Dan David is a Freedom of Speech activist in the global financial markets and the founder of Wolfpack Research, a short-biased activist research firm. He is considered an expert on China's markets and security and has presented at prestigious think-tanks and conferences such as the Center for Strategic International Studies (CSIS), Ergo - Global Flashpoint, and the Sohn Investment Conference. Dan is featured as the lead protagonist in a ground-breaking documentary, "The China Hustle," which documents his work exposing fraud in China-based, U.S. listed companies. Our podcast will take you inside the world of activist short-sellers, global finance, politics, social issues and sports. Our brash, unfiltered style leaves no doubt in the listeners ears that we are advocates of free speech.
Episode 30 - Richard Teitelbaum - A book covering short sellers, Punk Rock and Bill Ackman, not that exciting.
1:44:39On this week’s episode, The Pack is joined by a former punk-rocker and current Senior Contributing Writer for Institutional Investor magazine. Richard Teitelbaum (@rteitelbaum100 on Twitter) is a journalist and author specializing in the financial markets. Richard is the author of The Most Dangerous Trade: How Short Sellers Uncover Fraud, Keep Markets Honest, and Make and Lose Billions (John Wiley, 2015), about the life and lore of the short selling community, a must-read for any who follow The Dark Side. Currently he is writing in-depth profiles and fascinating investigative stories for Institutional Investor. Previously, he oversaw corporate finance coverage as News Editor at The Wall Street Journal. At Bloomberg News Richard covered hedge funds, investment banks, and the financial crisis. His investigative reports examined the TARP bailout, the disclosure of nonpublic information by the U.S. Treasury Department to market participants, and the New York Federal Reserve Bank's role in the AIG takeover. On this podcast, we talk about Richard’s book, the obvious mental issues you need to have to be an activist short seller, and some potential topics for a new book for Richard that range from the history of short selling to a biography of AOC. The Packs also uncovers some of Richard’s investigative techniques, and hears who were the most memorable interviews he’s done, and others that he would like to forget. Sit back, have a drink, and enjoy.. Links https://www.linkedin.com/in/richard-teitelbaum-17b27517/ https://www.amazon.com/Most-Dangerous-Trade-Billions-Bloomberg/dp/1118505212
Episode 29 - Todd Cipperman - The not so thin grey line, doing the crime and maybe doing time.
1:01:29On this week’s episode, The Pack is joined by Todd Cipperman (@Cipperman on Twitter). Todd is the founding principal of Cipperman Compliance Services (CCS) and author of the book, The Compliance Advantage: Ten Must-Know Trends to Protect Your Investment Firm. We dig into the exciting world of compliance and discuss how many executives try to find that grey area between what is legal and what will put them in the crosshairs of the SEC. We talk about Theranos and Elizabeth Holmes, and about insider trading cases involving Mark Cuban, Martha Stewart, Kelly Loeffler, and Diane Feinstein. Who should go to jail and what is legal? Todd has over 25 years of experience in the investment management and financial services industries. He has represented a wide range of investment management clients, always with a focus on distribution issues facing investment managers and broker-dealers. He previously served as general counsel of SEI Investments, a public mutual fund and financial technology firm, including its $65 billion proprietary mutual fund family. He has also served as general counsel of one of the largest international equity managers. Prior to that, Todd spent several years in private practice on Wall Street, representing both buy- and sell-side clients in investment management and capital markets transactions. Sit back, have a drink, and enjoy. Links https://twitter.com/CippermanCS https://www.cipperman.com/todd-cipperman/ The Compliance Advantage: Ten Must-Know Trends to Protect Your Investment Firm Available on Amazon
Episode 28 - Aaron Task - Straight Financial talk, Epic interviews, Evolving culture, and how unfunny Pete Davidson is.
