Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 5min
Bitcoin and the Bear Market
05:29 • 5min
The Difference Between a Futures and a Spot ETF
10:09 • 5min
Why Have Things Been Rallying So Hard?
14:42 • 3min
Why the Economy Has Been Resilient
18:12 • 5min
The Fed's Role in Liquidity
23:15 • 3min
The Third Body Problem and Liquidity
26:33 • 3min
Jerome Powell's Senate Hearings
29:50 • 2min
The Fed's Plan to Increase Capital Requirements
31:55 • 6min
The Tale of a Large Hedge Fund With a Healthy Risk Appetite
37:52 • 4min
The Trouble With Private Market Investing
41:43 • 3min
The Importance of Humility in Crypto Trading
44:17 • 3min
The Fall of Inflation in the UK
47:04 • 5min
Home Building Stocks Are on a Tear
52:07 • 3min
The White-Collar Recession in the US
54:50 • 2min
The Slow Moving Train Wreck
56:47 • 2min
The Importance of Good Risk Management
58:40 • 2min
The Negative Effects of Venture Capital Money on Profitability
01:00:37 • 4min
The Future of AI
01:04:58 • 2min


