Hosted by Kevin Kneafsey PhD · 🇺🇸 US · EN · 8 episodes
Established thought leaders with verified media credentials.
On the Bull and the Bare Truth we seek to cut through the bull to get to the bare truth.I try to share thoughts that I think are largely missed by the market. My hope is that these thoughts inspire new thoughts from you. kevinkneafsey.substack.com
Kevin Kneafsey PhD hosts The Bull and the Bare Truth, a business show with 8 episodes published.
In this podcast we explore what liquidity in financial markets means and importantly how and why the premium paid to holders of illiquid assets is misunderstood. This is a public episode. If you would like to discuss thi
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In this episode we build on the paper NPV and a Simple Model of the Economy by eliminating the math and using a simple analogy to draw out in the intuition about how the economy works. This is a public episode. If you wo
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There are three important points missing from the discussion about private credit concerns. 1) What structurally should make us worry about private credit? 2) How does private equity's use of private credit make the prob
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Once you decide to invest, the next most important decision is how to allocate your assets between stock, bonds, real estate, commodities, ... Here are 6 golden rules for doing exactly that. This is a public episode. If
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This is based on two of my substack pieces - "What if we Pretend that Passive Investing is Investing" and "Afraid of the Mag7: An S&P 500 Substitute" This is a public episode. If you would like to discuss this with other
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This goes along with the paper How to Unstick the Stuck Housing Market, the Addendum and the error correction This is a public episode. If you would like to discuss this with other subscribers or get access to bonus epis
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com
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This is a rough maiden voyage of a podcast version of the first substack post. The goal of the podcast is to break things down a bit more to make this more accessible to a broader audience. Your feedback help to make thi
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The Bull and the Bare Truth is hosted by Kevin Kneafsey PhD. The show is categorised under business (investing) and has published 8 episodes.
The Bull and the Bare Truth has published 8 episodes.
The Bull and the Bare Truth regularly covers business, investing, news. It sits in the business category, with a investing focus.
The Bull and the Bare Truth is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Bull and the Bare Truth hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Bull and the Bare Truth average 42 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Bull and the Bare Truth's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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