<![CDATA[Look Out the Frikkin' Window Podcast]]>Straight talk on finance, global macro, markets, and investing.
Yurta: https://t.me/yurta06

©Scott Osheroff

]]>https://podcasters.spotify.com/pod/show/LookOutTheFrikkinWindowRiverside.fm (https://riverside.com)Fri, 23 Oct 2026 06:47:40 GMTWed, 10 Jun 2026 15:39:43 GMT60Scott Osheroff<p>Straight talk on finance, global macro, markets, and investing.<br />Yurta: <a rel="noopener noreferrer nofollow" href="https://t.me/yurta06" target="_blank">https://t.me/yurta06</a></p><p></p><p>©Scott Osheroff</p>episodicScott Osheroffsbosheroff@gmail.comno<![CDATA[The Niche World of Litigation Investing with Oliver Mitchell]]>The conversation delves into the world of litigation plays, focusing on identifying investment opportunities, challenges of legal due diligence, portfolio allocation, sovereign litigations, and Venezuela's debt and investment potential. Scott Osheroff and Oliver Mitchell provide insights into the complexities and potential rewards of investing in legal disputes and sovereign debt.

Takeaways

  • Litigation plays offer substantial upside potential
  • Legal due diligence requires deep understanding and attention to detail
  • Sovereign litigations present unique investment opportunities

Chapters

  • 00:00 Introduction to Litigation Plays
  • 02:19 Identifying Investment Opportunities
  • 15:10 Portfolio Allocation and Sizing
  • 30:06 Sovereign Litigations and Opportunities

Subscribe to Scott’s Telegram Channel Yurta
Subscribe to Oliver’s Substack Case Research | Substack

]]>1af5fe44-ace1-42dd-aaaf-1943bcf20ba9Thu, 06 Aug 2026 14:00:00 GMT<p>The conversation delves into the world of litigation plays, focusing on identifying investment opportunities, challenges of legal due diligence, portfolio allocation, sovereign litigations, and Venezuela's debt and investment potential. Scott Osheroff and Oliver Mitchell provide insights into the complexities and potential rewards of investing in legal disputes and sovereign debt.<br /></p><p></p><p>Takeaways</p><ul><li>Litigation plays offer substantial upside potential</li><li>Legal due diligence requires deep understanding and attention to detail</li><li>Sovereign litigations present unique investment opportunities<br /></li></ul><p></p><p>Chapters</p><ul><li>00:00 Introduction to Litigation Plays</li><li>02:19 Identifying Investment Opportunities</li><li>15:10 Portfolio Allocation and Sizing</li><li>30:06 Sovereign Litigations and Opportunities</li></ul><p></p><p></p><p>Subscribe to Scott’s Telegram Channel<a rel="noopener noreferrer nofollow" href="https://t.me/yurta06" target="_blank"> Yurta</a><br />Subscribe to Oliver’s Substack <a rel="noopener noreferrer nofollow" href="https://caseresearch.substack.com/" target="_blank">Case Research | Substack</a></p>no00:43:3522The Niche World of Litigation Investing with Oliver Mitchellfull<![CDATA[Kontrarian Korner x Yurta: Market Overvaluation, AI CapEx, and Commodities]]>Kontrarian Korner x Yurta
Market Overvaluation, AI Capex and Commodities

Scott Osheroff joins Ben Kontrarian Korner to discuss overvaluation in today’s financial markets, AI announced CapEx versus reality, and the broader implications for base metals, fertilizers, and cannabis.

Subscribe to
Ben Kelleran's substack Kontrarian Korner
Ben's Podcast Kontrarian Korner

Scott's Telegram Channel Yurta


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Disclaimer: Anything discussed in this podcast is not to be taken as investment advice. This podcast is for informational and entertainment purposes only. Please do your own due diligence and consult your own financial advisor.

