Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
The Value School of Buy Low Sell High
01:56 • 4min
The Market Neutral Strategy of a Hedge Fund
05:30 • 3min
What's the Difference Between a SaaS and a Dot Com Market?
08:25 • 4min
The Wind Is Your Face
12:11 • 2min
The Cycle of Being Smart and Being as Dumb as a Brick
14:02 • 2min
Is the Tendency Ever So Strong That You Must Have Facing the Short Side?
16:22 • 2min
How to Keep Your LPs on the Same Pages
18:41 • 5min
The Labor Market Is Still Tight, Ladies and Gentlemen
23:38 • 4min
Is There a Tight Correlation Between the Arc ETF and Interest Rates?
27:16 • 1min
The Chicago Fed Issue - The Chicago National Financial Conditions Index
28:43 • 5min
The Mattress Industry Is in a Mattress Depression
33:43 • 4min
Short Selling and Investors - Which Is the Less Stable Line of Business?
37:50 • 5min