The Covered Call Podcast Podcast
A show hosted by Lovis & Jason for self-described freedom seekers. It explores how to become more independent in a world that feels increasingly restrictive. The episodes feature stories of entrepreneurs and investors who embrace volatility, use strategies like covered calls, and turn market unpredictability into opportunities. The hosts aim to inspire a shared vision that greater freedom is possible through financial knowledge and action.
Episodes
Luke Gromen: The West Is in Trouble - Here’s How We Reinvent It
In this episode, Lovis and Jason sit down with Luke Gromen to explore the current global landscape, economic shifts, and the impact of rapid technological change. They discuss how history rhymes, the role of AI in reshaping industries, and practical steps for individuals to navigate uncertain times. We explore the future of energy, technology, and economic competitiveness, with insights into China
Lobo Tiggre: The Courage to Think for Yourself
Lobo Tiggre shares his journey from a contrarian thinker to an independent speculator, emphasizing the importance of thinking differently, understanding market dynamics, and the true meaning of freedom. This episode explores how to develop a contrarian mindset, the role of speculation, and the value of independent thinking in achieving financial and personal freedom. In this episode, Lobo shares h
Josef Mahoney: Why the West Keeps Misunderstanding China
In this episode, Professor Josef Gregory Mahoney shares deep insights into China's political system, its historical evolution, and how it differs from Western models. We explore the core principles of Chinese governance, the role of Marxism, and the strategic thinking behind China's development and international stance. In this episode, Professor Josef Gregory Mahoney shares deep insights into Chi
Trader Ferg: Energy, China, and the Future Nobody Wants to Discuss
Friends,Trader Ferg is back.When we first spoke with Ferg over a year ago, he laid out a series of ideas that sounded unconventional at the time:Energy shortages were being underestimated.China was far stronger than most investors believed.And some of the most interesting opportunities could be found in sectors everyone else hated.A year later, we wanted to revisit those ideas and see how they’re
Adrian Day: Why Gold Is Only the Beginning
A few months ago, Lovis joined Adrian Day for dinner in San Juan, Puerto Rico.At the time, most investors were talking about AI, rate cuts, and the usual market narratives. (This was Feb 27th… and then Iran happened.)A lot has changed since then.Today, energy security is back on the front page. Supply chains feel less certain. Geopolitics is no longer background noise. And questions that once seem
Overtime #2: Why the World Feels Different Now
Lovis and Jason share their recent experience with natural childbirth, insights on global geopolitics, and economic strategies amidst current world events. This episode explores alternative birth methods, geopolitical shifts, and the impact of strategic resource management. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit pod
Louis-Vincent Gave: Energy Is the Dark Force Behind the Global Economy
In this episode, Louis Vincent Gave discusses macroeconomic shifts, energy markets, geopolitical risks, and the impact of AI on the economy. He shares insights on China's role, energy diversification, and the evolving global power dynamics, providing a comprehensive macro perspective. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes
Overtime #1: The Uninvestable World - And Why We Keep Building
Join Lovis and Jason in this engaging overtime episode as they explore global geopolitics, US policies affecting foreign entrepreneurs, cultural differences, and insights from classic books like Taipan and Influence. Discover how long-term thinking, cultural perspectives, and strategic policies shape our world and personal success. This is a public episode. If you would like to discuss this with o
Rick Rule: Globalism Is Dead - Here’s How to Plan Your Next Moves
In this engaging conversation, Rick Rule shares his insights on the current economic landscape, touching on various themes such as the importance of understanding market dynamics, the role of optimism in investing, and the necessity of adapting investment strategies to changing geopolitical contexts. He emphasizes the significance of generating utility for others and the need for investors to be p
Florian Strauf: The Hidden Cost of Playing It Safe