]]>81899f8e-b963-40b5-8078-5ad03598a183Sat, 13 Jun 2026 15:00:00 GMT<p><b>Kontrarian Korner x Yurta<br />Market Overvaluation, AI Capex and Commodities</b><br /><br />Scott Osheroff joins Ben <a rel="noopener noreferrer nofollow" href="https://www.kontrariankorner.com/" target="_blank"><b>Kontrarian Korner</b></a> to discuss overvaluation in today’s financial markets, AI announced CapEx versus reality, and the broader implications for base metals, fertilizers, and cannabis.<br /><b><br />Subscribe to</b><br />Ben Kelleran's substack <a rel="noopener noreferrer nofollow" href="https://www.kontrariankorner.com/" target="_blank"><b>Kontrarian Korner </b></a><br /><b>Ben</b>'s Podcast<b> </b><a rel="noopener noreferrer nofollow" href="https://podcasts.apple.com/us/podcast/kontrarian-korner/id1742469879" target="_blank">Kontrarian Korner </a><br /></p><p><b>Scott's </b>Telegram Channel <a rel="noopener noreferrer nofollow" href="https://t.me/yurta06" target="_blank">Yurta<br /></a></p><p></p><p><a rel="noopener noreferrer nofollow" href="https://t.me/yurta06" target="_blank"><br />-<br /></a>Disclaimer: Anything discussed in this podcast is not to be taken as investment advice. This podcast is for informational and entertainment purposes only. Please do your own due diligence and consult your own financial advisor.</p>no00:52:4321Kontrarian Korner x Yurta: Market Overvaluation, AI CapEx, and Commoditiesbonus<![CDATA[Pilot]]>Scott & Will introduce the "Look Out the Frikkin' Window Podcast" and dive into macro, east versus west, Chinese stimulus, cannabis, and more.

SUBSCRIBE:

Yurta

Nutstuff


Twitter:

Yurta

Nutstuff


Website:

Nutstuff.co


Disclaimer: Anything discussed in this podcast is not to be taken as investment advice. This podcast is for informational and entertainment purposes only. Please do your own due diligence and consult your own financial advisor.


]]>https://podcasters.spotify.com/pod/show/scott7192/episodes/Pilot-e2pnj76e186a0af-98ea-4479-b9ff-27108ba53b55Wed, 16 Oct 2024 16:27:15 GMT<p>Scott &amp; Will introduce the "Look Out the Frikkin' Window Podcast" and dive into macro, east versus west, Chinese stimulus, cannabis, and more.</p> <p>SUBSCRIBE:</p> <p><a href="https://t.me/yurta06" rel="noopener noreferrer nofollow" target="_blank">Yurta</a> </p> <p><a href="https://t.me/nutstuff" rel="noopener noreferrer nofollow" target="_blank">Nutstuff</a> </p> <p><br /></p> <p>Twitter:</p> <p><a href="https://x.com/frontiervalueh1" rel="noopener noreferrer nofollow" target="_blank">Yurta</a></p> <p><a href="https://twitter.com/Nutstuffalpha" rel="noopener noreferrer nofollow" target="_blank">Nutstuff</a></p> <p><br /></p> <p>Website:</p> <p><a href="https://www.nutstuff.co.uk/" rel="noopener noreferrer nofollow" target="_blank">Nutstuff.co</a></p> <p><br /></p> <p>Disclaimer: Anything discussed in this podcast is not to be taken as investment advice. This podcast is for informational and entertainment purposes only. Please do your own due diligence and consult your own financial advisor.</p> <p><br /></p> no00:24:57Pilotfull<![CDATA[Episode 2: Trump, China, and Tokenization ]]>How President Trump's proposed policies impact global trade flows, China as an exporter of deflation with a strong RMB, the argument for a new "Plaza Accord" to weaken the USD, and the prospects of mainstream adoption of digital assets on the horizon.

SUBSCRIBE:

⁠⁠Yurta⁠⁠

⁠⁠Nutstuff⁠⁠

Twitter:

⁠⁠Yurta⁠⁠

⁠⁠Nutstuff⁠⁠

Website:

⁠⁠Nutstuff.co⁠⁠

Disclaimer: Anything discussed in this podcast is not to be taken as investment advice. This podcast is for informational and entertainment purposes only. Please do your own due diligence and consult your own financial advisor.


