r/AnCap_Investing • u/TheStatelessMan • 1d ago

Two Thorny Truths about ESG

youtube.com

3 Upvotes

There is no agreement on how to grade firms, and there never will be.
Ideologically constrained portfolios do not beat unconstrained portfolios.

More: https://econamericas.substack.com/p/esg-snake-oil

0 comments

r/AnCap_Investing • u/properal • 10d ago

Bonds Could Crash the Economy

youtu.be

2 Upvotes

0 comments

r/AnCap_Investing • u/properal • 10d ago

David Friedberg: Rising Rates Could Trigger a Banking Shock Right Before the Midterms

youtube.com

1 Upvotes

0 comments

r/AnCap_Investing • u/properal • 19d ago

"The Most Bullish Market Structure In History For Bitcoin" | Carlasare, Ross, HODL

youtube.com

2 Upvotes

0 comments

r/AnCap_Investing • u/properal • 20d ago

Ray Dalio on the US Debt Crisis, Interest Rates, AI, Risk in Europe, US vs. China

youtu.be

1 Upvotes

0 comments

r/AnCap_Investing • u/properal • 24d ago

Lyn Alden: Nothing Stops This Train. Not Even AI.

youtu.be

2 Upvotes

0 comments

r/AnCap_Investing • u/properal • 26d ago

MARC FABER | A historic deflationary swoosh down is my base case!

youtu.be

2 Upvotes

0 comments

r/AnCap_Investing • u/TheStatelessMan • 27d ago

Capitalize on the New Economy | Brett Oland, Paz Gómez, Fergus Hodgson at C&M in Calgary, Alberta

youtube.com

2 Upvotes

Follow Brett Oland: https://x.com/brett_oland
Follow Paz Gómez: https://pazgomezm.substack.com/
Follow Fergus Hodgson: https://x.com/FergHodgson

0 comments

r/AnCap_Investing • u/properal • 27d ago

Gold $5K, Bitcoin $175K & Silver $168: Sam Price Maps Out When | Michelle Makori

youtu.be

2 Upvotes

0 comments

r/AnCap_Investing • u/properal • Sep 12 '26

S&P 500 to Gold Ratio

macrotrends.net

2 Upvotes

1 comment

r/AnCap_Investing • u/properal • Sep 12 '26

Q-Ratio and Market Valuation: August 2026

advisorperspectives.com

1 Upvotes

0 comments

r/AnCap_Investing • u/properal • Sep 11 '26

Why Bitcoin’s Next Bull Market Could Last for Years | Jeff Ross

youtu.be

1 Upvotes

0 comments

r/AnCap_Investing • u/properal • Sep 10 '26

Money-Supply Growth Accelerated in July to a 59-Month High

mises.org

3 Upvotes

0 comments

r/AnCap_Investing • u/properal • Sep 08 '26

He Called the Dot-Com and Housing Bubbles. Here’s What He’s Betting On Now | Bob Klein discuses How Currency Debasement Drives the Modern Business Cycle From Ancient Rome to AI

youtu.be

1 Upvotes

1 comment

r/AnCap_Investing • u/properal • Sep 06 '26

"We're Past The Point Of No Return" | Luke Gromen and Lyn Alden

youtu.be

3 Upvotes

0 comments

r/AnCap_Investing • u/properal • Sep 01 '26

The Dollar's Last Stand: Scott Bessent's $950 Billion Plan to Save the Bond Market

youtu.be

1 Upvotes

0 comments

r/AnCap_Investing • u/properal • Aug 25 '26

Porter Stansberry Says the U.S. Will Default by 2029... Here’s Where He’s Putting His Money

youtu.be

2 Upvotes

0 comments

r/AnCap_Investing • u/properal • Aug 24 '26

Introducing The Cantillon Portfolio

handre.substack.com

2 Upvotes

1 comment

r/AnCap_Investing • u/properal • Aug 22 '26

Raoul Pal: The Economic Singularity Is Coming by 2030 — Here's How to Position Now

youtu.be

2 Upvotes

0 comments

r/AnCap_Investing • u/properal • Jul 29 '26

China Just Attacked the Gold Market

youtu.be

2 Upvotes

0 comments

r/AnCap_Investing • u/properal • Jul 25 '26

Gold Won't Save You in the Crash. This Will.

youtu.be

3 Upvotes

0 comments

r/AnCap_Investing • u/properal • Jul 24 '26

[Position Yourself on the Arm not the Leg of the “K-Shaped” Economy] The Cantillon Effect and the “K-Shaped” Economy | Jeff Degner

youtu.be

1 Upvotes

0 comments

r/AnCap_Investing • u/TheStatelessMan • Jul 22 '26

Join Liberty-Minded Investors, Reformers in Calgary

capitalismandmorality.com

3 Upvotes

1 comment

r/AnCap_Investing • u/properal • Jul 22 '26

Private Credit Freezes as Investors Want Their Money Back | Ed Dowd

youtu.be

2 Upvotes

0 comments

r/AnCap_Investing • u/properal • Jul 19 '26

Jim Rogers: "I've Sold Nearly Everything" – Here's Why

youtu.be

1 Upvotes

0 comments

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