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Similares a David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22

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David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22

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20Mark Cooper on global small cap value, AI and managing small cap long/short at MAC Alpha | S08 E13

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7Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO | S08 E10

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3Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31

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19Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG | S07 E38

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8Markets in Turmoil: Tariffs and China. Brewster joins us for a classic Value:After Hours | S07 E14

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15Todd Wenning on Flyover Stocks and Small Cap Moats $GMWKF, $ODFL, and $CPRT | S07 E43

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16Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris Waller | S07 E21

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1Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27

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10Rudy Havenstein, Senior Markets Commentator on the Fed, Housing and Markets | S07 E19

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9Lowell Capital's Jim and Abigail Zimmerman on LNF.TO, LYTS, MACF.L, and IWG.L | S07 E24

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5Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26

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17Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis | S07 E18

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2Nick Maggiulli @dollarsanddata on the new economic classes in the US and The Wealth Ladder | S07 E25

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