Kevin Duffy
Principal at Bearing Asset Management and author of the Coffee Can Portfolio newsletter, providing investment analysis with an emphasis on thematic and contrarian strategies.
Best podcasts with Kevin Duffy
Ranked by the Snipd community
36 snips
Feb 19, 2026 • 41min
Ep. 2736 The GDP Racket & the AI Profitability Problem
Kevin Duffy, Principal at Bearing Asset Management and author of the Coffee Can Portfolio newsletter, shares sharp takes on the true state of the economy. He explains how GDP can hide quality issues. He questions AI firms' profitability despite massive spending. He spotlights China’s rising productivity and why thematic, contrarian investing matters.
10 snips
Apr 18, 2025 • 42min
Ep. 2633 Is China Guilty as Charged?
Kevin Duffy, Principal at Bearing Asset Management, dives into the complexities of U.S.-China relations and international trade. He discusses the effectiveness of tariffs and the myths surrounding China's economic competition. Duffy critiques the misunderstanding of China’s technological advancements and urges a more nuanced view of trade dynamics. He also shares insights on investing wisely in uncertain times, focusing on gold and opportunities in Asian markets, encouraging listeners to rethink their perceptions of economic challenges.
