Dr Dark After Dark

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 ugly, best to DM me on twitter; and if you have any requests for the show then suggestions are welcome!

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 obvious political ones, thru to how CCs affect corporates, what happens in a potential future world with decentralised power gen & storage, Germany & Nuclear, and much more Ask yourself if you think they ARE indeed a new asset class once you have finished listening As always, please send me any feedback whether good, bad or ugly, best to DM me on twitter; and if you have any requests for the show then suggestions are welcome too

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 the years that have helped reduce stress (i.e. when to outsource, things to stop doing). As always, please let me know any feedback via DM on twitter (@Darky999), whether good, bad or ugly it's all welcome. If you have any requests for future episodes please also let me know.

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 but scientifically sound way to break mining (which is likely impossible for probably 1,000s of years to come...), how we can control time, how this means we neatly circumvent some Energy requirements, and all with Physics that is generally considered to be correct, and proven beyond doubt (but note, Relativity is likely not the deepest theory, but it has been proven 1,000 different ways). If you are offended by it then I would suggest you reassess the point of the podcast, it's absolutely not having a go at Bitcoin, it should be a light hearted take on an interesting Thought Experiment. Link to prior episode with Jeff Snider about Next Generation Reserve Currencies https://anchor.fm/chris-dark/episodes/37-Discussions-with-Jeff-Snider-Alhambra-Investments---Beyond-the-USD----Non-linear-thinking-about-the-next-potential-world-Reserve-Currency-eknmfg Link to prior episode and PRIMER on Relativity: https://anchor.fm/chris-dark/episodes/8-Relativity-and-Big-Stuff-eed4eh Please share if you think this was fun, happy to do more if there is demand...

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 episode to be biased, misleading, and 5 years out of date. I woke up the next morning and had about 100 people asking me to do a reaction pod to it. So here is that reaction pod. It's a monologue, it's totally different to normal, and people may love or hate it (as always please send any feedback to me @Darky999) I am candid, civil, and I think it's abundantly clear that this reaction is not in any way a personal attack on either Erik or Mike, quite the opposite, this is to add to the discussion about the financial system of the world, and how we can hopefully build a brighter future based on new technologies.