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	<title>Capitalist Exploits</title>
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	<link>https://capitalistexploits.at</link>
	<description>Global Investment Research</description>
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	<title>Capitalist Exploits</title>
	<link>https://capitalistexploits.at</link>
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	<item>
		<title>Where there’s smoke, there’s fire</title>
		<link>https://capitalistexploits.at/where-theres-smoke-theres-fire/</link>
					<comments>https://capitalistexploits.at/where-theres-smoke-theres-fire/#respond</comments>
		
		<dc:creator><![CDATA[CapEx Team]]></dc:creator>
		<pubDate>Fri, 11 Sep 2026 15:01:00 +0000</pubDate>
				<category><![CDATA[OWTW]]></category>
		<category><![CDATA[pension funds]]></category>
		<guid isPermaLink="false">https://capitalistexploits.at/?p=38641</guid>

					<description><![CDATA[Today’s issue is a bit of a detour from what you might be used to. But we strongly feel it was worth alerting you to a growing trend we’ve been seeing in our asset management business,&#160;Glenorchy Capital. Over the past months, whenever a prospective client comes to us with their portfolios and accounts they hold [&#8230;]]]></description>
		
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			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>Your Pension Owns One Thing, Four Times</title>
		<link>https://capitalistexploits.at/your-pension-owns-one-thing-four-times/</link>
					<comments>https://capitalistexploits.at/your-pension-owns-one-thing-four-times/#respond</comments>
		
		<dc:creator><![CDATA[CapEx Team]]></dc:creator>
		<pubDate>Sat, 05 Sep 2026 00:51:55 +0000</pubDate>
				<category><![CDATA[OWTW]]></category>
		<guid isPermaLink="false">https://capitalistexploits.at/?p=38637</guid>

					<description><![CDATA[Clients started sending us their 401(k) statements and asking what was in them. We looked at a lot of them, and they're all more or less the same: four sleeves that look like diversification and turn out to be one position held four ways. The international fund holds the chip makers. The private equity has gated. The bonds are the part that reprices everything else. And energy and materials come to about 4% each. Here's what's actually inside a standard retirement plan, and why we think you should go and look at your own.]]></description>
		
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			</item>
		<item>
		<title>AI: It’s stiff drink time!</title>
		<link>https://capitalistexploits.at/ai-its-stiff-drink-time/</link>
					<comments>https://capitalistexploits.at/ai-its-stiff-drink-time/#respond</comments>
		
		<dc:creator><![CDATA[CapEx Team]]></dc:creator>
		<pubDate>Fri, 21 Aug 2026 19:59:00 +0000</pubDate>
				<category><![CDATA[OWTW]]></category>
		<category><![CDATA[podcast]]></category>
		<category><![CDATA[Trading]]></category>
		<guid isPermaLink="false">https://capitalistexploits.at/?p=38625</guid>

					<description><![CDATA[&#160;NEW PODCAST WITH CHRIS MACINTOSH To start,&#160;Chris’ thoughts&#160;on the most pressing geopolitical and macro topics. Chris joined Danny from CapitalCosm for what Danny described as packing 100lbs of isht into a 50lbs bag (or 46kg of isht into a 23kg bag for our non-American friends), including&#8230; Listen to the entire conversation on Youtube&#160;here. &#160;THE ECHOES [&#8230;]]]></description>
		
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			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>The age of exponential</title>
		<link>https://capitalistexploits.at/the-age-of-exponential/</link>
					<comments>https://capitalistexploits.at/the-age-of-exponential/#respond</comments>
		
		<dc:creator><![CDATA[CapEx Team]]></dc:creator>
		<pubDate>Mon, 03 Aug 2026 08:54:29 +0000</pubDate>
				<category><![CDATA[OWTW]]></category>
		<category><![CDATA[Bond yields]]></category>
		<category><![CDATA[bubble]]></category>
		<guid isPermaLink="false">https://capitalistexploits.at/?p=38574</guid>

					<description><![CDATA[🎙️ NEW PODCAST WITH CHRIS MACINTOSH Chris joined Danny on his CapitalCosm podcast for another&#160;check in on the markets, specifically: You can listen to the entire conversation on Youtube&#160;here. 📈 THE AGE OF EXPONENTIAL You&#8217;d be forgiven for thinking the chart below belongs to some hot AI stock — the kind of exponential curve that gets [&#8230;]]]></description>
		
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			</item>
		<item>
		<title>Easy Money? Not So Fast</title>
		<link>https://capitalistexploits.at/easy-money-not-so-fast/</link>
					<comments>https://capitalistexploits.at/easy-money-not-so-fast/#respond</comments>
		
		<dc:creator><![CDATA[CapEx Team]]></dc:creator>
		<pubDate>Fri, 17 Jul 2026 20:00:30 +0000</pubDate>
				<category><![CDATA[OWTW]]></category>
		<category><![CDATA[Bitcoin]]></category>
		<category><![CDATA[valuations]]></category>
		<guid isPermaLink="false">https://capitalistexploits.at/?p=38556</guid>

					<description><![CDATA[📊 VALUATION, BE DAMNED! If you only get one thing from today’s missive, watch&#160;this interview&#160;with investing great Joel Greenblatt. Buying what&#8217;s cheap and shunning what&#8217;s expensive sounds easy enough in theory. In practice? Not so much, otherwise we wouldn&#8217;t have just witnessed $86 billion get poured into SpaceX at 107x sales (that’s sales, not earnings). The [&#8230;]]]></description>
		
