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In this episode, Lovis and Jason sit down with Luke Gromen to explore the current global landscape, economic shifts, and the impact of rapid technological change. They discuss how history rhymes, the role of AI in reshaping industries, and practical steps for individuals to navigate uncertain times. We explore the future of energy, technology, and economic competitiveness, with insights into China's massive R&D centers, the impact of cheap electricity, and the cultural differences shaping global innovation. We also delve into the importance of meritocracy, accountability, and the role of AI in transforming society. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

Lobo Tiggre shares his journey from a contrarian thinker to an independent speculator, emphasizing the importance of thinking differently, understanding market dynamics, and the true meaning of freedom. This episode explores how to develop a contrarian mindset, the role of speculation, and the value of independent thinking in achieving financial and personal freedom. In this episode, Lobo shares his insights on market timing, patience, risk management, and building a lasting business. He discusses the importance of discipline, trust, and long-term thinking in investing and life. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

In this episode, Professor Josef Gregory Mahoney shares deep insights into China's political system, its historical evolution, and how it differs from Western models. We explore the core principles of Chinese governance, the role of Marxism, and the strategic thinking behind China's development and international stance. In this episode, Professor Josef Gregory Mahoney shares deep insights into China's environmental policies, governance, and societal systems, contrasting them with Western models. We explore China's approach to climate change, accountability, social credit, and the strategic thinking behind its development initiatives. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

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 they’re holding up. The result was one of the most thought-provoking conversations we’ve had this year. We discuss: • Why Ferg believes the world is entering a more inflationary era • The growing disconnect between energy realities and political narratives • Europe’s ongoing energy challenges and why the story may not be over • Why China continues to surprise both investors and policymakers • How capital flows may be shifting away from the United States and toward emerging markets • The commodity supply constraints that few people seem to be paying attention to • Why patience remains one of the most underrated advantages in investing and in life One observation from Ferg stuck with me. He pointed out that many of the biggest opportunities begin by feeling uncomfortable. They often live in places where sentiment is terrible, headlines are negative, and most people have already moved on. The challenge is having the conviction and patience to stay with a thesis long enough for reality to catch up. Whether you agree with his conclusions or not, Ferg has a remarkable ability to zoom out, ignore the daily noise, and focus on the trends that may matter over the next decade rather than the next week. We enjoyed this conversation immensely and think you will too. — Lovis & Jason This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

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 seemed theoretical suddenly matter again. In this episode, we sat down with Adrian to discuss what may be a much bigger story than gold itself. While Adrian remains bullish on gold, his most interesting argument might be that gold is only the first phase of a much larger shift. He believes we may be entering a period where hard assets, commodities, and undervalued international markets outperform the areas that have dominated investor attention for the last decade. Some of the topics we explore: * Why gold may still be in the early stages of its bull market * Why copper, uranium, and energy could outperform gold over the coming years * The growing importance of resources, energy, and physical production * Whether we are moving toward a bipolar world dominated by the United States and China * Why Adrian sees compelling opportunities outside the United States * How families and investors can position themselves during periods of major change One of Adrian’s observations stood out to me: “We’re much closer to the beginning than the end.” Whether he’s right or wrong, it is hard to ignore that many of the assumptions that shaped the last twenty years are being challenged all at once. As always, our goal is not to provide investment advice. It is to learn from people who have spent decades thinking independently and navigating uncertainty. We hope you enjoy the conversation! Lovis & Jason PS.: Toward the end of the conversation, we lost Jason for a bit, so we don’t hear him asking his final question, but Adrian gives an answer that pretty much explains itself. See if you can spot it. :) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

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 podcast.thecoveredcallpod.com

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, visit podcast.thecoveredcallpod.com

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 other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

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 proactive in their approach, while also addressing common mistakes made by investors. The discussion also delves into the oil and gas market, the future of commodities, and the importance of dividends in investment strategies. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

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 networking and warm introductions in building relationships and expanding their guest list, emphasizing the value of personal connections in professional growth. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

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 freedom is rooted in individual rights and the pursuit of happiness. The discussion also touches on the future of liberty in the context of technological advancements and the potential for a post-scarcity society. Kinsella emphasizes the importance of empathy and cooperation in achieving a harmonious society, while also critiquing the inefficiencies and corruption associated with state power. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

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 market, emphasizing the discrepancies and potential risks involved. The discussion culminates in a forward-looking perspective on the future landscape of global finance, particularly regarding the role of digital currencies and the evolving economic strategies of nations. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

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, Maxime Bernier, Stephan Kinsella, and Amy Wax pushed the boundaries of honest debate. In this new episode, Jayant expands on those ideas — warning that the West is moving toward instability and civil conflict, not because of external enemies, but because of a thousand small compromises eroding trust, discipline, and cultural coherence. We discuss: * Why homogeneity — not diversity — underpins stable, high-trust societies. * How political correctness turned schools into propaganda machines. * Why China’s rise is cultural as much as economic. * What India’s decline reveals about leadership and social philosophy. * And why truth-seeking demands both financial freedom and moral courage. Jayant’s insights are controversial, sharp, and difficult to ignore. Whether you agree or not, this conversation forces you to confront uncomfortable realities about the world we’re living in — and the civilizations we may yet lose. Watch or listen now wherever you get your podcasts. Best, Lovis & JasonPS.: This episode was released with about 2 months of time delay. Since a certain important character is mentioned several times, we thought it prudent to let the heat of the discussion die down. This is self-censorship, make no mistake about it - and we are not proud to do it! But rather than editing it out, we thought this was a way to have our cake and eat it too. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

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 emphasizes the importance of resilience and adaptation in the face of these challenges, while also introducing a new cultural initiative aimed at reinvigorating classic literature. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com

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 the role of individuals in making a significant impact in global affairs. The discussion highlights the interconnectedness of economic growth, environmental sustainability, and cultural heritage preservation. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com