\ud83c\udf99\ufe0f\u00a0NEW PODCAST WITH CHRIS MACINTOSH<\/strong><\/h2>\nChris recently joined Christian White on the\u00a0Discourse with Christian<\/em>\u00a0show. This one was a doozy \u2014 big ideas, some unexpected tangents, and plenty of \u201chmm\u2026 that\u2019s actually a great point<\/em>\u201d moments if we dare say so ourselves.<\/p>\nHere\u2019s just a few of the topics Christian and Chris covered:<\/p>\n
\n- The collision of cycles that explains all the chaos we\u2019re witnessing<\/strong>\u00a0\u2014 from Fed noise to global conflicts \u2014 and why most investors are missing the bigger picture.<\/li>\n
- Why Brussels\u2019 pointy shoes believe war is Europe\u2019s best option<\/strong>\u00a0(as you can imagine, it has nothing to do with what\u2019s best for Europeans).<\/li>\n
- Asymmetrical warfare gets real:\u00a0how $200 drones are single-handedly disrupting billions in global trade flows<\/strong>\u00a0(and why this changes everything about modern conflict).<\/li>\n
- Times of disruption\u2026 times of opportunity:\u00a0the asset classes that historically thrive during chaos are now trading at their cheapest levels in decades<\/strong>\u00a0(or in some cases, the cheapest they\u2019ve ever been)<\/li>\n
- Why \u201cnet zero\u201d defies centuries of energy history<\/strong>. Despite what the greenies might want us to believe, the reality is that new energy sources have never replaced existing ones\u2026 they just get stacked on top (and what this means for investors\u2019 portfolios).<\/li>\n
- The Argentinian opportunity hiding in plain sight: despite all the recent positive developments in the \u201cland of silver,\u201d you still have an entire stock market worth just $3 billion (for comparison,\u00a0all the stocks in Argentina are about 0.07% of Nvidia\u2019s market cap<\/strong>)\u2026 and how it compares to the Magnificent 7 in terms of actual risk.<\/li>\n
- The four ways governments \u201csolve\u201d sovereign debt problems.<\/strong><\/li>\n
- Chris\u2019\u00a0contrarian take on Nvidia and Meta over the next 12 months\u2026 and what the crowd might be missing.<\/li>\n
- The gates are quietly closing<\/strong>: how Australia and the UK are implementing capital controls without calling them capital controls (and why this matters more than you think).<\/li>\n
- The perfect storm brewing in gold mining stocks<\/strong>\u2026 and why today\u2019s setup is different from what we\u2019ve seen before.<\/li>\n
- Chris\u2019\u00a0unfiltered thoughts on second passports.\u00a0<\/strong>When they make sense, when they don\u2019t, and what most people get wrong about the whole process.<\/li>\n
- Plot twist: why\u00a0the net-zero movement has been one of the greatest things ever<\/strong>\u00a0to happen to shipping investors (oh, the irony).<\/li>\n
- How Trump\u2019s tariffs are essentially a roadmap to Chapter 11\u2026<\/strong>\u00a0and what this tells us about trade wars in general.<\/li>\n
- The George Soros lesson that opened Chris\u2019s eyes to oil and gas and mining opportunities<\/strong>\u00a0(and why timing is everything in resource investing).<\/li>\n
- Numbers vs. narratives:<\/strong>\u00a0it might seem to work for a moment, but over the long-run, investing through compelling stories instead of cold, hard data is a recipe for portfolio disaster.<\/li>\n<\/ul>\n\n
![\"\"](\"https:\/\/capitalistexploits.at\/wp-content\/uploads\/2025\/08\/image.jpeg\")
<\/a><\/figure>\n<\/div>\nBut don\u2019t just take our word for it. Tune into the full conversation\u00a0on Youtube here<\/a>.<\/p>\n\ud83e\uddd1\u200d\ud83c\udf93\u00a0DISPATCHES FROM THE IVORY TOWER<\/strong><\/h2>\nThe following comment from a Harvard professor and former IMF economist is a perfect example of why the public\u2019s faith in so\u2011called \u201cexperts\u201d is in the gutters.<\/p>\n
