The Jolly Swagman Podcast

The Jolly Swagman Podcast


Latest Episodes

Classic Episode Rerun: The Legendary, Fraud-Sniffing Short Seller — Marc Cohodes
July 11, 2019

This is a rerun of a conversation I recorded in May 2018 with legendary short seller Marc Cohodes....

#69: The World According to a Maverick, Beach-Biding Stock Picker — John Hempton
July 08, 2019

John Hempton is a renowned short seller and the Founder and Chief Investment Officer at Australian-based hedge fund...

#68: Xi Loves Us, Xi Loves Us Not? — Kevin Rudd
June 14, 2019

This is an episode about a rising superpower (China) and its ruler (Xi Jinping). It’s also a conversation...

#67: The Good Society Hidden In Our Genes — Nicholas Christakis
June 08, 2019

Nicholas Christakis is the Sterling Professor of Social and Natural Science at Yale, where he directs the Human...

#66: The Leader Of The Free World Has Pre-Dementia — John Gartner
May 29, 2019

Richard Nixon once said, “I can go into my office and pick up the telephone and in twenty-five...

Housing Bubble Week Finale: It’s The Housing Cycle, Stupid! — Ed Leamer
May 23, 2019

This episode is about why housing busts cause recessions. Few understand their nexus better than Ed Leamer. Ed...

Housing Bubble Week: Getting Things Done in Western Sydney — John Hempton
May 20, 2019

The logic is inevitable: credit is as much a feature of housing bubbles as the moon is of...

Housing Bubble Week: A Philosophy of Bubbles — Timo Henckel
May 19, 2019

Bubbles are everywhere today — or so we’re told. But what are they really? I speak with behavioural...

Housing Bubble Week: Speculation and Unchartered Waters — Chris Joye
May 16, 2019

Chris Joye manages $3 billion as the Co-Chief Investment Officer at Australian fixed-income manager Coolabah Capital Investments, and...

Housing Bubble Week: Speculation and Unchartered Waters -- Chris Joye
May 16, 2019

Chris Joye manages $3 billion as the Co-Chief Investment Officer at Australian fixed-income manager Coolabah Capital Investments, and is a contributing editor with The Australian Financial Review. He also has a long familiarity with the Australian housi