title

The Jolly Swagman Podcast

Joe Walker

5
Followers
7
Plays
The Jolly Swagman Podcast
The Jolly Swagman Podcast

The Jolly Swagman Podcast

Joe Walker

5
Followers
7
Plays
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About Us

Conversations hosted by Joe Walker. As featured in The Australian Financial Review, The Daily Telegraph, MacroBusiness, and Pedestrian.tv. (Formerly ‘The Jolly Swagmen Podcast’ hosted by Angus and Joe.)

Latest Episodes

#74: The Untold Tale of How One Ruthless Company Subjugated a Subcontinent — William Dalrymple

William Dalrymple is an acclaimed historian and travel writer. He lives nine months of the year on a goat farm outside of Delhi. Show notes Selected links Follow William: Website | Twitter * The Anarchy, by William Dalrymple * A Time of Gifts, by Patrick Leigh Fermor * In Xanadu, by William Dalrymple * ‘Kubla Khan‘, by Samuel Coleridge * The Honourable Company, by John Keay * The Fall of Constantinople 1453, by Steven Runciman Topics discussed * How does William look back at his ten years at Ampleforth College where he went to school? * How did William find himself in Delhi just two months before his nineteenth birthday? * How has Delhi changed since William first met the city in 1984? * William’s big travel journey while at university, where he retraced Marco Polo’s steps from Jerusalem to Kubla Khan’s palace. * Romance of the road. * Why did The Anarchy take so long to write? * How was the British East India Company born and how did it subjugate India? * What are the benefits...

73 MIN1 w ago
Comments
#74: The Untold Tale of How One Ruthless Company Subjugated a Subcontinent — William Dalrymple

#73: On Radical Uncertainty, “Phantastic Objects”, and Blowing Bubbles — David Tuckett

David Tuckett is a psychoanalyst, Professor, and Director of the Centre for the Study of Decision-Making Uncertainty at University College London. He founded a new field of research known as “emotional finance”. Show notes Selected links Follow David: Website | Twitter * Minding the Markets, by David Tuckett * Risk, Uncertainty and Profit, by Frank Knight * The Poverty of Historicism, by Karl Popper * ‘The role of emotions in financial decisions’, 2012 Nicholas Barbon Lecture by David Tuckett * ‘The role of conviction and narrative in decision-making under radical uncertainty’, 2017 paper by David Tuckett introducing “Conviction Narrative Theory” * Uncertain Futures, by Jens Beckert * Irrational Exuberance, by Robert Shiller * Dymphna Boholt’s property podcast * Aussie Home Loans’ extrapolated median house values by 2043 report * A Crisis of Beliefs, by Shleifer and Gennaioli * ‘Extensional Versus Intuitive Reasoning: The Conjunction Fallacy in Probability Judgment’, 198...

139 MINOCT 17
Comments
#73: On Radical Uncertainty, “Phantastic Objects”, and Blowing Bubbles — David Tuckett

#72: Lifting the Veil on Sydney’s Crime and Skulduggery — Kate McClymont

Kate McClymont is Australia’s most awarded journalist. An investigative reporter at The Sydney Morning Herald, she is famous for exposing some of Sydney’s most scandalous stories of crime and corruption. Show notes Selected links Follow Kate: Website | Twitter * Dead Man Walking, by Kate McClymont * Manias, Panics, and Crashes, by Charles Kindleberger Topics discussed Dealing with death threats. * How Kate got her start in journalism by busking in Kings Cross. * How much skulduggery really lurks beneath Sydney’s polite veneer? * How do bikies profit from mortgage fraud? * Where is the most corruption found in Sydney? * The first death threat Kate ever received. * Phone-tappings. * The curious character of Michael McGurk. * The murder of Michael McGurk. * When a jockey spat on Kate’s leg outside court. * Exposing corruption at the Health Services Union. * Spotting sociopaths. * Paul Keating’s zinger about Kate.