1:26:15This week The Pack is joined by Aaron Task (@aarontask on Twitter). Aaron is a podcaster and journalist based in New York. He has written articles for Fortune Magazine, Business Insider, Muck Rack, Investment U, and others. He is currently the host of Alpha Trader Podcast for Seeking Alpha. Aaron was the digital editor at Fortune Magazine and the host of Fortune’s first podcast, Fortune Unfiltered. Prior to that Aaron was Editor-in-Chief at Yahoo Finance and host of the “Dailey Ticker” from 2008 until 2015. He also was Executive Editor at the Street.com in the early days from 1998 to 2007. Aaron was often a substitute host for Jim Cramer’s Real Money Radio and The John Batchelor Show on ABC Radio. He was also editor of the book Bailout Nation, by Barry Ritholtz. Arron and The Pack swap stores from the 2008 recession forward. We cover some of his interviews that include the former President of South Korea, three US Presidents, and rock-and-roll legends Gene Simmons and Dee Snider. In this journey with Aaron we cover a multitude of topics, including how unfunny SNL’s Pete Davidson is and the punch-ability of his face. Sit back, have a laugh, and enjoy. Podcast: https://podcasts.apple.com/us/podcast/alpha-trader/id1481726535 Social Networks: aarontask.net https://twitter.com/aarontask https://www.linkedin.com/in/aarontask/ https://www.facebook.com/aarontask Publications and Interviews Alison Task books: https://allisontask.com/books/ Al Gore interview: https://finance.yahoo.com/video/daily-ticker-al-gore-154841205.html Bailout Nation: https://www.amazon.com/Bailout-Nation-New-Post-Crisis-Update/dp/0470596325 *** One Note in our recording It was Ann Coulter trolling George Soros NOT Laura Ingraham
Episode 27 - Alan Dershowitz - The case for mandatory vaccines, getting you ”Liberal Card” pulled and did the glove fit?
1:07:26This week the Pack goes outside the world of finance. We are joined by constitutional scholar and Emeritus Professor of Law at Harvard, Alan Dershowitz (@alandersh on Twitter). Alan speaks freely and comfortably about a little bit of everything, his past, his beliefs, current events, past clients, the scourge of woke-ism and cancel-culture, the rough texture and dissonant tone of our times. Alan Dershowitz has long been celebrated for his work in U.S. constitutional and criminal law. The youngest full professor ever at Harvard Law School, he taught from 1964 through 2013, where he was appointed as the Felix Frankfurter Professor of Law in 1993. Dershowitz is a regular media contributor, political commentator, and legal analyst. Throughout his long career, he has written more than two-score books, at least one every year. His latest is coming soon, The Case For Color Blind Equality In The Age Of Identity Politics. Dershowitz has always believed in maintaining his sharpness in the courtroom as well as classroom, and has always undertaken complex, high-profile, and often unpopular cases, causes, and clients. He has represented a long list of luminaries on both sides of popular sentiment, including Mike Tyson, Patty Hearst, Leona Helmsley, Julian Assange, Jim Bakker, O.J. Simpson, Jeffery Epstein, and Harvey Weinstein. In 2018 he agreed to represent President Donald Trump, Dershowitz winning his latest landmark case. This and many of his recent pronouncements rubbed wrong the American Left, which had always been his fan-base, neighbors in New York, and social peers. What so many of them misunderstood, and what Alan explains so well in this wide-ranging conversation, is that he took and won the case in defense of the US Constitution, the protections and rights provided by which he sees as increasingly under dire threat from that same Left that once so warmly embraced and now so churlishly scorns him. So often the great among us are left to walk alone... join the Pack as we keep this brilliant mind and brave man company for a while in comfortable conversation.
Episode 26 - Gordon G Chang - The Coming conflict with China, good-bye Taiwan and LeBron James, what a .
