Best Inside Arbitrage Podcasts (2025)

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Crypto at a Crossroads: Institutional Viability and Remaining Risks with Jacob Stephan, Senior Research Analyst at Lake Street Capital Markets 57:22

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7h ago57:22

57:22

My guest on the show today is Jacob Stephan, Senior Research Analyst at Lake Street Capital Markets. He recently authored a “Crypto Industry” white paper, and I invited him on to break it down. In this episode, Jacob lays out why digital assets have crossed into institutional viability—a “normalization phase” driven by clearer regulation, enterpris…

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311 · Christian Carreon - Patience Inside the Box: The Calm Before the Break 1:18:54

8h ago1:18:54

1:18:54

Christian Carreon returns to Chat With Traders nearly three years after his first appearance, where he shared his remarkable journey through stage-five kidney failure and the discipline it forged in him as a trader. Today, he brings an even deeper perspective—on markets, on patience, and on the Box Strategy that has become his signature. Christian …

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A Potential Bidding War for Avadel Pharmaceuticals – The Special Situations Report Episode #45 33:48

2d ago33:48

33:48

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two continue with the new format by focusing on four key stories, including a new hi…

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2358 FBF: Dr. Ben Carson – What We Can All Do to Save America's Future with 2016 US Presidential Candidate 37:53

5d ago37:53

37:53

This Flashback Friday is from episode 464 published last January 14, 2015. Today on the Creating Wealth show, Jason returns from the Meet the Masters event and tells his listeners that he still believes that investing within the United States is your best option as oppose to internationally. He also introduces his guest Dr. Ben Carson on the show w…

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What's at Stake with Venezuela's Oil Industry as US Military Activities Escalate 1:05:41

6d ago1:05:41

1:05:41

The Trump Administration has gotten increasingly aggressive in its relations with Nicholas Maduro's government in Venezuela, accumulating a historic volume of US military capability in the Caribbean and cancelling a raft of oil sector operating licenses. Whether or not this leads to outright regime change, it seems like we are on the precipice of s…

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2357: The Coming 50-Year Mortgage Housing Boom and Gold's Untapped Potential: Putting the $24 Trillion Asset to Work with Jeff Deist 50:30

7d ago50:30

50:30

Jason discussed the introduction of 50-year mortgages in the United States and their potential impact on real estate affordability and demand, while highlighting favorable market conditions including sliding interest rates and the end of quantitative tightening. He explained how extended mortgage terms can be financially beneficial through inflatio…

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VanEck’s Rodilosso & Sokol on Mitigating CLO Risk 44:36

8d ago44:36

44:36

A potential shift in US monetary policy toward fiscal dominance — where government financing influences rates more than inflation control — could change the risk-return trade-off for CLO investors. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Reto Bachm…

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Chris Miller – Inside the Mechanics of Volatility Trading 18:38

8d ago18:38

18:38

Send us a text In this two-part special of Resonanz Spotlight, Vincent sits down with Chris Miller and Nick Baltas from Goldman Sachs’ Systematic Trading Strategies team to explore how option-based investing has evolved — and where it’s heading next. In Part 1, Chris Miller, Head of Equity Volatility and Derivatives Products, walks us through the t…

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Revisiting the Failed CoreWeave and Core Scientific Deal – The Special Situations Report Episode #44 31:49

9d ago31:49

31:49

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two continue with the new format by focusing on four key stories, including a potent…

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The Future of Canada's Oil Sands: Production, Pipelines and Policy 1:14:24

12d ago1:14:24

1:14:24

The Western Canadian oil industry pumps more crude than most OPEC members but its production is located far from consuming markets and depends on a dizzying array of pipelines to connect that supply to end demand. At the same time, Canada's oil producers have had to navigate a quagmire of ever-shifting politics, policy, and regulations—especially c…

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2356 FBF: How Investors Profit When Homeownership Drops & Washington Post Op-Ed Analysis 33:47

12d ago33:47

33:47

This Flashback Friday is from episode 474 published last February 9, 2015. Today on the Creating Wealth show, Jason talks about some of the latest things he is up to as well as talks about an interesting opinion article published by the Washington Post. He does not have a guest for today's show, so he does a deep dive into the real estate market an…

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Financial Archaeology: Deep Research and Uncommon Insights with Gwen Hofmeyr, Founder and Senior Analyst at Maiden Financial 42:15

13d ago42:15

42:15

My guest on the show today is Gwen Hofmeyr, Founder and Senior Analyst at Maiden Financial. In this episode, Gwen walks us through her unique research methodology — which she refers to as “financial archaeology.” This is a process built around extremely deep, original investigative work designed to uncover uncommon information — insights that simpl…

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2355: The Pass-Through Asset Truth: Why Massive Rent Increases Are Coming SOON and Long-Term Care Insurance with Aaron Miller 36:04

14d ago36:04

36:04

Jason champions a view of real estate as a "packaged commodities" investment, emphasizing the financial advantage of the 30-year fixed-rate mortgage. They also stress the importance of adjusting financial figures for inflation, noting that reports of skyrocketing luxury home sales are misleading when not accounting for the dollar's diminished purch…