In this episode of The Covered Call, we reconnect with Florian Strauf, a previous guest, to discuss our and his journeys towards financial independence and the various projects we are currently pursuing. The conversation touches on the importance of financial freedom as a pathway to personal freedom, and how their podcast has evolved over the past year. They share insights on the power of networki
Stephan Kinsella: Rethinking Property, Power, and the State
In this conversation, Lovis Kauf and Jason engage with Stephan Kinsella, a prominent libertarian theorist, to explore the principles of libertarianism and anarcho-capitalism. They discuss the implications of intellectual property laws, the nature of the state, and the concept of aggression in relation to property rights. Kinsella argues that the state inherently commits aggression and that true fr
Eric Yeung (KingKong9888) on Silver Shortages, De-Dollarization and the Birth of a Parallel Gold Standard
Eric Yeung (@KingKong9888) discusses the shifting dynamics between the East and West, particularly in the context of precious metals like gold and silver. He highlights the growing trend of de-dollarization among nations, the increasing importance of physical gold as collateral, and the implications of stablecoins in the global financial system. Eric also delves into the paper versus physical gold
Jayant Bhandari: The West Has Forgotten That Freedom Requires Order
In this episode of The Covered Call, we sit down again with Jayant Bhandari — one of the most provocative and intellectually fearless thinkers we’ve had on the show.In our first conversation, Jayant challenged us to rethink freedom, truth, and the cultural foundations of civilization. Since then, we’ve joined him in Vancouver at his Capitalism & Morality conference — where voices like Rick Rule, M
Doomberg on the End of Empire and the Seeds of a New Boom
In this conversation, Doomburg discusses the current geopolitical landscape, focusing on the war in Ukraine, the economic implications of sanctions, and China's strategic maneuvers in the global arena. The dialogue explores the potential collapse of the European Union, the role of energy in shaping international relations, and the cultural narratives that influence public perception. Doomburg emph
Deborah Lehr on Freedom, Power, and the Politics of Global Trade
In this conversation, Deborah Lehr shares her extensive experience in US-China relations, trade negotiations, and her insights on green finance and biodiversity. She discusses the evolution of the WTO, the geopolitical shifts affecting global power dynamics, and the importance of cultural heritage and environmental preservation. Deborah emphasizes the emerging opportunities in the Middle East and
Maxime Bernier: Liberty Is the Cure for a Failing West
In this episode of The Covered Call, we sit down with Maxime Bernier — former Canadian cabinet minister, founder of the People’s Party of Canada, and one of the few politicians who’s actually walked away from power to defend principle.Maxime spent over a decade inside Canada’s political machine before saying enough was enough. In this conversation, he breaks down why the West is in decline — not j
The Arithmetic of America: Rick Rule explains the Dishonest Default
We’re back with one of our favorite guests — Rick Rule — just as gold crosses $4,000 an ounce.Last time Rick joined The Covered Call, Bitcoin had hit $100,000. This time, he’s back to explain why the arithmetic of America no longer adds up - and why that’s great news for people with real skills.Rick argues that what’s coming isn’t an honest default, but a dishonest one - a slow erosion of purchasi
Energy Is the Invisible Infrastructure of Freedom - David Fishman explains
What does energy have to do with freedom? More than you might think.We sat down with David Fishman, an American who is a longtime China resident, energy consultant, and writer of Crossing the River by Feeling the Stones. David has spent over a decade inside China’s transformation, advising multinationals on nuclear, renewables, and grid economics - while also telling the stories of ordinary people
Rahim Taghizadegan - Austrian Economics and the Illusions of Democracy
In this conversation, Lovis and Jason engage with Rahim Taghizadegan, a true Austrian economist, to explore the concept of praxeology, the complexity of human action, and the relevance of Austrian economics in today's society. They discuss the importance of realism in economics, the role of community in learning, and the challenges posed by uncertainty in economic systems. The conversation also to
Middle Kingdom Expedition: Our Whirlwind Journey Through Modern China