72 MINOCT 1
Comments
#72: Lifting the Veil on Sydney’s Crime and Skulduggery — Kate McClymont

#71: Markets and The Madness of Crowds — Robert Shiller

Robert J. Shiller is Sterling Professor of Economics at Yale University and one of the 2013 recipients of the Nobel Prize in Economic Sciences. He is the author of multiple books including the bestselling Irrational Exuberance. He is known for predicting the crashes of both the dot-com and housing bubbles. Show notes Selected links Follow Bob: Website | Twitter * Link to Bob’s two charts * Irrational Exuberance, by Robert Shiller * Narrative Economics, by Robert Shiller * The Wordly Philosophers, by Robert Heilbroner * Flatland, by Edwin Abbott * Mathematics and the Imagination, by Edward Kasner and James Newman * Consilience, by E O Wilson * Animal Spirits, by George Akerlof and Robert Shiller * Financial Markets, Bob’s Coursera course * ‘Efficient Capital Markets: A Review of Theory and Empirical Work’, 1970 paper by Eugene Fama * Market Volatility, by Robert Shiller * ‘The Emotional Dog and Its Rational Tail’, paper by Jonathan Haidt * ‘Fama on Finance’, 2012 Econtalk int...

137 MINSEP 7
Comments
#71: Markets and The Madness of Crowds — Robert Shiller

#70: The Dogged Journalist Who (May Have) Pricked a Property Bubble — Adele Ferguson

Adele Ferguson is an award-winning investigative journalist best known for her work exposing misconduct and fraud in the Australian banking and financial services sectors. Show notes Selected links Follow Adele: Website | Twitter * Banking Bad, by Adele Ferguson * ‘CBA covered up misconduct by rogue financial planner’, Adele’s 1 June 2013 article * ‘Banking Bad’, the 2014 Four Corners investigation * ‘Money for Nothing’, the 2018 Four Corners investigation * The Financial Services Royal Commission website * ‘The Theory of Economic Regulation’, seminal article by George Stigler Topics discussed How did Adele get involved in the story of banking misconduct in Australia? What were some of the scandals exposed by Adelebetween 2013 and 2017? * What sort of pressure was brought to bear on Adele while she was breaking these stories? * How did the Banking Royal Commission finally come about? * The story of how, in 2013, a motley group of politicians saved the Future of Financial Ad...

61 MINAUG 10
Comments
#70: The Dogged Journalist Who (May Have) Pricked a Property Bubble — Adele Ferguson

Classic Episode Rerun: The Legendary, Fraud-Sniffing Short Seller — Marc Cohodes

This is a rerun of a conversation I recorded in May 2018 with legendary short seller Marc Cohodes. Show notes Selected links * Follow Marc Cohodes: Twitter * Lernout & Hauspie, the company at the center of one of the largest securities frauds in European history, which Marc successfully shorted * Key moments from Elon Musk’s infamous Tesla earnings call * NovaStar Financial: A Short Seller’s Battle, case study on Marc by The Harvard Business Review (also readable on page 6 of this pdf) * MiMedx’s website (NASDAQ: MDXG) * Marc’s website on MiMedx: Petiteparkerthebarker.com * Video of Marc at a MiMedx shareholder meeting * Viceroy Research’s report: “Viceroy’s MiMedx Greatest Hits” * Overstock.com (NASDAQ: OSTK) – the company Marc once shorted and is now long. * “Every saint has a past, and every sinner has a future” – Joe’s favourite quote by Oscar Wilde Topics discussed * How did Marc first get hooked on trading? * Data Access Systems: when a young Marc got burnt by fra...

