

#51: Diego Parrilla On The Three Levels Of The Investment Game
Apr 13, 2022
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
Introduction
00:00 • 2min
What's Going on in the Markets?
01:35 • 6min
Is Every Bubble Built on Some Widespread Misunderstanding?
07:17 • 3min
Can You Make Money in Nominal Terms?
10:14 • 5min
The Great Demographic Reversal
15:24 • 2min
The Frog in Boiling Water
17:19 • 4min
The Deflectionary Forces in the System
20:50 • 4min
Wen Frogs Start to Jump?
24:26 • 3min
Can You Make Money in Nominal Terms?
27:29 • 3min
Globalization
30:43 • 4min
Is the Fed Really Tasked With Raining Inflation?
35:12 • 6min
Is It a Bull Trap?
40:52 • 5min
Is There a Normalization of Monetary Policy?
45:36 • 5min
The Dollaran Weint Is a Two-Way Market
50:45 • 2min
Portfolio Construction Is a Theme Ters
53:06 • 6min
Portfolio Diversification
58:43 • 3min
Is It a Catalist for Much Higher Gold Prices?
01:01:45 • 5min
I Do Believe That Gold Has a Roll to Play
01:06:20 • 2min
Is Cryptocurrency the New Gold?
01:08:26 • 5min
Is Reality Better Than Fiction?
01:13:46 • 3min
Isno Nuclear Is a Very Dangerous Guy
01:16:48 • 3min
The Frog in the Boiling Water
01:19:38 • 2min
Rapha Is the Common Denominator Between All Disguises, Ther Incredible Defenders
01:22:00 • 3min
The Mindset of the Game
01:24:51 • 6min