We just got back from 12 days on the ground in China—what we’re calling the Middle Kingdom Expedition—and sat down while the jet lag was still fresh to capture our impressions.This wasn’t a sightseeing tour. It was a boots-on-the-ground, trains-and-taxis, cigars-and-coffee kind of trip—ten cities in twelve days—meeting people, building connections, and getting a firsthand feel for life and busines
Inside China’s Strategy: Peter Alexander Unpacks the Trade War
In this conversation, Peter Alexander shares his extensive experience and insights on the complex relationship between the United States and China. He discusses the misconceptions surrounding China, the impact of sanctions, and the need for a more nuanced understanding of China's strategic goals. The dialogue emphasizes the importance of cooperation over competition and explores potential paths fo
Willem Middelkoop on Curiosity, Crisis, and Carving Your Own Path
Willem Middelkoop shares his extensive career journey, emphasizing the importance of curiosity, independence, and understanding financial systems. He discusses his various roles, from photojournalism to fund management, and highlights the significance of being adaptable and open to new opportunities. Willem delves into the complexities of the financial system, the current geopolitical landscape, a
The Future Runs on Power Dynamics - Jen Zhu Scott on AI, China, and Resilience
What if the biggest problems we face - climate change, AI, even war - have no nationality?We sat down with Jen Zhu Scott: investor, entrepreneur, mom, and the visionary behind PowerDynamics.ai.Named one of Forbes’ Top Women in Tech, Jen has advised HBO’s Silicon Valley, spoken on the TED stage, and now she’s building containerized compute and energy infrastructure to decentralize power—both litera
From Coconut Plantations to Swiss Real Estate: Lessons in Freedom from Alex Ostergaard
In this episode, Jason and Lovis engage with Alex Ostergaard, exploring his unique background, influences, and insights into personal development and investment strategies. Alex shares his journey from a non-traditional education path to becoming a successful real estate investor in Switzerland, emphasizing the importance of applying theories in real life. The conversation delves into the signific
Burn the Ships: What Happens When You Go All In
In this engaging conversation, CJ Gustafson shares his unique approach to business and writing, emphasizing the importance of being approachable and authentic. He discusses his journey of discovering product-audience fit, the balance between cash and equity businesses, and the significance of building relationships within the community. The discussion also touches on the impact of AI on business e
From East to West: Louis Vincent Gave on Investing, Resilience, and China’s Rise
Join us as we sit down with Louis Vincent Gave, CEO of Gavekal, a leading financial research and fund management firm known for its East-West perspective. In this episode, recorded just weeks after Trump’s inauguration, Louis dives into the shifting global landscape - from a multipolar world and U.S. dominance to China’s industrial leapfrog over the West. With his unique vantage point from Hong Ko
Why Chasing Comfort Is Killing Your Potential - Swen Lorenz Lays It All Out
Swen Lorenz shares his unique journey as an investor, entrepreneur, and writer, emphasizing the importance of contrarian thinking, networking, and pursuing freedom. He discusses his early interest in investing, the value of non-traditional education, and the lessons learned from both successes and failures in his career. Swen also highlights the significance of building relationships and the oppor
Family, Freedom and Finance: Becoming unstoppable with Luke Gromen
In this episode, Lovis and Jason sit down with Luke Gromen to explore the intersection of family, freedom, and finance, drawing on Luke's transformative journey from his formative Boy Scout experiences to his rise as a leading macroeconomic thinker and founder of FFTT, LLC. The conversation delves into the lessons Luke learned navigating the 2008 financial crisis, the pivotal decision to embrace c
Episode 11: BJJ, Bali, and Big Returns: Inside Trader Ferg’s Contrarian Journey
In this engaging conversation, Ferg shares his unconventional journey from a sheep and beef farm in New Zealand to living a fulfilling life in Bali as a contrarian investor. He discusses his transition from traditional asset management to trading, the importance of finding value in hated sectors, and his insights on the current market landscape. Ferg emphasizes the significance of family, freedom,
Episode 10: Rick Rule on Entrepreneurship: Deliver Value and Thrive
