Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
Alfa Exchange Interview With Victor Hagani
01:49 • 3min
Welh, I'm Interested in Exploring the Framework That You've Developed Over the Years
04:39 • 2min
What Are Convergence Trades?
06:42 • 4min
What's the Difference Between Equity Derivatives and Hurricane Risk?
11:02 • 4min
The Volatility of the Bond Market
15:30 • 2min
Credit Spreads Are a Form of the Stock Market
17:52 • 5min
The Case of the Missing Millionaires
22:27 • 5min
Investing in Long Term Equity Markets
26:59 • 3min
Is Indexation Just a Closed Momentum Strategy?
29:30 • 2min
The Importance of Expected Returns in Indexing
31:22 • 6min
The Power of the Benchmark Index
37:00 • 5min
Using a Momentum Overlay to Increase Equity Exposure Overnight
41:51 • 1min
Value and Momentum - The Mother of All?
42:58 • 4min
How Do You Overlay Judgment Around Value?
46:47 • 4min
The Perpetual Tips Rate Isn't a Benchmark Anymore
50:26 • 3min
Are You a Student of Financial Decisions?
53:02 • 4min