]]>https://podcasters.spotify.com/pod/show/scott7192/episodes/Episode-2-Trump--China--and-Tokenization-e2qq13kbcd768af-33aa-4766-b580-7ae7377482fbSun, 10 Nov 2024 19:49:58 GMT<p>How President Trump's proposed policies impact global trade flows, China as an exporter of deflation with a strong RMB, the argument for a new "Plaza Accord" to weaken the USD, and the prospects of mainstream adoption of digital assets on the horizon. </p> <p> </p> <p>SUBSCRIBE:</p> <p><a href="https://t.me/yurta06" rel="noopener noreferrer nofollow" target="_blank">⁠⁠Yurta⁠⁠</a> </p> <p><a href="https://t.me/nutstuff" rel="noopener noreferrer nofollow" target="_blank">⁠⁠Nutstuff⁠⁠</a> </p> <p>Twitter:</p> <p><a href="https://x.com/frontiervalueh1" rel="noopener noreferrer nofollow" target="_blank">⁠⁠Yurta⁠⁠</a></p> <p><a href="https://twitter.com/Nutstuffalpha" rel="noopener noreferrer nofollow" target="_blank">⁠⁠Nutstuff⁠⁠</a></p> <p>Website:</p> <p><a href="https://www.nutstuff.co.uk/" rel="noopener noreferrer nofollow" target="_blank">⁠⁠Nutstuff.co⁠⁠</a></p> <p>Disclaimer: Anything discussed in this podcast is not to be taken as investment advice. This podcast is for informational and entertainment purposes only. Please do your own due diligence and consult your own financial advisor.</p> <p><br /></p> no00:28:57Episode 2: Trump, China, and Tokenization full<![CDATA[Episode 1: Oil, Elon, and Elections]]>Undervalued oil and gas equities look set for a move, digital asset developments & Elon's DOGE, BRICS, and positioning for potential peace post US elections.

SUBSCRIBE:

⁠Yurta⁠

⁠Nutstuff⁠

Twitter:

⁠Yurta⁠

⁠Nutstuff⁠

Website:

⁠Nutstuff.co⁠

Disclaimer: Anything discussed in this podcast is not to be taken as investment advice. This podcast is for informational and entertainment purposes only. Please do your own due diligence and consult your own financial advisor.

]]>https://podcasters.spotify.com/pod/show/scott7192/episodes/Episode-1-Oil--Elon--and-Elections-e2qb28d194f720c-974d-4d21-8c77-ea27195f941bWed, 30 Oct 2024 11:51:39 GMT<p>Undervalued oil and gas equities look set for a move, digital asset developments &amp; Elon's DOGE, BRICS, and positioning for potential peace post US elections. </p> <p>SUBSCRIBE:</p> <p><a href="https://t.me/yurta06" rel="noopener noreferrer nofollow" target="_blank">⁠Yurta⁠</a> </p> <p><a href="https://t.me/nutstuff" rel="noopener noreferrer nofollow" target="_blank">⁠Nutstuff⁠</a> </p> <p>Twitter:</p> <p><a href="https://x.com/frontiervalueh1" rel="noopener noreferrer nofollow" target="_blank">⁠Yurta⁠</a></p> <p><a href="https://twitter.com/Nutstuffalpha" rel="noopener noreferrer nofollow" target="_blank">⁠Nutstuff⁠</a></p> <p>Website:</p> <p><a href="https://www.nutstuff.co.uk/" rel="noopener noreferrer nofollow" target="_blank">⁠Nutstuff.co⁠</a></p> <p>Disclaimer: Anything discussed in this podcast is not to be taken as investment advice. This podcast is for informational and entertainment purposes only. Please do your own due diligence and consult your own financial advisor.</p> no00:18:0211Episode 1: Oil, Elon, and Electionsfull