RiskReversal Pod

Nickeled And Crimed and an interview with Ben Kallo

Mar 11, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
The Fed Is No Longer Buying Treasury Bonds
02:36 • 3min
3
Fed Fund Futures Are Now Pricing Back in Six and a Half to Seven Ratehi
05:21 • 2min
4
The Stock Market Is Getting Worse and Worser Than It Used to Be
07:27 • 2min
5
Bitcoin
09:25 • 3min
6
Is the Vix Going to Be a Good Bet?
12:06 • 3min
7
Stock Market Sell Off - What's the Problem?
14:54 • 2min
8
Bond Volatility Should Not Be Near What It Is
16:41 • 3min
9
Nicholl
19:16 • 2min
10
Equity Market Volatility Is Out of Control
21:39 • 2min
11
Dot Plot
23:29 • 2min
12
The Fed Is Not Going to Start to Unwind the Balance Sheet
25:35 • 2min
13
Are Credit Markets the Last to Go?
27:41 • 2min
14
What Happened to Act Division?
29:34 • 2min
15
The Game Is Ridged
31:51 • 2min
16
Master Works Dot I O - A One Billion Dollar Alternative Asset
33:25 • 2min
17
The Axe in the Renewable Space
35:51 • 2min
18
How Do You Prioritize When Different Companies Are Just Trading Differently?
37:44 • 2min
19
Will You Be an Auto Analyst Soon?
39:47 • 2min
20
Testa
41:51 • 3min
21
I'm a SCS Analyst and I've Held on and Want to Believe in It.
44:28 • 2min
22
Is Ford the Car That Everyone Thinks They're Going to Be?
46:45 • 3min
23
The Supply Chain Issues
49:41 • 2min
24
A, Awe, Danced at 20 35
51:12 • 2min
25
I Want to Bring It Back From Tessa for a Second
52:50 • 3min
26
Are You a Tree Hugger?
55:30 • 3min
27
What's the Bottom of the Stocks?
58:17 • 3min
28
The Public Utility Commission Issue
01:01:10 • 3min