Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16 
 Introduction 
 00:00 • 4min 
 How Are You Thinking About the Market Right Now? 
 03:37 • 4min 
 The Credit Market Shuts Down 
 07:39 • 3min 
 Is There More Signal in the Coal Stock? 
 10:09 • 4min 
 I'm Not a Prearb Like Seller, but I Think It's Still a Good Idea. 
 14:08 • 2min 
 The Downside on the Lot of These Stocks Is Coming Down All the Time, Right? 
 16:18 • 2min 
 Do You Really Want to Do Early Termination on Deals? 
 18:06 • 4min 
 Do You Think They'd Have a Chance in a Court? 
 22:14 • 4min 
 Monsanto - The Biggest Deal Ever 
 26:06 • 2min 
 Is There Antitrust in Space Acts? 
 28:07 • 5min 
 I'm Not a Fan of Matlavin, but I'm So Baseles An, Men, I Don't Think Enough That He Could Walk Um Ouno. 
 32:48 • 4min 
 Isn't That a Real Bad Blok? 
 36:52 • 5min 
 Do You Think the Market Is Missing Something? 
 41:24 • 3min 
 Is It Signed There? 
 44:24 • 2min 
 Is There Something Different This Time? 
 45:58 • 2min 
 Investing in Tobacco Is the Hard Button 
 48:08 • 2min 


