Podcast With Joshua Wilson of The Deal Scout

Circle the wagons.

I had a good talk with Joshua Wilson of the Deal Scout. He’s looking at things from more of a Family Office view. We talked about the macro environment these days, and what that can mean to private wealth. I suggested that a good “speculation” these days might be on the short side. People like John Templeton, Harris Kupperman and Michael Burry made a mint on the short side in 2000-2002.

Click here to listen to a Podcast with Joshua Wilson.