170 MINJUL 11
Comments
Classic Episode Rerun: The Legendary, Fraud-Sniffing Short Seller — Marc Cohodes

#69: The World According to a Maverick, Beach-Biding Stock Picker — John Hempton

John Hempton is a renowned short seller and the Founder and Chief Investment Officer at Australian-based hedge fund Bronte Capital. Selected links Follow John: Blog | Twitter The Money Miners, by Trevor Sykes ‘Three Australian Asset Price Bubbles’, conference paper by John Simon Once in Golconda, by John Brooks The Go-Go Years, by John Brooks Manias, Panics, and Crashes, by Robert Aliber and Charles Kindleberger Extraordinary Popular Delusions and the Madness of Crowds, by Charles Mackay This Time Is Different, by Carmen Reinhart and Kenneth Rogoff The Land Boomers, by Michael Cannon Bronte Capital’s December 2017 Client Letter Fooling Some Of The People All Of The Time, by David Einhorn * Bronte Capital’s June 2011 Client Letter * ‘What is Amazon?’, blog post by Zack Kanter ‘Drug Short’, the Netflix Dirty Money episode featuring John Hempton * Bronte Capital’s March 2010 Client Letter Topics discussed Why Marc Cohodes is John’s model of how to pick stocks and how not to r...

171 MINJUL 8
Comments
#69: The World According to a Maverick, Beach-Biding Stock Picker — John Hempton

#68: Xi Loves Us, Xi Loves Us Not? — Kevin Rudd

This is an episode about a rising superpower (China) and its ruler (Xi Jinping). It’s also a conversation about what their rise means for an isolated, thinly-populated, complacent country to their south (Australia). Our guest, Kevin Rudd, served as Australia’s 26th Prime Minister and as Foreign Minister. Before politics, he was a China scholar and a diplomat in Beijing. After politics, he was appointed the inaugural President of the Asia Society Policy Institute in New York — a “think-do” tank dedicated to resolving policy challenges between Asia and the West. He is currently writing a Ph.D. thesis on Xi at the University of Oxford. Selected links Follow Kevin: Website | Twitter ‘The Complacent Country’, essay/audio by Kevin Rudd Robert J. Hawke: A Biography, by Blanche d’Alpuget Dog Days, by Ross Garnaut Deng Xiaoping and the Transformation of China, by Ezra Vogel Destined for War, by Graham Allison The Life of Brian, by Monty Python Kevin’s 2008 speech at Peking Universit...

88 MINJUN 14
Comments
#68: Xi Loves Us, Xi Loves Us Not? — Kevin Rudd

#67: The Good Society Hidden In Our Genes — Nicholas Christakis

Nicholas Christakis is the Sterling Professor of Social and Natural Science at Yale, where he directs the Human Nature Lab. He is the author of Blueprint: The Evolutionary Origins of a Good Society. In this charming episode, Nicholas is here to tell us not only that the bright side of human nature has been denied the attention it deserves, but that our proclivities to cooperation, friendship and love are as evolutionarily ingrained as our instincts for eating food or breathing air. Show notes Selected links Follow Nicholas: Website | Twitter Blueprint: The Evolutionary Origins of a Good Society, by Nicholas Christakis Topics discussed The story of when Nicholas’s own mother appeared to set a crowd against her two sons. [5:14] Does Nicholas believe human groupishness was shaped by group selection as well as individual-level selection? [11:04] What is the core thesis of Nicholas’s new book Blueprint? [16:46] What is the Forbidden Experiment? [22:53] What is humanity’s societal blue...

61 MINJUN 8
Comments
#67: The Good Society Hidden In Our Genes — Nicholas Christakis

#66: The Leader Of The Free World Is A Malignant Narcissist With Pre-Dementia — John Gartner

Richard Nixon once said, “I can go into my office and pick up the telephone and in twenty-five minutes seventy million people will be dead.” The President of the United States has a degree of power that would make Alexander the Great, Ceasar, Ghengis Kahn, or Napoleon blush. For that individual has unilateral access to the nuclear codes. So wouldn’t it be crazy if the President was not only a malignant narcissist but also in the early stages of cognitive decline? According to John Gartner, this is precisely what is occurring. John is a psychologist and president and founder of Duty to Warn — an association of mental health professionals and other concerned citizens who advocate Trump’s removal under the 25th Amendment on the grounds that he is psychologically unfit. Show notes Selected links Follow John: Website | Twitter Duty to Warn The Dangerous Case of Donald Trump, by Bandy Lee Erich Fromm, who coined the theory of malignant narcissism Diagnostic and Statistical Manual of ...

