Chapters
Transcript
Episode notes
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Introduction
00:00 • 2min
The Elephant in the Room Is Ten Kilo Habshad
01:38 • 2min
How to Pre-Commit to Your Calendar
03:11 • 2min
How to Turn Your Podcast Into a Book
04:54 • 2min
The Compound and Friends: Episode 97
06:24 • 2min
The Queen of Alts
08:26 • 2min
The Queen of All Balls
10:28 • 2min
The Fed's Tightening of Monetary Policy
12:08 • 2min
The Fed's Prediction of Two More Rate Hikes
13:47 • 1min
The Fed's Predictions for July
15:15 • 2min
The Fed's Upside Down Turns the Housing Market Upside Down
16:47 • 2min
The Fed Can't Build Houses
18:33 • 2min
The Dynamic of Single Family Rentals
20:10 • 2min
The Unintended Consequences of Mortgages
21:49 • 2min
Warren Buffett's Bet on the Market
23:29 • 2min
How to Bet on the S&P 500
25:08 • 2min
How Carol Loomis Made a Bet on Warren Buffett
27:08 • 2min
Warren Buffett's Bet on the S&P 500
28:46 • 2min
The Evolution of Hedge Funds
30:26 • 2min
The 60, 40 Is Dead Narrative
32:12 • 2min
Should I Try to Time My Portfolio?
33:42 • 2min
How to Build a Portfolio for Hedge Funds
35:12 • 2min
The Importance of Risk Adjusted Returns
36:51 • 2min
The Importance of Diversifying Your Portfolio
38:23 • 2min
The Benefits of Ego Investing
40:41 • 2min
The Importance of Private Equity in the Global Financial Crisis
42:34 • 2min
The Importance of Risk Adjusted Returns
44:11 • 2min
The Evolution of Interval Funds
45:46 • 2min
The Future of Asset Management
47:42 • 2min
The Future of Venture Capital
49:13 • 2min
SoftBank's $300 Billion Vision Fund
50:55 • 2min
The Problem With Alibaba's Model
52:34 • 2min
The IPO Market Is Starting Back Up Again
54:39 • 2min
Goldman Sachs Is at War With Itself
56:10 • 1min
The Importance of Brand Prestige
57:38 • 2min
Morgan Stanley Outperforms Goldman Stanley Over the Last Year
59:14 • 2min
The Goldman Sachs Deal With United Capital
01:00:47 • 2min
The Importance of Silent Luxury
01:02:27 • 2min
The Fashion Trend of the Moment
01:04:28 • 2min
Should I Rip the Logos Off All My Clothes?
01:06:01 • 2min
The NBA's Most Watched Finals in Five Years
01:07:51 • 2min
The Finals Ratings Were Down 6% Because the Nuggets Were Never on National TV
01:09:27 • 2min
Jack Dorsey's $300 Million Bar Tab
01:11:21 • 2min
Alphabet: A Game-Changing Solution for Advisors
01:13:13 • 1min
How to Be a Successful Podcast Host
01:14:40 • 2min
The Patriots Saved St. Peter Marion Catholic School
01:16:30 • 2min
The King of Collectibles
01:18:28 • 2min
The Powers That Be
01:20:04 • 2min
The Queen of Ultone on Instagram
01:21:56 • 2min