RiskReversal Pod

I’d Love To Change The World and a Conversation with Michael Kantrowitz of Piper Sandler

Jun 30, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The History of the Markets
02:17 • 2min
3
The Cage Book of Secrets
03:59 • 5min
4
The Importance of Consistency
08:29 • 6min
5
The Benefits of Investing in Stocks
14:10 • 2min
6
The Bank Stress Test
16:16 • 2min
7
Goldman Sachs' Underperformance
18:25 • 2min
8
Lloyd Blankfein: A Solomon Allies
19:57 • 3min
9
The Bank Stress Test and the Financial Crisis
23:08 • 3min
10
The Recent Cyberspace Administration of China Is a Significant Headwind That Is Impacting Our Outlook and Slowing Our Recovery
25:48 • 2min
11
NVIDIA Is Not Making New Highs Relative to the S&P 500
27:55 • 3min
12
The Rise and Fall of Danny Hoffman
30:48 • 3min
13
Wage Inflation and the Fed's Reset
33:28 • 2min
14
The CME Fed Fund Trackers Suggest a High Probability of a 25 Basis Point Hike
35:25 • 2min
15
The Future of Mutual Funds
37:23 • 2min
16
The Adler Group in Germany, Which Got Rated Today
39:30 • 2min
17
The Power of Faxet for Risk Reversal Media
41:29 • 3min
18
The Importance of Hope in the Economy
44:01 • 2min
19
Hope Is a Dangerous Thing
45:59 • 2min
20
The Secular Background for the Economy in the Last 18 Months
48:01 • 5min
21
The Lenar vs Home Depot Dividend
52:40 • 2min
22
The Market's View on Earnings
54:22 • 4min
23
The Market Breadth and the Sustainability of the Market
58:40 • 2min
24
The Fed's Tightening Cycle and Employment
01:00:23 • 4min
25
The Downside of the Stock Market
01:04:05 • 5min
26
The Negative Effects of P Expansion on the Stock Market
01:09:26 • 4min
27
The Cell Model of the New Bull Market
01:12:58 • 7min