Rick Rule on Entrepreneurship: Deliver Value and ThriveIn this episode of the Covered Call Podcast, we engage with legendary contrarian investor Rick Rule, exploring his insights on Bitcoin, natural resources, and the principles of capitalism. Rick shares his journey into the world of gold and investments, emphasizing the importance of understanding market dynamics and the risks associated with sp
Episode 9: Thrive Despite Chaos: Doug Casey’s AnCap Blueprint for a Life of Freedom
Thrive Despite Chaos: Doug Casey’s AnCap Blueprint for a Life of FreedomIn this engaging conversation, Doug Casey shares his insights on a variety of topics, including his life in Uruguay, the appeal of South America, the importance of travel, and the evolution of his beliefs. He discusses the current state of capitalism, the future of gold and Bitcoin, and the significance of mentorship. Doug als
Episode 8: East Meets West: Jason Explores the Cultural Divide on Change and Values
East Meets West: Jason Explores the Cultural Divide on Change and ValuesThis conversation explores the contrasting perspectives between Western and Asian views, particularly focusing on how Westerners perceive China and how Chinese people view themselves. The speaker, Jason, shares insights from his personal experiences and observations, discussing cultural celebrations, foundational texts, and mo
Episode 7: Freedom Redefined: Peter Alexander and his 30-Year Journey in China
Freedom Redefined: Peter Alexander and his 30-Year Journey in ChinaIn this episode, Lovis and Jason engage in a deep conversation with Peter Alexander, who shares his unique journey of moving from the U.S. to China and his experiences living there for nearly three decades. The discussion covers various themes, including the dynamics of manufacturing in China, the implications of the TSMC lawsuit,
Episode 6: From London Slums to Top Contrarian Investor: Adrian Day's Untold Story
From London Slums to Top Contrarian Investor: Adrian Day's Untold StoryIn this conversation, Adrian Day shares his personal journey from a modest upbringing in London to becoming a prominent figure in investment management. He discusses the influences that shaped his political and economic views, his experiences in the Bahamas, and the evolution of his career in finance. Adrian reflects on the con
Episode 5: Exploring Belgrade’s Investment Potential: A Unique Blend of Culture and Opportunity
Exploring Belgrade’s Investment Potential: A Unique Blend of Culture and OpportunityIn this conversation, Jason shares his experiences and insights from his recent trip to Belgrade, Serbia, where he explored the cultural landscape and investment opportunities in the real estate market. He reflects on the unique Serbian identity, the warmth of the people, and the potential for foreign investment in
Episode 4: Losing Your Privacy? Gabriel Custodiet on Why Freedom is Next
Losing Your Privacy? Gabriel Custodiet on Why Freedom is NextIn this conversation, Gabriel Custodiet discusses the intricate relationship between privacy and freedom, emphasizing the importance of personal data control in a world increasingly dominated by surveillance and digital footprints. He argues that privacy is essential for individual freedom and that the current societal push for safety of
Episode 3: Taking the Leap: How Brian Leni Transformed His Life Through Junior Mining Investments
Episode 3: Taking the Leap: How Brian Leni Transformed His Life Through Junior Mining InvestmentsIn this conversation, Brian shares his journey from being an engineer to becoming a full-time investor, emphasizing the importance of mentorship, personal freedom, and the role of community in achieving success. He discusses the challenges of navigating volatility in investments, particularly in the ju
Episode 2: Borders, Freedom, and the Pursuit of Truth: Jayant Bhandari's Insights on Society
Episode 2: Borders, Freedom, and the Pursuit of Truth: Jayant Bhandari's Insights on SocietyJayant Bhandari, a keen observer of human psychology and cultures, shares his experiences growing up in India and living in various countries around the world.He discusses the driving forces behind human behavior and the differences he has observed between Western and Eastern societies. Bhandari emphasizes
Episode #1: The Power of Flexibility: Living Life on Your Own Terms with Florian Strauf of Forgd
Episode #1: The Power of Flexibility: Living Life on Your Own Terms with Florian Strauf of Forgd In this conversation, Jason, Lovis and Florian discuss their experiences living in different countries and the factors that influenced their decisions to move.They talk about the importance of flexibility in life and work, as well as financial independence. Florian shares his journey of moving from Ger