1:07:23This week on the podcast the pack visits with Gordon G. Chang. We cover just about every area that China is eating our lunch in from having all our DNA, the future and some say the inevitable fall of Taiwan to the duplicity of US universities and corporations. Sit back have a hot tea and brush up on your Mandarin. Gordon is an attorney, the author of several books on China, a columnist, and public intellectual. He lived for several decades in China and greater Asia, working for major US law firms Baker & Mackenzie and Paul, Weiss. Gordon has given briefings at the National Intelligence Council, the CIA, the State Department, and the Pentagon, and has appeared before the United States House Committee on Foreign Affairs. He is a former contributor at The Daily Beast. His writings on China and North Korea have appeared in The New York Times, The Wall Street Journal, the International Herald Tribune, Commentary, National Review, and Barron’s among others He has appeared on CNN, Fox News, MSNBC, CNBC, PBS, Bloomberg Television, and others, as well on as The Daily Show with Jon Stewart. Gordon has spoken at Columbia, Cornell, Harvard, Penn, Princeton, Yale, and other universities. Show Links http://www.gordonchang.com/index.html https://twitter.com/GordonGChang
Episode 25 - Cory Johnson - Elon Musk does not call me anymore.
48:15This week, The Pack visits with Cory Johnson, @CoryTV on Twitter. Cory is host of the daily Drill Down Podcast, @DrillDownPod, of the BizPod Network Cory illuminates the business behind daily stock movers with in-depth analysis and conducts daily interviews with powerful CEOs and investors. His peripatetic career has seen him in prominent roles as a technology journalist, broadcaster, hedge fund portfolio manager, and investor. But fundamentally he’s an entrepreneur -- helping to start media companies such as the Industry Standard, Slam (the world’s largest basketball magazine), and Vibe. He was CNBC’s first Silicon Valley correspondent, and helped create TV, radio, and podcasts for Bloomberg. He has also worked as the managing member of Epistrophy Capital, as a senior executive at the blockchain startup Ripple, and at several other prominent ventures. The Pack digs into Cory’s history, from college to his current endeavor, The Drill Down Podcast. Nothing was off-limits, and Cory gives his unvarnished opinion on CNBC, Mike Bloomberg, and the state of business reporting. Sit back, pour yourself a drink, and enjoy. Links for Cory Johnson & topics covered on the podcast. https://www.bizpod.net/ https://twitter.com/DrillDownPod https://twitter.com/CoryTV https://www.linkedin.com/in/cory-j-600718/ https://thedrilldown.podbean.com/ 2:43 A log rolling in our time. 3:10 Cory makes up his own major at NYU. 4:41 New York Magazine, Wall Street, Courts & Crime and Wall Street, Courts & Crime and a call from Jim Cramer. 12:04 CNBC and the value of stability. 13:21 Business Journalism & CNBC, a stock is not a story. 16:51 The Human Experience. 20:53 Why this medium. 22:53 Ackman, Ichan, Herbalife and getting it shoved up your ass. 27:40 Elon doesn’t call me anymore. 30:40 I hate it here. 33:45 The Drill Down and why its different. 35:48 Business literacy and getting sued. 37:58 Mike Wilkins, Bill Maher sucks at hoops and the Smithsonian. 41:30 A little bit of Bitcoin. 44:02 Wrapping up and some Felonious Munk.
Episode 24 - Dr. Marian Tupy - Ten Global Trends Every Smart Person Should Know: And Many Others You Will Find Interesting.