\n![\"\"](\"https:\/\/capitalistexploits.at\/wp-content\/uploads\/2025\/08\/image-1.jpeg\")
<\/figure>\n<\/div>\nNow, let\u2019s translate that word salad into plain English\u2026<\/p>\n
Despite Bitcoin climbing from $100 to over $110,000 in the past decade, it wasn\u2019t\u00a0him<\/em>\u00a0who was wrong about it. Nope, it\u2019s the 100 million people who own Bitcoin that are just too blind to recognize the blatant \u201cscam.\u201d<\/p>\nThis, ladies and gents, is what passes for \u201canalysis\u201d in ivory tower circles: hedged excuses, obscure jargon, and a last\u2011minute pitch for a new book.<\/p>\n
Meanwhile, ordinary investors who actually put skin in the game (most of them without fancy PhDs or IMF r\u00e9sum\u00e9s) were the ones who captured one of the greatest wealth\u2011creating runs in financial history.<\/p>\n
Here\u2019s the bigger point for us at Capitalist Exploits: we don\u2019t have to buy into every hype cycle, nor do we need to apologize for sitting out certain trades. But we never shy away from calling things as they are.<\/p>\n
Bitcoin isn\u2019t perfect. It\u2019s volatile, it\u2019s messy, and it attracts plenty of dubious characters you probably wouldn\u2019t want at your dinner table.<\/p>\n
But at the same time, it\u2019s also one of the few assets that has held its own against the tidal wave of monetary and fiscal lunacy that\u2019s defined the past decade.<\/p>\n
That credibility gap \u2014 between how \u201cexperts\u201d talk about Bitcoin and how it has actually performed\u2014 is exactly why we stay curious and keep an open mind.<\/p>\n
We might no longer hold Bitcoin in our\u00a0Insider<\/em>\u00a0portfolio currently. But we\u2019ve long argued it makes sense to own some in cold storage (remember: not your keys, not your crypto).<\/p>\n\ud83e\udd66\u00a0WHEN THE PLANT-BASED SIZZLE FADES<\/strong><\/h2>\nWe flagged Beyond Meat a while back as a textbook example of not what to buy, but what NOT to buy.<\/p>\n
You probably remember all the hype around it\u2026<\/p>\n
Back in 2019, the stock IPO\u2019d at $80 and skyrocketed to $230 in just a few weeks. It had all the ingredients of a \u201chot stock\u201d story: big promises, cultural tailwinds, and breathless commentary about how they were \u201csaving the planet.\u201d<\/p>\n
(We never quite figured out how selling pea\u2011protein burgers to the blue-haired crowd was going to save the planet, but hey\u2026 it made for a great narrative.)<\/p>\n
\n![\"\"](\"https:\/\/capitalistexploits.at\/wp-content\/uploads\/2025\/08\/image-2.jpeg\")
<\/figure>\n<\/div>\nFast forward to today\u2026<\/p>\n
Beyond Meat just announced its filing for Chapter 11 bankruptcy\u2026<\/p>\n
\n![\"\"](\"https:\/\/capitalistexploits.at\/wp-content\/uploads\/2025\/08\/image-3.jpeg\")
<\/figure>\n<\/div>\nBut what\u2019s more curious is that the hype around the broader plant\u2011based \u201crevolution\u201d seems to be unraveling too. We note that Eleven Madison Park \u2014 the Michelin three\u2011star restaurant that made global headlines for going all\u2011in on vegan fine dining during COVID \u2014 is now tip-toeing back to serving meat.<\/p>\n
\n![\"\"](\"https:\/\/capitalistexploits.at\/wp-content\/uploads\/2025\/08\/image-4.jpeg\")
<\/figure>\n<\/div>\nThe bigger lesson? This had little to do with fake patties or saving the planet.<\/p>\n
The plant\u2011based craze was, in hindsight, another zero\u2011interest rate phenomenon. It thrived when money was free, markets rewarded \u201cstory stocks,\u201d and investors were hungry (pun intended) for the next moonshot idea (sprinkled with a generous dash of ESG shullbit).<\/p>\n
Now that the world has shifted, the fad is deflating. And like so many others from that era, it\u2019s ending. Not with a bang, but with a bankruptcy filing.<\/p>\n
