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 • 2min
How to Take Advantage of Mispriced Assets
01:57 • 2min
The Importance of Dreams and Aspirations in Retirement
04:07 • 2min
The Importance of Time-Free Portfolio Management
05:49 • 4min
How Much Beta Do You Put in Your Portfolio?
09:33 • 2min
How I Sold My Market-Making Business and Invested in a Different Way
11:56 • 2min
The 64 Report Folder and the Outlook for It
14:23 • 3min
The Fed's Restrictive Policy
17:22 • 3min
The Importance of Money Supply in the Equity Market
20:22 • 2min
How to Invest in an Environment Like This
21:59 • 3min
The Future of Bonds
24:52 • 4min
The Risks of Active Management
29:17 • 6min
The Importance of Valuation in Investment
34:48 • 3min
The Effects of Interest Rates on the Market
37:24 • 2min
The Need for US Investors to Have International Exposure
39:19 • 3min
How to Calculate the Max Drawdown on Your Portfolio
42:20 • 3min
The Importance of Long Equity Exposure in a Portfolio
45:16 • 2min
The Fed's Control of the System
46:47 • 4min
The Importance of Second Order Effects
50:31 • 5min
The Importance of Having a Secular Trend
55:55 • 3min
The Future of Private Investing
59:12 • 4min
The Importance of Investing in Your Life
01:02:53 • 2min
The Importance of Dealer Positioning in the Short Term
01:04:55 • 5min
The Fed's Bluff in the Short Term
01:09:56 • 3min
The Importance of Cash Flows
01:13:10 • 2min