Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
Introduction
00:00 • 2min
The Weight
02:02 • 4min
The End of the Charade: The Bank of Japan
05:37 • 3min
The Negative Points in Our Investment
08:53 • 3min
The Effect of Shorting on Bond Market Yields
12:18 • 3min
Upstart: A Name That Changed Gears
15:40 • 2min
Parallel Timing Curve Calibration: An Exciting Breakthrough
17:10 • 4min
Carl Icahn's Company: A Legacy
20:42 • 3min
The Dangers of Passive Investing
24:05 • 2min
How to Invest in a Diversified Portfolio
25:40 • 3min
The Fed Fund Futures: The Driver of the Market
29:07 • 3min
The Foolishness of Long Term Capital
32:32 • 4min
How Roe Can Help You Lose Weight
36:27 • 3min
The Market Reaction to the Print
39:00 • 2min
The Effect of Moderating Inflation on PE Multiples
41:06 • 2min
The Trough Versus the Inflection
43:26 • 3min
The Long Term Debt Crisis
46:30 • 2min
The Overweight of the Growth Trade
48:38 • 2min
The Negative Outlook for Energy
50:29 • 2min
The Future of Small Caps in the US
52:51 • 4min
The Importance of Decision Making in the Age of Easy Money
56:36 • 2min
The Role of Financials in Small Cap Recovery
58:28 • 1min
The Effects of Small Cap Tightening on Small Cap Performance
59:57 • 3min
The Risks of Inflation on Equity Valuations
01:02:41 • 2min
The Indirect Hate Mail on the Multiples
01:05:02 • 2min
The Love of the New York Giants
01:07:31 • 3min