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
Introduction
00:00 • 3min
The Dynamic Growth of Passive Investing
02:44 • 4min
The Volatility of the VIX Curve
06:42 • 2min
The Negative Test for the VIX Curve
09:06 • 5min
The Fed Chair Is Not Actually Approved for His Next Term
14:22 • 1min
The Zombified Company Dynamic and the Fed's Force to Do Something
15:50 • 5min
The Science of Supply Chain Problems
20:42 • 2min
The Risk of a Centrally Planned Economy
22:14 • 3min
The Passive Investor
25:38 • 4min
The Effect of Market Cap on Liquidity
29:27 • 2min
The Inelastic Market Hypothesis
31:27 • 3min
The Impact of Ethereum Tethers Market Cap on the Crypto Space
34:17 • 4min
The Volatility of the Markets
38:37 • 2min
The Evolution of the Market
40:34 • 3min
The NASDAQ 100 and the Sell-Off in ARKK
43:59 • 4min
The Current Pricing in Bonds
47:45 • 3min
The Epic Drawdowns in Peloton
50:40 • 5min
The Federal Reserve's Role in the Portfolio Channel
55:14 • 4min
The Importance of a Systematic Component of Hedging
58:49 • 4min
How Much Drawdown Would a Portfolio Have in Record Short Time?
01:03:06 • 3min
How to Monetize Puts
01:06:32 • 36sec
The Fed's Aggressive Cut Rates Caused Bond Yields to Collapse to 33 Basis Points
01:07:09 • 37sec
How to Deal With Bitcoin
01:07:46 • 5min
The Government's Interpretation of Trade in Canada
01:13:15 • 32sec
Inflation, Rates, Equity, Passive, Whatever You Think Is Most Important
01:13:46 • 2min