Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
I Need You to Drink
01:46 • 3min
The Alfalfa Round and New Deals?
04:43 • 2min
Is There Any Diversification Factor in GPs?
06:16 • 4min
ETH Pump
10:37 • 5min
Is There Any Carb Alpha From Europe in Europe?
15:11 • 1min
Is There a Difference Between Organic and Non?
16:37 • 3min
Is Your Position a Net Short?
19:41 • 6min
Crypto Is Not Down That Bad, Right?
25:35 • 4min
The Net Liquidity Function Is Going Down, Right?
29:35 • 2min
Is There a Bullwhip in Commodity Markets?
31:45 • 3min
I'm Not Ready Yet to Go Net Short, Eric?
35:00 • 2min
Are You Going to Survive the Bear Market?
36:38 • 2min
Is There an Opportunity to Sell Crypto?
38:17 • 2min
Cryptocurrency
40:23 • 5min
Is the Midterms Going to Be Like, Wait a Minute?
44:54 • 5min
The Best Place to Buy a Meta Is Cash
50:03 • 3min