1:47:45This week, The Pack visits with Dr. Marian Tupy (@HumanProgress on Twitter) of the Cato Institute Educated in South Africa and England, Dr. Tupy is a Senior Fellow at the Cato Institute’s Center for Global Liberty, a contributor to the Financial Times, Wall Street Journal, The Atlantic, the U.K. Spectator, and Foreign Policy, He is a frequent guest on CNN, CNBC, Fox, and others. Dr. Tupy is also editor of Human Progress, and author of the book, “Ten Global Trends Every Smart Person Should Know: And Many Others You Will Find Interesting.” He is a specialist in “globalization and global well‐being”, and indeed in his book and on this podcast appearance he brings us a hearty helping of hope... things may not be as socially, culturally, and economically awful as they seem. We dig deep into his book and think you will come away as surprised as we did. It just may not be so bad. Sit back and enjoy the podcast. Pour yourself a half-empty glass, and hear Dr. Tupy make it half-full for you. Links for Marian Tupy & topics covered on the podcast. https://store.cato.org/products/ten-global-trends-every-smart-person-should-know https://twitter.com/HumanProgress https://www.humanprogress.org/ 1:54 Marian Tupy gives the reasons why he wrote this book. 4:02 The American education system and the lack of critical thinking. 5:07 The evolution of skepticism and every thing is great in Holland. 11:41 The reception of facts, where the facts came from and where to read the book. 16:20 Global happiness is rising and the Easterlin Paradox. 20:49 The top ten in no order but starting with number 1. 26:10 The kings progress, Versailles and Mel Brooks. 27:39 The cost of electricity and absurdity of period pieces. 32:07 The end of poverty. 35:49 Running out of resources. 40:42 Elephants, Polar bears, Wolves, and Pandas having sex. 49:03 More green then Alaska and Montana combined. 57:11 Leaving the rural communities for the freedom of the big city and the drop in global reproduction. 1:05:16 Decarbonizing the economy, nuclear energy and the birds. 1:11:26 The end of famine and Israeli engineering. 1:19:44 Global peace, kind of. Welcome to America and here is your part of the national debt. 1:26:23 Torture is dead and let’s bring back duels. 1:29:40 Less crime unless you watch the news. 1:31:37 More democracy and the guiding hand. 1:35:00 The 20th century, it was the best of times it was the worst of times. 1:39:21 A big win for humanity. 1:41:00 Real bravery and The US is the best.
Episode 23 - Chris Drose - Drugs, deaths, fraud and short selling.
56:27This week, The Pack visits with Chris Drose (@bleecker__st on Twitter) of the newly launched activist-short fund, Bleecker Street Capital. Chris published his first short-report in 2014 while he was still in college. He has since been a regular contributor to Seeking Alpha and was the man and mind behind the well-deserved market-based prosecution and ultimate destruction of American Addiction Centers (AAC). Chris has worked for some of the best hedge and short funds in the county, and with many iconic figures in activist shorting. Previously operating as Bleecker Street Research when he was solo, he has just launched a fund, Bleecker Street Capital to continue his excellent activist work. Chris takes The Pack though some of his biggest reports, including his work on American Addiction Centers (AAC). AAC had ambitions to be a best-in-class national addiction help center. However, greed, accounting fraud, and criminal charges that included Second-Degree Murder laid them low (with Chris’ help!). What is next for Bleecker Street, thoughts about the market, and the short world vs hedge funds; Chris tells us all about it, from the comfort of his bathroom. Drugs, deaths, fraud and short selling. Sit back, pour yourself a drink, and enjoy. Links for Chris Drose & topics covered on the podcast. https://bleeckerstreetresearch.com/ https://www.linkedin.com/in/chris-drose-2a18245a/ https://twitter.com/Bleecker__St https://www.nytimes.com/interactive/2017/12/27/business/drug-addiction-rehab.html 1:57 Chris gives the back story for Bleecker Street from his toilet. 3:16 Can a 20yo be taken seriously on Seeking Alpha. 4:59 Short selling skepticism and finding the talent to understand the world of shorts. 6:45 Dan meets Chris for the first time and dinner with the parents. 9:31 Chris, piss tests and the war with AAC 13:20 The analyst who will not be named. 14:30 Murder, money and greed. 19:57 Fake Attorneys, an 18 hour deposition and loving a killer. 25:30 So how much money did you make? 27:14 No one went to jail….. Buying land in the Bahamas. 28:46 What came next for Chris, a hedge fund. 32:39 Dan learns what will take The Pack to the next level. 34:04 The changing game. 38:10 Your research is only good if the market agrees with you. 39:11 Going back to Bleecker Street and what a tease. 42:10 GME, short squeeze, the meme stocks and we got blockchain. 43:46 Advise for the listeners. 44:44 A dire prediction. 50:35 Draft kings and 500K. 53:20 Wrapping it up.
