The Worst (Or Possibly Best) Investment Podcast EVER | Le Shrub

Hidden Forces

Demetri Kofinas

Government, Business

4.8 • 1.6K Ratings

🗓️ 7 August 2023

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

In Episode 322 of Hidden Forces, Demetri Kofinas speaks with someone he has gotten to know mainly by following his anonymous account on Twitter where he goes by the name Shrubbery Capital or Le Shrub, for short.

Le Shrub consistently provides some of the most entertaining and clever market commentary you will find anywhere and Demetri could not resist the opportunity to have him on the podcast, especially given the fact that this conversation was conducted in person.

The two spend most of the first hour discussing Le Shrub’s background, his investment philosophy, and his process for coming up with new trade ideas, as well as his experience shorting the housing market in 2008 as part of a famous team known for doing “The Big Short.” What he learned from that experience and how it applies to today’s markets is also part of that conversation.

The rest of the episode including the second hour is a deep dive into many of the topics that are top of mind right now for investors and policymakers alike. Demetri and his guest discuss the divergence between bonds and equities, the bull and bear cases for commodities, the fate of emerging markets, the bull and bear cases for different European economies, China, gold, the US Dollar, and of course, no conversation is complete today without a discussion about the investment implications of A.I., and yes, Aliens.

You can subscribe to our premium content and gain access to our premium feed, episode transcripts, and Intelligence Reports (or Key Takeaways) at HiddenForces.io/subscribe.

If you want to join in on the conversation and become a member of the Hidden Forces genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email [email protected], and Demetri or someone else from our team will get right back to you.

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Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

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Episode Recorded on 07/27/2023

Transcript

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0:00.0	What's up, everybody? My name is Dmitrik Afinas, and you're listening to Hidden Forces,
0:06.0	a podcast that inspires investors, entrepreneurs, and everyday citizens to challenge consensus
0:12.7	narratives, and to learn how to think critically about the systems of power shaping our world.
0:18.8	My guest in this episode of Hidden Forces is someone I've gotten to know mainly by following
0:23.8	his anonymous account on Twitter, where he goes by the name Shrubbery Capital, or Leshrub,
0:29.3	for short. He consistently provides some of the most entertaining and clever market commentary
0:34.7	you will find anywhere, so I couldn't resist the opportunity to have him on the podcast,
0:39.7	especially given the fact that we were both located in the same city and were able to have this
0:44.2	conversation in person. Leshrub and I spend most of the first hour discussing his background,
0:50.8	his investment philosophy, and his process for coming up with new trade ideas, as well
0:55.3	as his experience shorting the housing market in 2008 as part of a famous team known for
1:01.1	doing the big short. What he learned from that experience and how it applies to today's
1:05.3	markets are also part of that conversation. The rest of the episode, including the second
1:11.0	hour, is a deep dive into many of the topics that are top of mind right now for investors
1:16.4	and policymakers alike. We discuss the divergence between bonds and equities, the bull and
1:21.6	bear cases for commodities, the fate of emerging markets, the bull and bear cases for different
1:26.4	European economies, China, gold, the US dollar, and of course, no conversation is complete
1:33.3	today without a discussion about the investment implications of AI and yes, aliens. This is
1:39.7	a phenomenal conversation with a brilliant investor. If you want access to all of it and
1:45.2	you're not already subscribed to Hidden Forces, you can join our premium feed and listen
1:49.9	to the second hour of today's episode by going to hiddenforces.io slash subscribe.
1:56.2	All of our content tiers give you access to our premium feed, which you can listen to
	...

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