← David Schaefer
Episodes featuring David Schaefer
3 episodes, newest first.
- Nov 6, 2026
Passive flows reshape markets as concentration and dislocation growExcess Returns Nov 6, 2026 - Sep 4, 2026
Australian retail squeeze exposes deep cracks as Cettire nears the edgeThe Contrarians with Adam and AdirSep 4, 2026 - Aug 27, 2026
Higher rates test AI infrastructure and investor disciplineYet Another Value PodcastAug 27, 2026