Episode 22 - Carol Roth - The War On Small Business.
1:15:27This week, The Pack visits with Carol Roth (@caroljsroth on Twitter). Carol is a vociferous advocate for small business. She is also the Creator of the Future File®️ legacy-planning system, a national media personality, billion-dollar dealmaker, brand spokesperson, investor, board member and a bestselling author. Carol takes The Pack though her upcoming book, talks about the NFL and names the greatest running-back of all time, and tackles government overreach and the devastating impact that both the government and Covid 19 have had on small business in America. Touching on China, PPE, supply chains, and the unemployment rate, Carol covers pretty much everything under the sun. Carol was named a Top-100 Small Business Influencer for 2011-2015 by Small Biz Trends. She has written hundreds of articles for a variety of outlets. Additionally, she is a sought-after emcee, speaker, and moderator at events that included the Virgin Atlantic Conference with Richard Branson, the Chicago Cubs Convention, VALIC, Entrepreneur, and many others. Carol is the creator of Future File. The Future File system provides you and your loved ones two roadmaps for legacy-planning. The first helps you to organize your wishes and provides important information for your loved ones. The second helps your loved ones know what to do when the time comes. Sit back, pour yourself a drink, and enjoy. Links for Carol Roth & topics covered on the podcast. https://twitter.com/caroljsroth https://www.linkedin.com/in/caroljsroth/ https://bookshop.org/ https://www.futurefile.com/ 3:83 Carol and The Pack talk about the NFL and getting her to be a Lions fan. 4:42 How Carol came up with “The war on small business” and the Pandemic. 8:51 Small business are the backbone of 99.9% of the world economy and lets just shut it down for 2 weeks. 11:49 Dan predicts the pandemic in 2018 and gets boo’ed. 13:28 China, Free Speech and Capitalism. 16:52 Empires, the crushing weight of debt and the attack on small business. 24:22 Small Business, the pandemic supply chain, and no booze in Pennsylvania. 30:14 Government Overreach and misspent funding during Covid 19. 34:39 The march towards UBI and Zombie Companies. 36:55 Passive Investment Vehicles and Frauds. 39:14 SPAC Jesus, RTO’s and the golden age of IPO’s. 42:32 Central planning – the soft takeover and dept we cannot service. 46:48 We don’t have a revenue problem we have a spending problem. 51:27 Provident funds, let me invest my own money. 54:24 Why we need a viable 3rd party and inflation. 56:59 The Fed and faux independence. 1:01:50 Free Speech, social media, and censorship 1:04:53 What can people do to help small business. 1:09:43 I got an action figure. 1:12:13 An amazing summary and closing from Carol.
Episode 21 Crocker Coulson - China, RTO's, Skull & Bones and a giant divorce bill
1:21:52This week, The Pack visits with a friend of the show, Crocker Coulson (@crockercoulson on Twitter). Crocker is the CEO of AUM media and is an award-winning investor-relations and corporate communications advisor for the last two decades. Crocker takes The Pack though his childhood watching avant-garde films, his time at Yale and his encounter with the “Skull and Bones Club”, his jump into journalism starting at The Yale Daily News, his first publication, and finally his time at CCG and what those initials really meant. Crocker was instrumental in bringing to US markets many of the Chinese RTOs that later became targets of Dan and the other China Hustle shorts. We also touch on what Crocker has been doing since the fall of the reverse-merger, including the most expensive divorce in billed hours in the history of New York. Crocker is also Founder and Chairman of the MUSE Academy, a school focused on the performing arts, and of the 110-year-old Brooklyn Music School. Sit back, pour yourself a drink, and enjoy. Links for Crocker Coulson topics covered on the podcast. https://www.aummedia.org/ https://museacademybk.com/ https://crockercoulson.com/ https://www.linkedin.com/in/crocker-coulson-509675/ https://www.aummedia.org/crocker-coulson-bio