57 MINMAY 30
Comments
#66: The Leader Of The Free World Is A Malignant Narcissist With Pre-Dementia — John Gartner

Latest Episodes

#74: The Untold Tale of How One Ruthless Company Subjugated a Subcontinent — William Dalrymple

William Dalrymple is an acclaimed historian and travel writer. He lives nine months of the year on a goat farm outside of Delhi. Show notes Selected links Follow William: Website | Twitter * The Anarchy, by William Dalrymple * A Time of Gifts, by Patrick Leigh Fermor * In Xanadu, by William Dalrymple * ‘Kubla Khan‘, by Samuel Coleridge * The Honourable Company, by John Keay * The Fall of Constantinople 1453, by Steven Runciman Topics discussed * How does William look back at his ten years at Ampleforth College where he went to school? * How did William find himself in Delhi just two months before his nineteenth birthday? * How has Delhi changed since William first met the city in 1984? * William’s big travel journey while at university, where he retraced Marco Polo’s steps from Jerusalem to Kubla Khan’s palace. * Romance of the road. * Why did The Anarchy take so long to write? * How was the British East India Company born and how did it subjugate India? * What are the benefits...

73 MIN1 w ago
Comments
#74: The Untold Tale of How One Ruthless Company Subjugated a Subcontinent — William Dalrymple

#73: On Radical Uncertainty, “Phantastic Objects”, and Blowing Bubbles — David Tuckett

David Tuckett is a psychoanalyst, Professor, and Director of the Centre for the Study of Decision-Making Uncertainty at University College London. He founded a new field of research known as “emotional finance”. Show notes Selected links Follow David: Website | Twitter * Minding the Markets, by David Tuckett * Risk, Uncertainty and Profit, by Frank Knight * The Poverty of Historicism, by Karl Popper * ‘The role of emotions in financial decisions’, 2012 Nicholas Barbon Lecture by David Tuckett * ‘The role of conviction and narrative in decision-making under radical uncertainty’, 2017 paper by David Tuckett introducing “Conviction Narrative Theory” * Uncertain Futures, by Jens Beckert * Irrational Exuberance, by Robert Shiller * Dymphna Boholt’s property podcast * Aussie Home Loans’ extrapolated median house values by 2043 report * A Crisis of Beliefs, by Shleifer and Gennaioli * ‘Extensional Versus Intuitive Reasoning: The Conjunction Fallacy in Probability Judgment’, 198...

139 MINOCT 17
Comments
#73: On Radical Uncertainty, “Phantastic Objects”, and Blowing Bubbles — David Tuckett

#72: Lifting the Veil on Sydney’s Crime and Skulduggery — Kate McClymont

Kate McClymont is Australia’s most awarded journalist. An investigative reporter at The Sydney Morning Herald, she is famous for exposing some of Sydney’s most scandalous stories of crime and corruption. Show notes Selected links Follow Kate: Website | Twitter * Dead Man Walking, by Kate McClymont * Manias, Panics, and Crashes, by Charles Kindleberger Topics discussed Dealing with death threats. * How Kate got her start in journalism by busking in Kings Cross. * How much skulduggery really lurks beneath Sydney’s polite veneer? * How do bikies profit from mortgage fraud? * Where is the most corruption found in Sydney? * The first death threat Kate ever received. * Phone-tappings. * The curious character of Michael McGurk. * The murder of Michael McGurk. * When a jockey spat on Kate’s leg outside court. * Exposing corruption at the Health Services Union. * Spotting sociopaths. * Paul Keating’s zinger about Kate.

