The Age of Paper Wealth is ending and real assets are reasserting themselves.
Each week, Joe Withrow — founder of the Phoenician League and veteran of corporate banking and investment research — breaks down macro themes, real asset investing, and the history behind the forces reshaping our financial world.
No hype. No consensus. Just straight thinking about money and markets. Join our distribution list below for additional commentary on investment strategy and macroeconomic developments.
Episode 24
The Inaugural Phoenician League Investment Summit — 16 Independent Experts, One Incredible Week
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Episode 23
The Ex-Lehman Trader’s Case Against Index Funds — Jared Dillian on The Awesome Portfolio
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Episode 22
Quality Over Quantity — Private Credit, Hedge Fund Risk, and the True Test of Your Capital
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Episode 21
The Fed's Bluff — Kevin Warsh, Jackson Hole, and the End of Forward Guidance
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Episode 20
How to Actually Build Wealth With Real Estate | Ron Phillips of Lineage
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Episode 19
NVIDIA's $500 Billion AI Bet: The Bull and Bear Case for the Infrastructure Boom
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Episode 18
Alexander Hamilton, the American System, and How a Professional Poker Player Became a Libertarian
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Episode 6
