Taking the Axe to an ESG Dividend Darling

Soren Aandahl of Blue Orca Capital makes the case that Enviva (EVA), the world’s largest maker of wood pellets, inflates EBITDA, will be forced to...

A Brewing Subprime Crisis

Roddy Boyd of The Foundation For Financial Journalism makes the case that PennyMac Financial Services, Inc. (PFSI) is at the center of a brewing...

Market Structure – Part 1

In this Short Story, Freddy Brick interviews Joe Saluzzi, Partner and Co-Founder of Themis Trading, LLC. In the opening discussion of this two-part...

Market Structure – Part II

In Part II of this Short Story, Freddy Brick and Joe Saluzzi continue their conversation on market structure. As the two dive deeper, Joe reveals a...

Boring Tunnels for SPAC Jesus

Robin is back, and the crew reveals their stand-in for his frequent absences.

Seeing Dead People with Hugh Hendry

Batman & Robin take a back seat to another rock star by the name of the Acid Capitalist. In this week’s podcast, the crew is joined by Hugh Hendry...

Batman, Robin & Fraud Tank

Robin has returned from Vietnam and it’s clear that Bruce Wayne and Krista are thrilled to have him back.

Structuring Your Bearish Bets

Brent Donnelly, President of Spectra Markets, provides a thoughtful overview of how investors should approach their short ideas. Whether it’s...

Chinese Scams & Little Dick Energy

After a month in sunny California, Carson is back in the studio while Freddy has jumped across the Atlantic. In a pleasant turn of events, Freddy is...

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