72 MINOCT 1
Comments
#72: Lifting the Veil on Sydney’s Crime and Skulduggery — Kate McClymont

#71: Markets and The Madness of Crowds — Robert Shiller

Robert J. Shiller is Sterling Professor of Economics at Yale University and one of the 2013 recipients of the Nobel Prize in Economic Sciences. He is the author of multiple books including the bestselling Irrational Exuberance. He is known for predicting the crashes of both the dot-com and housing bubbles. Show notes Selected links Follow Bob: Website | Twitter * Link to Bob’s two charts * Irrational Exuberance, by Robert Shiller * Narrative Economics, by Robert Shiller * The Wordly Philosophers, by Robert Heilbroner * Flatland, by Edwin Abbott * Mathematics and the Imagination, by Edward Kasner and James Newman * Consilience, by E O Wilson * Animal Spirits, by George Akerlof and Robert Shiller * Financial Markets, Bob’s Coursera course * ‘Efficient Capital Markets: A Review of Theory and Empirical Work’, 1970 paper by Eugene Fama * Market Volatility, by Robert Shiller * ‘The Emotional Dog and Its Rational Tail’, paper by Jonathan Haidt * ‘Fama on Finance’, 2012 Econtalk int...

137 MINSEP 7
Comments
#71: Markets and The Madness of Crowds — Robert Shiller

#70: The Dogged Journalist Who (May Have) Pricked a Property Bubble — Adele Ferguson

Adele Ferguson is an award-winning investigative journalist best known for her work exposing misconduct and fraud in the Australian banking and financial services sectors. Show notes Selected links Follow Adele: Website | Twitter * Banking Bad, by Adele Ferguson * ‘CBA covered up misconduct by rogue financial planner’, Adele’s 1 June 2013 article * ‘Banking Bad’, the 2014 Four Corners investigation * ‘Money for Nothing’, the 2018 Four Corners investigation * The Financial Services Royal Commission website * ‘The Theory of Economic Regulation’, seminal article by George Stigler Topics discussed How did Adele get involved in the story of banking misconduct in Australia? What were some of the scandals exposed by Adelebetween 2013 and 2017? * What sort of pressure was brought to bear on Adele while she was breaking these stories? * How did the Banking Royal Commission finally come about? * The story of how, in 2013, a motley group of politicians saved the Future of Financial Ad...

61 MINAUG 10
Comments
#70: The Dogged Journalist Who (May Have) Pricked a Property Bubble — Adele Ferguson

Classic Episode Rerun: The Legendary, Fraud-Sniffing Short Seller — Marc Cohodes

This is a rerun of a conversation I recorded in May 2018 with legendary short seller Marc Cohodes. Show notes Selected links * Follow Marc Cohodes: Twitter * Lernout & Hauspie, the company at the center of one of the largest securities frauds in European history, which Marc successfully shorted * Key moments from Elon Musk’s infamous Tesla earnings call * NovaStar Financial: A Short Seller’s Battle, case study on Marc by The Harvard Business Review (also readable on page 6 of this pdf) * MiMedx’s website (NASDAQ: MDXG) * Marc’s website on MiMedx: Petiteparkerthebarker.com * Video of Marc at a MiMedx shareholder meeting * Viceroy Research’s report: “Viceroy’s MiMedx Greatest Hits” * Overstock.com (NASDAQ: OSTK) – the company Marc once shorted and is now long. * “Every saint has a past, and every sinner has a future” – Joe’s favourite quote by Oscar Wilde Topics discussed * How did Marc first get hooked on trading? * Data Access Systems: when a young Marc got burnt by fra...

170 MINJUL 11
Comments
Classic Episode Rerun: The Legendary, Fraud-Sniffing Short Seller — Marc Cohodes

#69: The World According to a Maverick, Beach-Biding Stock Picker — John Hempton

John Hempton is a renowned short seller and the Founder and Chief Investment Officer at Australian-based hedge fund Bronte Capital. Selected links Follow John: Blog | Twitter The Money Miners, by Trevor Sykes ‘Three Australian Asset Price Bubbles’, conference paper by John Simon Once in Golconda, by John Brooks The Go-Go Years, by John Brooks Manias, Panics, and Crashes, by Robert Aliber and Charles Kindleberger Extraordinary Popular Delusions and the Madness of Crowds, by Charles Mackay This Time Is Different, by Carmen Reinhart and Kenneth Rogoff The Land Boomers, by Michael Cannon Bronte Capital’s December 2017 Client Letter Fooling Some Of The People All Of The Time, by David Einhorn * Bronte Capital’s June 2011 Client Letter * ‘What is Amazon?’, blog post by Zack Kanter ‘Drug Short’, the Netflix Dirty Money episode featuring John Hempton * Bronte Capital’s March 2010 Client Letter Topics discussed Why Marc Cohodes is John’s model of how to pick stocks and how not to r...

