but hopefully most people realise what it's getting at. The inspiration for the episode were people on twitter who think Bitcoin will be 'THE' thing for literally forever - i.e. infinite time. We dive into Relativity, Proof of Work (PoW), a crazy

#48: Response to MacroVoices #255 Episode on Bitcoin

Jan 22 2021 68 mins

Recently one of my favourite podcasts, MacroVoices, had a discussion between the host Erik Townsend and Mike Green about Bitcoin's role in the Future of Digital Currency. I have huge respect for both Erik and Mike, and so I immediately listened! If you have not listened to it then I really recommend that you do, BEFORE listening to my reaction to it. Unfortunately, I found the epis

#47: Greg Crennan: Bitcoin Bull vs Bear Debate

Nov 23 2020 103 mins

Greg Crennan (@GregCrennan), the CEO of Golden Coast Consultants, joins me to debate Bitcoin - bull vs bear. Greg is quizzing me in this episode, however also debating with me, and we dive into many of the often asked questions & pushbacks about Bitcoin Greg and I fully agree about the long term bearish prospects of fiat money vs hard assets, and we both own gold & silver.

#46: Marty Bent on Bitcoin and its non-obvious ramifications (why might the Oil & Gas industry become dependent on it?)

Nov 17 2020 71 mins

Marty Bent (@martybent) joins me to dive deep into the non-obvious ramifications of Bitcoin, its technology and its network. With a deep dive into how the Oil & Gas industry could become dependent on Bitcoin over the next decade Marty is a well known proponent of Bitcoin and both an original thinker but also a healthy sceptic that is realistic about current limitations of Bloc

#45: Santiago Velez on Blockchains (Bitcoin, Ethereum, XRP, Enterprise, CBDCs...)

Nov 09 2020 74 mins

Santiago Velez (@Santiag78758327) joins me to discuss Blockchains, the different types, their interoperability, and what the key features are that give advantages over legacy technology This podcast is NOT about the price of Bitcoin, it's the first in a mini-series I am doing on Bitcoin & Blockchain, as many listeners have asked me to dive into the parts that are not covered a

#44: @FedupBizOwner on the US Election (recorded 8pm EST Sunday 1 Nov)

Nov 01 2020 82 mins

FedUpBizOwner (@HRGPFOREVER) joins me to discuss the US Election... We can all probably agree that we want to move on with life, and that having a peaceful transfer (Biden win), or no transfer (Trump win), of power is preferable for America and democracy. But is this realistic? Is the US heading for chaos for days, weeks, months (longer?!) Why is Trump going to be in the Whi

#43: Callum Thomas on Entrepreneurship & Macro (Founder of TopDownCharts)

Oct 29 2020 92 mins

Callum Thomas (@Callum_Thomas) joins me for a journey through his entrepreneurial experience; having founded TopDownCharts in 2016, and building it into a well known independent research firm, with clients across the world; doing this from New Zealand, and from the very southern tip of New Zealand too! This episode is full of great tips 'n' tricks for anyone considering starting t