Doyoue: "I'm just being very, er, ye ow, honest in my perception of it from the outside" Doyoue has been changing his view on bonds to some extent. He says if you can foment a short squeeze, you can play in bonds - why not? The old idea that retail doesn't know what they're doing no longer holds true for O'Hara and other bond investors who are trying to get into equities.
Mary Childs is the co-host of NPR’s Planet Money & has been a business reporter for over a decade (Bloomberg News, Financial Times, Barron’s, Reuters). She's the author of “The Bond King”, a profile of Bill Gross & his bond management firm (PIMCO) which managed ~$2T at its peak.
Timestamps:
- (00:00:00) - Intro
- (00:00:48) - Meme Of The Week
- (00:01:35) - Mary Child's Book: The Bond King
- (00:05:09) - Stock Market vs Bond Market
- (00:07:41) - Who Are The Lenders In The Bond Market
- (00:09:12) - Bill Gross
- (00:10:42) - Bonds Then vs Now
- (00:16:37) - Bill Gross Motivation
- (00:19:27) - Mary’s Take On Bitcoin & Crypto
- (00:30:26) - Planet Money's Crypto Stories
- (00:31:17) - Can Crypto Change The Bond Market?
- (00:32:15) - Going Solo
- (00:37:18) - How has the life of a story changed?
- (00:39:55) - Planet Money
- (00:41:51) - The Definition Of Recession
- (00:45:24) - Podcasting: what you’d do differently with no restrictions
- (00:48:18) - Joe Rogan + Long Pods
- (00:51:14) - How NIA Boys Manage Information Flow
- (01:01:01) - Mary’s 3 Fav Podcasts
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