An interview series · season I

Money talks.
We keep the receipts.

The sharpest capital allocators name one high conviction call, long or short, public or private, on the record. We log every one, mark it to market, and publish the running index. Read it from the first interview. The podcast comes later.

Free, every interview. No spam. Just the interviews, the calls, and the scoreboard.

COPPER / GOLD / BITCOIN / URANIUM / SILVER / OIL / NATURAL GAS / LITHIUM / RARE EARTHS / EMERGING MARKETS / INDIA / JAPAN / PRIVATE CREDIT / VENTURE / SECONDARIES / DEFENSE / SEMICONDUCTORS / AI INFRA / DATA CENTERS / NUCLEAR / SHIPPING / AGRICULTURE / BIOTECH / MED TECH / FINTECH / CYBER / HIGH YIELD / DISTRESSED DEBT / SMALL CAPS / VOLATILITY / CONVICTION ONLY / COPPER / GOLD / BITCOIN / URANIUM / SILVER / OIL / NATURAL GAS / LITHIUM / RARE EARTHS / EMERGING MARKETS / INDIA / JAPAN / PRIVATE CREDIT / VENTURE / SECONDARIES / DEFENSE / SEMICONDUCTORS / AI INFRA / DATA CENTERS / NUCLEAR / SHIPPING / AGRICULTURE / BIOTECH / MED TECH / FINTECH / CYBER / HIGH YIELD / DISTRESSED DEBT / SMALL CAPS / VOLATILITY / CONVICTION ONLY /
01
They make the call
Each guest shares how they think, how they started, and the single position they hold with the most conviction over the next year.
02
We keep score
Every call is logged with a price and a time frame, marked to market, and published on a public index. No quiet edits, ever.
03
You decide
Read it free. The deeper due diligence lives in the members' letter. Invest alongside the calls, or just watch the scoreboard.

The first season

🔒 Scoreboard unlocks after 10 interviews
01A global value managerLong
02An early stage VCProxy
03A macro hedge fundLong
04A family office CIOProxy
05A long/short equity PMShort
06A digital assets fundLong

Guests are being booked now. The calls go on the record from day one. The returns stay sealed until the book is built after ten interviews. No survivorship, no cherry picking.

Be a
guest

Are you a capital allocator with a high conviction call you'll put your name to? We're booking season one now. VC, PE, macro, credit, family office, angel and crypto all welcome. Tell us a little about you and we'll be in touch.