RiskReversal Pod Complacency Breeds Failure with Liz Young & a Conversation with Tim McCourt of CME Group
Apr 17, 2023
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
The Big Surprise in Empire Manufacturing
01:46 • 3min
The Price Action Discounted a Lot of the Bad News
04:52 • 3min
The Importance of Buybacks and Dividends
08:07 • 3min
The Consumer Week
10:58 • 2min
The Consumer Is Still Strong in the Labor Market
13:05 • 2min
The Importance of Consumer Confidence
14:55 • 2min
The Rise of Restaurants and Grocery Prices
17:09 • 2min
The Fed's May 3 Meeting to Pease Interest Rate Hikes
19:17 • 2min
The VIX Is Not Sending Good Signals to Investors at Best
21:14 • 2min
The Fed Cut Rates This Year
23:28 • 2min
Normalized Rates in the Stagflationary Environment
25:10 • 3min
The Importance of Participation in a Bull Market
28:24 • 3min
The Negative Effects of Negative Narrative on Equity Prices
31:51 • 2min
How to Evaluate Earnings Season
34:13 • 2min
How to Figure Out Implied Moves in the Options Market
36:11 • 2min
The Importance of Faxet in the Alternative Investment Industry
38:14 • 2min
CME Group's New Role in the Financial Product Portfolio
40:03 • 1min
The Importance of Risk Management in the CME Market
41:33 • 2min
The Importance of Using Futures to Hed a Durability Portfolio
43:10 • 3min
The Importance of Education in the Financial Industry
46:15 • 3min
The Importance of Hedges in the Interest Rate Market
49:13 • 3min
How CME Can Help You Hedge Your Risks
52:19 • 3min
The Barriers to Entry to the Foreign Exchange Market
55:28 • 3min
The Importance of Speculation in the Market
58:33 • 4min