\ud83e\udd37\u200d\u2642\ufe0f\u00a0EMERGING MARKETS: 30 YEARS LATER\u2026<\/strong><\/h2>\nMoving on from the \u201cwhat not to buy\u201d bucket\u2026 let\u2019s talk about what we have actually been buying in\u00a0Insider<\/em><\/a>.<\/p>\nTake a look at the chart below (h\/t @ekwufinance)\u2026<\/p>\n
Here\u2019s just a few of the topics Christian and Chris covered:<\/p>\n
- \n
- The collision of cycles that explains all the chaos we\u2019re witnessing<\/strong>\u00a0\u2014 from Fed noise to global conflicts \u2014 and why most investors are missing the bigger picture.<\/li>\n
- Why Brussels\u2019 pointy shoes believe war is Europe\u2019s best option<\/strong>\u00a0(as you can imagine, it has nothing to do with what\u2019s best for Europeans).<\/li>\n
- Asymmetrical warfare gets real:\u00a0how $200 drones are single-handedly disrupting billions in global trade flows<\/strong>\u00a0(and why this changes everything about modern conflict).<\/li>\n
- Times of disruption\u2026 times of opportunity:\u00a0the asset classes that historically thrive during chaos are now trading at their cheapest levels in decades<\/strong>\u00a0(or in some cases, the cheapest they\u2019ve ever been)<\/li>\n
- Why \u201cnet zero\u201d defies centuries of energy history<\/strong>. Despite what the greenies might want us to believe, the reality is that new energy sources have never replaced existing ones\u2026 they just get stacked on top (and what this means for investors\u2019 portfolios).<\/li>\n
- The Argentinian opportunity hiding in plain sight: despite all the recent positive developments in the \u201cland of silver,\u201d you still have an entire stock market worth just $3 billion (for comparison,\u00a0all the stocks in Argentina are about 0.07% of Nvidia\u2019s market cap<\/strong>)\u2026 and how it compares to the Magnificent 7 in terms of actual risk.<\/li>\n
- The four ways governments \u201csolve\u201d sovereign debt problems.<\/strong><\/li>\n
- Chris\u2019\u00a0contrarian take on Nvidia and Meta over the next 12 months\u2026 and what the crowd might be missing.<\/li>\n
- The gates are quietly closing<\/strong>: how Australia and the UK are implementing capital controls without calling them capital controls (and why this matters more than you think).<\/li>\n
- The perfect storm brewing in gold mining stocks<\/strong>\u2026 and why today\u2019s setup is different from what we\u2019ve seen before.<\/li>\n
- Chris\u2019\u00a0unfiltered thoughts on second passports.\u00a0<\/strong>When they make sense, when they don\u2019t, and what most people get wrong about the whole process.<\/li>\n
- Plot twist: why\u00a0the net-zero movement has been one of the greatest things ever<\/strong>\u00a0to happen to shipping investors (oh, the irony).<\/li>\n
- How Trump\u2019s tariffs are essentially a roadmap to Chapter 11\u2026<\/strong>\u00a0and what this tells us about trade wars in general.<\/li>\n
- The George Soros lesson that opened Chris\u2019s eyes to oil and gas and mining opportunities<\/strong>\u00a0(and why timing is everything in resource investing).<\/li>\n
- Numbers vs. narratives:<\/strong>\u00a0it might seem to work for a moment, but over the long-run, investing through compelling stories instead of cold, hard data is a recipe for portfolio disaster.<\/li>\n<\/ul>\n
\n<\/a><\/figure>\n<\/div>\nBut don\u2019t just take our word for it. Tune into the full conversation\u00a0on Youtube here<\/a>.<\/p>\n
\ud83e\uddd1\u200d\ud83c\udf93\u00a0DISPATCHES FROM THE IVORY TOWER<\/strong><\/h2>\n
The following comment from a Harvard professor and former IMF economist is a perfect example of why the public\u2019s faith in so\u2011called \u201cexperts\u201d is in the gutters.<\/p>\n
\n<\/figure>\n<\/div>\nNow, let\u2019s translate that word salad into plain English\u2026<\/p>\n
Despite Bitcoin climbing from $100 to over $110,000 in the past decade, it wasn\u2019t\u00a0him<\/em>\u00a0who was wrong about it. Nope, it\u2019s the 100 million people who own Bitcoin that are just too blind to recognize the blatant \u201cscam.\u201d<\/p>\n