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A Bidding War Between Pfizer and Novo Nordisk For GLP-1s – The Special Situations Report Episode 43 38:06

16d ago38:06

38:06

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two continue with the new format by focusing on four key stories, including a potent…

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2354 FBF: John Michael Greer – Externalities Examined & Explained with Author of 'The Wealth of Nature' 51:50

19d ago51:50

51:50

This Flashback Friday is from episode 488, published last March 12, 2015. In Jason Hartman's introduction portion of the show, he answers a listener question about the due on sale clause and transferring your property into a single member LLC. Jason also welcomes guest John Michael Greer to the show. He is the author of several books with the most …

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310 · Dr. Efrat Levy - Fingerprinting the Big Players: Inside the Hidden Order Flow 1:36:12

20d ago1:36:12

1:36:12

Dr. Efrat t Levy is a cybersecurity expert with a PhD in Computer Science and AI from Ben-Gurion University—one of Israel’s top tech institutions. After years studying how to detect hackers through side-channel signals, she applied the same logic to trading. In this conversation, Dr. Levy explains how she uses machine learning to map non-repainting…

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AI Meets Bitcoin in Singapore — and Why the U.S. Is Back in the Game with Jesse Darnell 16:03

20d ago16:03

16:03

The U.S. crypto scene is finally waking up. After years of regulatory uncertainty and innovation flight, the winds are shifting. Charlie Shrem sits down with Jesse Darnell, former Marine and founder of ADVXNCE Protocol, fresh off Token2049 in Singapore, to talk about why global builders are suddenly turning their eyes back to America. They dive int…

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2353: Booms, Doom, and the Real Picture: 2026 Prediction: Looking at the Data, Don't Expect Affordable Housing or a Booming Economy 40:22

21d ago40:22

40:22

Jason focuses on the housing market and broader economic trends. He shares parts of a video by a financial YouTuber named Brian Kim, who presents data on home prices and mortgage interest rates, arguing that the market is resilient despite localized drops and that prices will likely continue to rise due to Federal Reserve rate cuts and quantitative…

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The Case for MicroCaps and Why We're in the Early Innings of a New Cycle that Favors Smaller Companies with Doug Porter, Portfolio Manager and Senior Research Analyst at Acuitas Investments 37:00

21d ago37:00

37:00

My guest on the show today is Doug Porter, Portfolio Manager and Senior Research Analysts at Acuitas Investments. Doug and his team recently published a new white paper titled, "The Case for MicroCap." For most of you listening in, you're already a diehard MicroCap-per, and we've all succumbed to the altar to the merits of hunting in inefficient ma…

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TCW’s Horton on Transforming Legacy Industries 40:23

22d ago40:23

40:23

AI’s next competitive edge is increasingly tied to vertical integration, connecting digital capacity with physical infrastructure. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, and co-host Breanne Dougherty, BI’s head of thematic strategy, speak with Eli Horton…

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A Masterclass In Investing Frameworks with Gautam Baid - The Special Situations Report Episode #42 1:01:42

23d ago1:01:42

1:01:42

We’re proud to release this week’s special episode, an interview with our wonderful guest, Gautam Baid. Gautam is a CFA charterholder and the author of the international best-seller, The Joys of Compounding, a book that was shortlisted in the Berkshire Hathaway selection of 2025. Gautam is also the Managing Partner of Stellar Wealth Partners India …

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SuperSpiked: Arjun Murti on Why "Super Volatility" Replaced the Super Cycle 1:05:35

26d ago1:05:35

1:05:35

Rory Johnston welcomes Arjun Murti, a partner at Veriten and former Goldman Sachs equity research analyst with 33 years of experience covering the full energy value chain. Murti discusses his Substack, SuperSpiked, explaining that the branding harkens back to the 2004 call for a super cycle, though the current framework emphasizes multi-year "super…

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2352 FBF: Sara Silverstein – How To Lie With Statistics and Ridiculous Correlations, Business Insider 41:01

26d ago41:01

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This Flashback Friday is from episode 475, published last February 11, 2015. In today's Creating Wealth show, Jason first talks about statistics and how so many people use it to manipulate others. He also talks about how there are still a few Meet the Masters home study courses left, so do not forget to order them now while supplies last! Sara Silv…

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2351: Doomers vs. Bears and Why the Empowered Investor Should Always Maintain Control 34:34

28d ago34:34

34:34

Today, Jason offers investment guidance, beginning with a discussion on the United States housing market, noting the significant pent-up demand from would-be buyers due to high interest rates and low sales volume. He then promotes income property as the most historically proven asset class, emphasizing the benefit of inflation-induced debt destruct…

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309 · Diego Ivan Cortes Lopez - Winning Through Losing: When 30% Is Enough 1:03:10

