<![CDATA[The Bull and the Bare Truth]]>
kevinkneafsey.substack.com]]>https://kevinkneafsey.substack.com/podcastSubstackSat, 30 May 2026 04:29:03 GMThttps://api.substack.com/feed/podcast/6244870.rssKevin Kneafsey PhDI try to share thoughts that I think are largely missed by the market. My hope is that these thoughts inspire new thoughts from you. Hopefully your new thoughts inspire new thoughts in me or someone else.episodicKevin Kneafsey PhDkevinkneafsey@substack.comNo<![CDATA[Podcast Episode 8: Liquidity]]>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 this with other subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com]]>https://kevinkneafsey.substack.com/p/podcast-episode-8-liquiditysubstack:post:198907107Fri, 22 May 2026 23:30:38 GMTKevin KneafseyNo1844<![CDATA[Podcast Episode 7: NPV as a Simple Model of the Economy]]>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 would like to discuss this with other subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com]]>https://kevinkneafsey.substack.com/p/podcast-episode-7-npv-as-a-simplesubstack:post:196928092Fri, 08 May 2026 17:55:15 GMTKevin KneafseyNo2489<![CDATA[Podcast episode 6: Private Credit, Private Equity and Simple Math]]>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 problem worse?

3) How has taking money from individual investors exacerbated the troubles for private credit?



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]]>https://kevinkneafsey.substack.com/p/podcast-episode-6-private-creditsubstack:post:193403650Mon, 06 Apr 2026 21:55:55 GMTKevin KneafseyNo2178<![CDATA[Podcast episode 5 - The Six Golden Rules for Allocating Your Assets]]>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 you would like to discuss this with other subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com]]>https://kevinkneafsey.substack.com/p/the-six-golden-rules-for-allocatingsubstack:post:191928537Wed, 25 Mar 2026 00:03:00 GMTKevin KneafseyNo2760<![CDATA[Podcast Episode 4: The S&P 500 is not what you think it is]]>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 subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com]]>https://kevinkneafsey.substack.com/p/podcast-episode-4-the-s-and-p-500substack:post:188945587Mon, 23 Feb 2026 22:00:00 GMTKevin KneafseyNo2487<![CDATA[Podcast Episode 3: How to Unstick the Stuck Housing Market]]>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 episodes, visit kevinkneafsey.substack.com]]>https://kevinkneafsey.substack.com/p/podcast-episode-3-how-to-unsticksubstack:post:185355012Wed, 21 Jan 2026 22:46:51 GMTKevin KneafseyNo3107<![CDATA[Podcast Episode 2: Thoughts on Gold]]>



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]]>https://kevinkneafsey.substack.com/p/thoughts-on-gold-034substack:post:181174266Tue, 09 Dec 2025 23:49:52 GMTKevin KneafseyNo24142full<![CDATA[Podcast Episode 1: Is that Pig Wearing Lipstick?]]>

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 this much better. Suggesting that I get a voice transplant is fair game.



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]]>https://kevinkneafsey.substack.com/p/is-that-pig-wearing-lipstick-10csubstack:post:177423790Wed, 29 Oct 2025 00:01:57 GMTKevin Kneafsey and Steve ScanlonNo2881