The Covered Call Podcast Podcast

Friends, Trader Ferg is back. When we first spoke with Ferg over a year ago, he laid out a series of ideas that sounded unconventional at the time: Energy shortages were being underestimated. China was far stronger than most investors believed. And some of the most interesting opportunities could be found in sectors everyone else hated. A year later, we wanted to revisit those ideas and see how th...

A few months ago, Lovis joined Adrian Day for dinner in San Juan, Puerto Rico. At the time, most investors were talking about AI, rate cuts, and the usual market narratives. (This was Feb 27th… and then Iran happened.) A lot has changed since then. Today, energy security is back on the front page. Supply chains feel less certain. Geopolitics is no longer background noise. And questions that once s...

Lovis and Jason share their recent experience with natural childbirth, insights on global geopolitics, and economic strategies amidst current world events. This episode explores alternative birth methods, geopolitical shifts, and the impact of strategic resource management. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit pod...

In this episode, Louis Vincent Gave discusses macroeconomic shifts, energy markets, geopolitical risks, and the impact of AI on the economy. He shares insights on China's role, energy diversification, and the evolving global power dynamics, providing a comprehensive macro perspective. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes...

Join Lovis and Jason in this engaging overtime episode as they explore global geopolitics, US policies affecting foreign entrepreneurs, cultural differences, and insights from classic books like Taipan and Influence. Discover how long-term thinking, cultural perspectives, and strategic policies shape our world and personal success. This is a public episode. If you would like to discuss this with o...

In this engaging conversation, Rick Rule shares his insights on the current economic landscape, touching on various themes such as the importance of understanding market dynamics, the role of optimism in investing, and the necessity of adapting investment strategies to changing geopolitical contexts. He emphasizes the significance of generating utility for others and the need for investors to be p...

In this episode of The Covered Call, we reconnect with Florian Strauf, a previous guest, to discuss our and his journeys towards financial independence and the various projects we are currently pursuing. The conversation touches on the importance of financial freedom as a pathway to personal freedom, and how their podcast has evolved over the past year. They share insights on the power of networki...

In this conversation, Lovis Kauf and Jason engage with Stephan Kinsella, a prominent libertarian theorist, to explore the principles of libertarianism and anarcho-capitalism. They discuss the implications of intellectual property laws, the nature of the state, and the concept of aggression in relation to property rights. Kinsella argues that the state inherently commits aggression and that true fr...

Eric Yeung (@KingKong9888) discusses the shifting dynamics between the East and West, particularly in the context of precious metals like gold and silver. He highlights the growing trend of de-dollarization among nations, the increasing importance of physical gold as collateral, and the implications of stablecoins in the global financial system. Eric also delves into the paper versus physical gold...

In this episode of The Covered Call , we sit down again with Jayant Bhandari — one of the most provocative and intellectually fearless thinkers we’ve had on the show. In our first conversation, Jayant challenged us to rethink freedom, truth, and the cultural foundations of civilization. Since then, we’ve joined him in Vancouver at his Capitalism & Morality conference — where voices like Rick Rule,...

In this conversation, Doomburg discusses the current geopolitical landscape, focusing on the war in Ukraine, the economic implications of sanctions, and China's strategic maneuvers in the global arena. The dialogue explores the potential collapse of the European Union, the role of energy in shaping international relations, and the cultural narratives that influence public perception. Doomburg emph...

In this conversation, Deborah Lehr shares her extensive experience in US-China relations, trade negotiations, and her insights on green finance and biodiversity. She discusses the evolution of the WTO, the geopolitical shifts affecting global power dynamics, and the importance of cultural heritage and environmental preservation. Deborah emphasizes the emerging opportunities in the Middle East and...

In this episode of The Covered Call , we sit down with Maxime Bernier — former Canadian cabinet minister, founder of the People’s Party of Canada, and one of the few politicians who’s actually walked away from power to defend principle. Maxime spent over a decade inside Canada’s political machine before saying enough was enough. In this conversation, he breaks down why the West is in decline — not...