29d ago1:03:10

1:03:10

How a trader from Dallas built consistency—and a simple lifestyle of freedom in Southeast Asia—with a 30% win rate. Diego Ivan Cortes Lopez grew up chasing perfection on the tennis court, where winning came naturally, but it was trading that taught him how to win by losing. After years of trial, error, and a six-figure setback, studying the methods…

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The Ongoing Battle at Sable Offshore – The Special Situations Report Episode 41 29:51

29d ago29:51

29:51

We apologize for the delay in this week's episode, caused by AWS issues that impacted our podcast recording and processing platform. Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, s…

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2350 FBF: John Gray - NY Times Bestselling Author of 'Men Are From Mars, Women Are From Venus' 58:04

1M ago58:04

58:04

This Flashback Friday is from episode 270 published last July 24, 2012. Relationship expert and best-selling author, Dr. John Gray, joins Jason Hartman to talk about research studies and Dr. Gray's new work, "Boys to Men." Dr. Gray talks about how his observations have been backed up by and further explained by brain studies, showing obvious differ…

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Trading Games 1:05:58

1M ago1:05:58

1:05:58

Kris Abdelmessih writes the Moontower newsletter which is required reading for any edge seeking generalist who wants to learn about the world of volatility. Kris got his start as a trader over 20 years ago with Susquehanna. He talks about getting the job, SIG’s training program, and the “degenerate atmosphere.” Kris also talks about his career wher…

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2349: Massive Housing Demand Opportunity: How Declining Household Sizes and Marriage Rates Drive Real Estate Profits 31:49

1M ago31:49

31:49

Jason discusses various economic and cultural trends impacting real estate investment. The core argument revolves around the decline in household size due to factors like lower marriage and fertility rates, the rise of feminism, and government policies like welfare programs, which consequently increases demand for housing units. Jason connects thes…

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Why Bitcoin’s Biggest Threat- and Opportunity Might- Come from Quantum Physics 19:50

1M ago19:50

19:50

“Quantum computing is taking the laws of nature — light, heat, entanglement — and turning them into a new kind of computer. When that happens, the way we think about Bitcoin’s security will have to change forever.” — Charlie Shrem This week on The Charlie Shrem Show, we go deep into the strangest frontier yet: the intersection of Bitcoin, cryptogra…

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GQG Partners’ Sid Jain on Forward-Looking Quality 25:39

1M ago25:39

25:39

High-quality stocks, measured by profitability, are trading at historically elevated levels, among the strongest in 25 years. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, and co-host Christopher Cain, US quantitative strategist at BI, speak with Sid Jain, deputy portfolio…

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Deja Vu with TaskUs and STAAR Surgical – The Special Situations Report Episode #40 26:48

1M ago26:48

26:48

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two continue with the new format by focusing on four key stories, including multiple…

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The DOPE Cycle: Doubt, Optimism, and Oil Market History 58:13

1M ago58:13

58:13

This episode of the Oil Ground Up, hosted by Rory Johnston, welcomes back Robert Connors of Crude Chronicles to delve into the broad historical sweep of oil market cycles. Connors explains his long-term analysis, introducing the "DOPE cycle" (Doubt, Optimism, Parabolic Euphoria), and suggests the current oil market finds itself in the early "doubt …

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Michael Azlen - Turning Emissions into an Asset Class 34:29

1M ago34:29

34:29

Send us a text What happens when a climate policy becomes a tradable market? Vincent sits down with Michael Azlen of Carbon Cap to unpack the rise of compliance carbon markets — a space where regulation, scarcity, and innovation meet finance. From the mechanics of cap-and-trade to the investment case behind carbon allowances, this episode reveals h…

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2348 FBF: Mitchell Zuckoff – How To Spot Bad Deals & The Original Ponzi Scheme with Author & Professor at Boston University 47:07

1M ago47:07

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This Flashback Friday is from episode 457 published last December 27, 2014. Jason is extremely excited about the upcoming Meet the Masters event and hopes you'll be able to join him this year. In his Creating Wealth intro, he talks about Houston, oil prices, the negatives of investing in North Dakota, and looking out for the crooks that just want t…

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Aluula Composites (TSX-V: AUUA): Fusing High Performance and Sustainability in Next-Gen Materials 37:49

1M ago37:49

37:49

My guest today is Sage Berryman, CEO of Aluula Composites (TSXV: AUUA). Aluula is focused on revolutionizing material science. Founded in 2019, the company has developed a patented process for producing ultra-high molecular weight polyethylene (UHMWPE) composites without glues—fusing at the molecular level to create materials that are lighter, stro…

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2347: Co-Living Secrets: Unlocking 37% Annual ROI and 14% Cash-on-Cash Returns 31:40

1M ago31:40

31:40

Today's episode is an excerpt from Jason's Wednesday masterclass podcast focusing on co-living as a real estate investment strategy, featuring an expert named Eric Halverson, focusing particularly on the Phoenix market. Jason explains his previous skepticism and newfound confidence in co-living due to the increasing housing shortage and shrinking a…

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The Electronic Arts Deal Comes Through – The Special Situations Report Episode #39 32:40

1M ago32:40

32:40