Max Wiethe (@maxwiethe)

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Max Wiethe@maxwiethe · Jul 18

This is getting a lot of attention. I don’t know Eric or his fund and I have no opinion on either, but it does bring up 3 key issues I think many get mixed up. 1) General Solicitation 2) SEC Marketing Rule 3) Market Manipulation Let’s start with a quick disclaimer that I’m not…

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Jack Farley@JackFarley96 · 13 m

OUT NOW - @Oaktree MD Wayne Dahl on: - dispersion in high yield markets - opportunities in CLOs, CMBS, & Euro credit - why loan spreads have narrowed so much Apple shorturl.at/aeKTq Spotify shorturl.at/VSegf YouTube shorturl.at/zWc0x

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Max Wiethe@maxwiethe · 20 h

Thanks @maxwiethe! As always, enjoyed the conversation and appreciate you putting up with my tech while traveling!

MMax Wiethe@maxwiethe · 20 h

OUT NOW @opmpod with @valwithcatalyst on the booming SPAC Market. We discuss... -SPAC Issuance in 2025 -DeSPACs vs SPACs -Few SPAC Deals -Crypto Treasury SPACs -Nuclear, MAGA, & Hot Themes -PIPE Opportunities -SPAC Squeezes -SPVs and SPAC Bridge Loans -The HF Conference Circuit

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Max Wiethe@maxwiethe · Jul 20

This was a really awesome listen and very inspiring. I’m a sucker for good entrepreneurship stories in general and the fund industry in particular. @opmpod has several good ones, especially the earlier episodes. Anyone else have favorites?

MMax Wiethe@maxwiethe · Oct 29

The first episode of Other People's Money @opmpod is out now with @muddywatersre Building a successful hedge fund is hard. It's even harder when you're fighting the market. Apple 🔊 apple.co/4eYSuzV Spotify 🔊 spoti.fi/3AgYd4R YouTube 📺 bit.ly/48ppzlS

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Jack Farley@JackFarley96 · Jul 14

My interview w/ @Citrini7 on Robotics, Teradyne, Semis, and Phase II of AI is out now on YouTube: youtube.com/watch?v=uQZ5V-…

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Jack Farley@JackFarley96 · Jul 13

OUT NOW - @Citrini7 on: - the "5th inning" (or 6th) for the AI Trade - Robotics & Teradyne $TER - Semis & $NVDA - "Robot fever" in China - Healthcare & rare diseases - much more! 1/4 Apple 🔊shorturl.at/Y4lqC Spotify 🔊shorturl.at/HQ97w

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Crossroads Capital@CrossroadsOnX · Jul 11

Our June 2025 tear sheet is now available. In June the fund returned 23.8% net of fees, bringing YTD net return to 26.1% & since inception CAGR to 17.0% net. Accredited investors can sign up for updates here: crossroadscap.io/contact-us Follow us at @CrossroadsOnX.

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Jack Farley@JackFarley96 · Jul 10

OUT NOW - @oren_cass on why: - globalization has been BAD for American workers - Trump's tariffs NECESSARY to right trade wrongs - the time of "mortgaging the national farm" is OVER! Apple🔊shorturl.at/AJak8 Spotify🔊shorturl.at/lFlpd

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Jack Farley@JackFarley96 · Jul 10

Just interviewed @Citrini7 about robotics & his finding (w/ @hntrbrkmedia) that Teradyne $TER could be a big supplier to $AMZN's robotic arms We also talked healthcare (he hates the insurers, seeing opps in devices & pharma), phase II of AI, and semis & $NVDA Airs Sunday

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Iron Wolf Credit@IronWolfCredit · Jul 9

Nice podcast ep with @WarrenPies @maxwiethe. Warren is always worth a listen because of his thoughtfulness and independence. open.spotify.com/episode/3SbKY5…

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Max Wiethe@maxwiethe · Jul 8

I really like listening to Warren. Though it was really funny when he made a really good argument for why his favorite leading recession indicator shouldn’t work anymore, then emphasized that it is still his preferred model and he is watching it closely. Macro is hard.

MMax Wiethe@maxwiethe · Jul 8

OUT NOW - @WarrenPies of @3F_Research returns to @opmpod. @3F_Research's work isn't pointing to a recession and technical & fundamental indicators have them bullish on stocks. If a recession does materialize they think it will show up first in the housing sector 🏘️📉

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Max Wiethe@maxwiethe · Jul 8

It hasn't cracked yet

MMax Wiethe@maxwiethe · Jul 8

OUT NOW - @WarrenPies of @3F_Research returns to @opmpod. @3F_Research's work isn't pointing to a recession and technical & fundamental indicators have them bullish on stocks. If a recession does materialize they think it will show up first in the housing sector 🏘️📉

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Max Wiethe@maxwiethe · Jul 8

Appreciated the conversation! We covered a lot of ground in an hour... -Deflation to debasement shift, -Housing update, -Bond market scenarios, -Equity targets, valuations, and catalysts.

MMax Wiethe@maxwiethe · Jul 8

OUT NOW - @WarrenPies of @3F_Research returns to @opmpod. @3F_Research's work isn't pointing to a recession and technical & fundamental indicators have them bullish on stocks. If a recession does materialize they think it will show up first in the housing sector 🏘️📉

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