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			</item>
		<item>
		<title>“What were you thinking?!”</title>
		<link>https://capitalistexploits.at/what-were-you-thinking/</link>
					<comments>https://capitalistexploits.at/what-were-you-thinking/#respond</comments>
		
		<dc:creator><![CDATA[CapEx Team]]></dc:creator>
		<pubDate>Tue, 16 Jun 2026 14:38:38 +0000</pubDate>
				<category><![CDATA[OWTW]]></category>
		<category><![CDATA[IPO]]></category>
		<category><![CDATA[podcast]]></category>
		<guid isPermaLink="false">https://capitalistexploits.at/?p=38486</guid>

					<description><![CDATA[🎙️ NEW PODCAST WITH CHRIS MACINTOSH We have another podcast with Chris to share with you this week. He recently joined Tom Bodrovics on the Competent Investor podcast. Here&#8217;s a smattering of the topics&#160;they discussed: Listen to the entire conversation on Rumble&#160;here. 🚀 “WHAT WERE YOU THINKING?!” We&#8217;d be remiss not to touch on the IPO of [&#8230;]]]></description>
		
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			</item>
		<item>
		<title>Consider us AI bulls!</title>
		<link>https://capitalistexploits.at/consider-us-ai-bulls/</link>
					<comments>https://capitalistexploits.at/consider-us-ai-bulls/#respond</comments>
		
		<dc:creator><![CDATA[CapEx Team]]></dc:creator>
		<pubDate>Sun, 24 May 2026 15:03:00 +0000</pubDate>
				<category><![CDATA[OWTW]]></category>
		<category><![CDATA[bubble]]></category>
		<category><![CDATA[energy]]></category>
		<category><![CDATA[tech]]></category>
		<guid isPermaLink="false">https://capitalistexploits.at/?p=38539</guid>

					<description><![CDATA[🎙️ NEW PODCAST WITH CHRIS MACINTOSH Chris joined Christian White on his podcast… and as usual, no topic was off limits. A few of the things&#160;they chewed on: Pour yourself a glass of Malbec (or a cup of matcha latte) and listen to the entire conversation on Youtube&#160;here. 🐦 SOMEBODY&#8217;S GOTTA HOLD THE BAG We couldn&#8217;t [&#8230;]]]></description>
		
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			</item>
		<item>
		<title>Nowhere to hide?</title>
		<link>https://capitalistexploits.at/nowhere-to-hide/</link>
					<comments>https://capitalistexploits.at/nowhere-to-hide/#respond</comments>
		
		<dc:creator><![CDATA[CapEx Team]]></dc:creator>
		<pubDate>Fri, 17 Apr 2026 14:58:00 +0000</pubDate>
				<category><![CDATA[OWTW]]></category>
		<category><![CDATA[energy]]></category>
		<category><![CDATA[facebook]]></category>
		<category><![CDATA[podcast]]></category>
		<guid isPermaLink="false">https://capitalistexploits.at/?p=38528</guid>

					<description><![CDATA[🎙️ NEW PODCAST WITH CHRIS MACINTOSH Chris joined Danny on the CapitalCosm podcast. With a war reshaping global energy markets and Wall Street looking the other way, they had no trouble filling the time. Here are just a few of the topics they covered: If you&#8217;ve been trying to make sense of what&#8217;s actually happening out [&#8230;]]]></description>
		
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			</item>
		<item>
		<title>The energy play hiding in plain sight</title>
		<link>https://capitalistexploits.at/the-energy-play-hiding-in-plain-sight/</link>
					<comments>https://capitalistexploits.at/the-energy-play-hiding-in-plain-sight/#respond</comments>
		
		<dc:creator><![CDATA[CapEx Team]]></dc:creator>
		<pubDate>Sun, 15 Mar 2026 14:52:00 +0000</pubDate>
				<category><![CDATA[OWTW]]></category>
		<category><![CDATA[Brazil]]></category>
		<category><![CDATA[electric vehicles]]></category>
		<category><![CDATA[podcast]]></category>
		<guid isPermaLink="false">https://capitalistexploits.at/?p=38516</guid>

					<description><![CDATA[🎙️ NEW PODCAST WITH CHRIS MACINTOSH Chris recently joined Tom Bodrovics on his Competent Investor podcast. With the world coming apart at the seams, there was no shortage of&#160;things to discuss. Here&#8217;s a few of the topics they covered: You can listen to the entire conversation on Youtube&#160;here. 💸 TO BUY&#8230; OR TO SELL? There&#8217;s a pattern [&#8230;]]]></description>
		
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			</item>
		<item>
		<title>Too cheap to ignore</title>
		<link>https://capitalistexploits.at/too-cheap-to-ignore/</link>
					<comments>https://capitalistexploits.at/too-cheap-to-ignore/#respond</comments>
		
		<dc:creator><![CDATA[CapEx Team]]></dc:creator>
		<pubDate>Mon, 26 Jan 2026 15:47:00 +0000</pubDate>
				<category><![CDATA[OWTW]]></category>
		<category><![CDATA[podcast]]></category>
		<guid isPermaLink="false">https://capitalistexploits.at/?p=38509</guid>

					<description><![CDATA[🎙️ NEW PODCAST WITH CHRIS MACINTOSH About a year ago, Chris sat down with Ladislas (aka The Wandering Investor) to talk about investing in an age of conflict. Well, 2026 kicked off even spicier than anticipated. Greenland, Venezuela, tariffs, NATO coming apart at the seams, you name it… so Chris and Ladislas got back together to&#160;dive [&#8230;]]]></description>
		
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