Playback speed×Share postShare post at current timeShare from 0:000:00/Paid episodeThe full episode is only available to paid subscribers of HAVENSSubscribe to watchA DAY IN THE LIFE OF HAVENS, OR WHY HAVENS IS DOING SO WELLHOW THE HAVENS MODEL PORTFOLIOS AND THEIR ELEMENTS (REALLY) WORKumairFeb 24, 2026∙ Paid1932ShareListen to this episode with a 7-day free trialSubscribe to HAVENS to listen to this post and get 7 days of free access to the full post archives.Start trialAlready a paid subscriber? Sign inHAVENSSubscribeAuthorsumairRecent PostsHOW TO THINK ABOUT THE FUTURE OF THE ECONOMYMar 18 • umairHOW WE GOT TO A STATE OF CIVILIZATIONAL EMERGENCY, OR, PARADIGM BREAKDOWNMar 16 • umairTHE PRICE OF GOLD, OIL, AND WAR, OR THE DIRTY BUSINESS OF MONEY AND VIOLENCEMar 16 • umairWHAT TRUMP'S WAR WILL DO TO THE WORLD ECONOMYMar 16 • umairHOW CATASTROPHIC WOULD A GLOBAL ENERGY SHOCK BE?Mar 10 • umairTHE EVERYTHING CRASH PT II, OR HOW TRUMP IS CRASHING THE WORLD ECONOMYMar 10 • umairTHE EVERYTHING CRASH, OR HOW TRUMP IS CRASHING THE WORLD ECONOMYMar 10 • umairHAVENS IN AN AGE OF COLLAPSEMar 5 • umair