This, ladies and gents, is what passes for \u201canalysis\u201d in ivory tower circles: hedged excuses, obscure jargon, and a last\u2011minute pitch for a new book.<\/p>\n
Meanwhile, ordinary investors who actually put skin in the game (most of them without fancy PhDs or IMF r\u00e9sum\u00e9s) were the ones who captured one of the greatest wealth\u2011creating runs in financial history.<\/p>\n
Here\u2019s the bigger point for us at Capitalist Exploits: we don\u2019t have to buy into every hype cycle, nor do we need to apologize for sitting out certain trades. But we never shy away from calling things as they are.<\/p>\n
Bitcoin isn\u2019t perfect. It\u2019s volatile, it\u2019s messy, and it attracts plenty of dubious characters you probably wouldn\u2019t want at your dinner table.<\/p>\n
But at the same time, it\u2019s also one of the few assets that has held its own against the tidal wave of monetary and fiscal lunacy that\u2019s defined the past decade.<\/p>\n
That credibility gap \u2014 between how \u201cexperts\u201d talk about Bitcoin and how it has actually performed\u2014 is exactly why we stay curious and keep an open mind.<\/p>\n
We might no longer hold Bitcoin in our\u00a0Insider<\/em>\u00a0portfolio currently. But we\u2019ve long argued it makes sense to own some in cold storage (remember: not your keys, not your crypto).<\/p>\n
\ud83e\udd66\u00a0WHEN THE PLANT-BASED SIZZLE FADES<\/strong><\/h2>\n
We flagged Beyond Meat a while back as a textbook example of not what to buy, but what NOT to buy.<\/p>\n
You probably remember all the hype around it\u2026<\/p>\n
Back in 2019, the stock IPO\u2019d at $80 and skyrocketed to $230 in just a few weeks. It had all the ingredients of a \u201chot stock\u201d story: big promises, cultural tailwinds, and breathless commentary about how they were \u201csaving the planet.\u201d<\/p>\n
(We never quite figured out how selling pea\u2011protein burgers to the blue-haired crowd was going to save the planet, but hey\u2026 it made for a great narrative.)<\/p>\n
\n<\/figure>\n<\/div>\nFast forward to today\u2026<\/p>\n
Beyond Meat just announced its filing for Chapter 11 bankruptcy\u2026<\/p>\n
\n<\/figure>\n<\/div>\nBut what\u2019s more curious is that the hype around the broader plant\u2011based \u201crevolution\u201d seems to be unraveling too. We note that Eleven Madison Park \u2014 the Michelin three\u2011star restaurant that made global headlines for going all\u2011in on vegan fine dining during COVID \u2014 is now tip-toeing back to serving meat.<\/p>\n
\n<\/figure>\n<\/div>\nThe bigger lesson? This had little to do with fake patties or saving the planet.<\/p>\n
The plant\u2011based craze was, in hindsight, another zero\u2011interest rate phenomenon. It thrived when money was free, markets rewarded \u201cstory stocks,\u201d and investors were hungry (pun intended) for the next moonshot idea (sprinkled with a generous dash of ESG shullbit).<\/p>\n
Now that the world has shifted, the fad is deflating. And like so many others from that era, it\u2019s ending. Not with a bang, but with a bankruptcy filing.<\/p>\n
\ud83e\udd37\u200d\u2642\ufe0f\u00a0EMERGING MARKETS: 30 YEARS LATER\u2026<\/strong><\/h2>\n
Moving on from the \u201cwhat not to buy\u201d bucket\u2026 let\u2019s talk about what we have actually been buying in\u00a0Insider<\/em><\/a>.<\/p>\n
Take a look at the chart below (h\/t @ekwufinance)\u2026<\/p>\n
- Why Brussels\u2019 pointy shoes believe war is Europe\u2019s best option<\/strong>\u00a0(as you can imagine, it has nothing to do with what\u2019s best for Europeans).<\/li>\n
![\"\"](\"https:\/\/capitalistexploits.at\/wp-content\/uploads\/2025\/08\/image-5.jpeg\")
<\/figure>\n<\/div>\n![\"This](\"https:\/\/capitalistexploits.at\/wp-content\/uploads\/2020\/10\/shullbit-shirt-761x1024.jpg\")
<\/figure>\n<\/div>\n