171 MINJUL 8
Comments
#69: The World According to a Maverick, Beach-Biding Stock Picker — John Hempton

#68: Xi Loves Us, Xi Loves Us Not? — Kevin Rudd

This is an episode about a rising superpower (China) and its ruler (Xi Jinping). It’s also a conversation about what their rise means for an isolated, thinly-populated, complacent country to their south (Australia). Our guest, Kevin Rudd, served as Australia’s 26th Prime Minister and as Foreign Minister. Before politics, he was a China scholar and a diplomat in Beijing. After politics, he was appointed the inaugural President of the Asia Society Policy Institute in New York — a “think-do” tank dedicated to resolving policy challenges between Asia and the West. He is currently writing a Ph.D. thesis on Xi at the University of Oxford. Selected links Follow Kevin: Website | Twitter ‘The Complacent Country’, essay/audio by Kevin Rudd Robert J. Hawke: A Biography, by Blanche d’Alpuget Dog Days, by Ross Garnaut Deng Xiaoping and the Transformation of China, by Ezra Vogel Destined for War, by Graham Allison The Life of Brian, by Monty Python Kevin’s 2008 speech at Peking Universit...

88 MINJUN 14
Comments
#68: Xi Loves Us, Xi Loves Us Not? — Kevin Rudd

#67: The Good Society Hidden In Our Genes — Nicholas Christakis

Nicholas Christakis is the Sterling Professor of Social and Natural Science at Yale, where he directs the Human Nature Lab. He is the author of Blueprint: The Evolutionary Origins of a Good Society. In this charming episode, Nicholas is here to tell us not only that the bright side of human nature has been denied the attention it deserves, but that our proclivities to cooperation, friendship and love are as evolutionarily ingrained as our instincts for eating food or breathing air. Show notes Selected links Follow Nicholas: Website | Twitter Blueprint: The Evolutionary Origins of a Good Society, by Nicholas Christakis Topics discussed The story of when Nicholas’s own mother appeared to set a crowd against her two sons. [5:14] Does Nicholas believe human groupishness was shaped by group selection as well as individual-level selection? [11:04] What is the core thesis of Nicholas’s new book Blueprint? [16:46] What is the Forbidden Experiment? [22:53] What is humanity’s societal blue...

61 MINJUN 8
Comments
#67: The Good Society Hidden In Our Genes — Nicholas Christakis

#66: The Leader Of The Free World Is A Malignant Narcissist With Pre-Dementia — John Gartner

Richard Nixon once said, “I can go into my office and pick up the telephone and in twenty-five minutes seventy million people will be dead.” The President of the United States has a degree of power that would make Alexander the Great, Ceasar, Ghengis Kahn, or Napoleon blush. For that individual has unilateral access to the nuclear codes. So wouldn’t it be crazy if the President was not only a malignant narcissist but also in the early stages of cognitive decline? According to John Gartner, this is precisely what is occurring. John is a psychologist and president and founder of Duty to Warn — an association of mental health professionals and other concerned citizens who advocate Trump’s removal under the 25th Amendment on the grounds that he is psychologically unfit. Show notes Selected links Follow John: Website | Twitter Duty to Warn The Dangerous Case of Donald Trump, by Bandy Lee Erich Fromm, who coined the theory of malignant narcissism Diagnostic and Statistical Manual of ...

57 MINMAY 30
Comments
#66: The Leader Of The Free World Is A Malignant Narcissist With Pre-Dementia — John Gartner
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