Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 5min
The Market Is Not Always Wrong
04:57 • 3min
The Market Is a Weighing Machine, but in the Short Run, It's a Voting Machine
08:12 • 5min
The Macro Overlooks the Micro
13:10 • 6min
Is the Market Always Right?
18:50 • 5min
The Market Isn't a Fundamental Analyst
23:58 • 3min
Is the Market Always Right?
26:42 • 6min
Did the Market Know Anything About Senior Loans?
32:27 • 6min
Are There Other Reasons to Sell?
37:58 • 4min
What Does a Falling Market Say About Investor Psychology?
41:56 • 5min
Is the Market on the Verge of a Slowdown?
46:46 • 3min
Oak Tree Capital Management L P.
49:40 • 3min