We’re back with one of our favorite guests — Rick Rule — just as gold crosses $4,000 an ounce. Last time Rick joined The Covered Call , Bitcoin had hit $100,000. This time, he’s back to explain why the arithmetic of America no longer adds up - and why that’s great news for people with real skills. Rick argues that what’s coming isn’t an honest default, but a dishonest one - a slow erosion of purch...

What does energy have to do with freedom? More than you might think. We sat down with David Fishman , an American who is a longtime China resident, energy consultant, and writer of Crossing the River by Feeling the Stones . David has spent over a decade inside China’s transformation, advising multinationals on nuclear, renewables, and grid economics - while also telling the stories of ordinary peo...

In this conversation, Lovis and Jason engage with Rahim Taghizadegan, a true Austrian economist, to explore the concept of praxeology, the complexity of human action, and the relevance of Austrian economics in today's society. They discuss the importance of realism in economics, the role of community in learning, and the challenges posed by uncertainty in economic systems. The conversation also to...

We just got back from 12 days on the ground in China—what we’re calling the Middle Kingdom Expedition —and sat down while the jet lag was still fresh to capture our impressions. This wasn’t a sightseeing tour. It was a boots-on-the-ground, trains-and-taxis, cigars-and-coffee kind of trip—ten cities in twelve days—meeting people, building connections, and getting a firsthand feel for life and busin...

In this conversation, Peter Alexander shares his extensive experience and insights on the complex relationship between the United States and China. He discusses the misconceptions surrounding China, the impact of sanctions, and the need for a more nuanced understanding of China's strategic goals. The dialogue emphasizes the importance of cooperation over competition and explores potential paths fo...

Willem Middelkoop shares his extensive career journey, emphasizing the importance of curiosity, independence, and understanding financial systems. He discusses his various roles, from photojournalism to fund management, and highlights the significance of being adaptable and open to new opportunities. Willem delves into the complexities of the financial system, the current geopolitical landscape, a...

What if the biggest problems we face - climate change, AI, even war - have no nationality? We sat down with Jen Zhu Scott : investor, entrepreneur, mom, and the visionary behind PowerDynamics.ai . Named one of Forbes’ Top Women in Tech , Jen has advised HBO’s Silicon Valley , spoken on the TED stage, and now she’s building containerized compute and energy infrastructure to decentralize power—both...

In this episode, Jason and Lovis engage with Alex Ostergaard, exploring his unique background, influences, and insights into personal development and investment strategies. Alex shares his journey from a non-traditional education path to becoming a successful real estate investor in Switzerland, emphasizing the importance of applying theories in real life. The conversation delves into the signific...

In this engaging conversation, CJ Gustafson shares his unique approach to business and writing, emphasizing the importance of being approachable and authentic. He discusses his journey of discovering product-audience fit, the balance between cash and equity businesses, and the significance of building relationships within the community. The discussion also touches on the impact of AI on business e...

Join us as we sit down with Louis Vincent Gave, CEO of Gavekal , a leading financial research and fund management firm known for its East-West perspective. In this episode, recorded just weeks after Trump’s inauguration, Louis dives into the shifting global landscape - from a multipolar world and U.S. dominance to China’s industrial leapfrog over the West. With his unique vantage point from Hong K...

Swen Lorenz shares his unique journey as an investor, entrepreneur, and writer, emphasizing the importance of contrarian thinking, networking, and pursuing freedom. He discusses his early interest in investing, the value of non-traditional education, and the lessons learned from both successes and failures in his career. Swen also highlights the significance of building relationships and the oppor...

In this episode, Lovis and Jason sit down with Luke Gromen to explore the intersection of family, freedom, and finance, drawing on Luke's transformative journey from his formative Boy Scout experiences to his rise as a leading macroeconomic thinker and founder of FFTT, LLC. The conversation delves into the lessons Luke learned navigating the 2008 financial crisis, the pivotal decision to embrace c...