The financial system will soon witness a collision between an unstoppable force and an immovable object. Pensions around the world are being crushed under the weight of unfunded liabilities while Baby Boomers are advancing to retirement in ever greater numbers, creating a perfect storm for the next crisis that is all but mathematically certain to happen. In “Things I Got Wrong”, Preston Pysh (@PrestonPysh), co-host of The Investors Podcast, shares crucial lessons about applying value investing principles in times of crisis.

Ep 011 - Broken Promises: The Impending Pension Crisis

Learn from hedge fund legends, Kyle Bass and John Burbank III, as they get together to share insights and ideas that differentiate truly independent market thinkers from amateur speculators. In ‘Things I Got Wrong’, John Netto, the Protean Trader and Author of The Global Macro Edge, discusses his error in preparing for catalysts and the evaluation framework that sprung from this experience.

Ep 12: Bass and Burbank, A Masterclass

Volatility permeates markets, nature, and life. Yet, it is monumentally misunderstood and often to ruinous consequences. Stephen Diggle, Founder at Vulpes Investment Management, and Chris Cole, Managing Partner at Artemis Capital Management, get at the heart of what individual investors need to know about volatility. In ͚Things I Got Wrong͛, Chris Martenson, Founder of PeakProsperity.com, shares what he got wrong with market structure and communicating emotionally charged ideas.

Ep 13: What Lies Beneath: Volatility in a Peaceful World

The agricultural industry sustains human life but is taken for granted and is subject to volatile cycles. Alan Boyce, former Soros Fund Management Director and Agtech investor, talks us through the biggest challenges facing the industry and major blind-spots few are aware of. In ͚Things I Got Wrong͛, Daniel Want, CIO and co-founder of Prerequisite Capital Management, shares what he got wrong about the end-game in Australian real estate.

Ep 14: Feeding the Future: Debt, Demographics, and Dinner Plates

"The farther back you can look, the farther forward you are likely to see", Sir Winston Churchill. Men of historical significance understood the importance of history. Tim Price, partner and Director of Investment at PFP Wealth Management and author of Investing Through the Looking Glass, kicks off our extended look at the history of financial crises and scandals, and what they can tell us about the future. In "Things I Got Wrong", Alex Gurevich, CIO of HonTe Investments, shares what we got wrong about conflating market forecasting with other realms of expertise.

Ep 15: Crises, Bubbles, Scandals: Financial History Uncensored (Part 1)

What if restaurant sales could predict the next recession? According to Paul Westra, Senior Research Analyst at Stifel, decades of restaurant sales data accurately predicted the last two US recessions, and the next one might be biggest one yet. In ͚Things I Got Wrong͛, and back by popular demand, Chris Cole, CIO of Artemis Capital Management, talks about what he got wrong in adjusting his systematic strategy to a new market regime.

Episode 16: Having Reservations: US Restaurant Revenues Signal Recession Risk

Neil Howe isn't only a household name for finance-types, he literally coined the term 'Millennials' and has written the book on generational analysis. This week, he shares his insights on where we stand in his Fourth Turning framework and what it all means for markets and society. In 'Things I Got Wrong', Simon Mikhailovich, Founding Partner of Toqueville Bullion Reserve, shares what he got wrong about liquidity and leverage during 2007.

Episode 17: Demographics Are Destiny

Bitcoin is all everyone can talk about and the public is downright hysterical about the price, but the price is not what you need to be focusing on. This week, we explore how Bitcoin and the underlying blockchain technology have opened up a universe of applications that have the potential to revolutionize entire industries and economies. In 'Things I Got Wrong', we speak with Jesse Felder, publisher of the Felder Report, about what he got wrong while holding a stock in a sector the government wanted dead.

Episode 18: Bitcoin: Journey Beyond the Hype to a Universe of Applications

If you want to predict the path of the global economy, you better have a pulse on the US consumer. At 70% of the US economy, consumer spending is the economic driver seat and Stephanie Pomboy, economist and founder of MacroMavens, has the inside track on where the US consumer is headed. In ͚Things I Got Wrong͛, we speak with Jerry Haworth, CEO of 36 South Capital, about what he got wrong shorting the Nasdaq in 1998.

Episode 19

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Adventures in Finance