Top Traders Unplugged

GM29: What if the World isn't Ending? ft. Marko Papic

Nov 23, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
Political Risk Consulting - What Is Your Origin Story?
02:37 • 2min
3
Is BCA Research the Oldest and Largest Investment Research Firm?
04:15 • 3min
4
Bca
07:30 • 3min
5
Is Geopolitical Analysis Really Required in Emerging Markets?
10:02 • 4min
6
Zero COVID Is Going to End in March, You Know?
14:23 • 3min
7
You Don't Need to Talk to an Ex-Ball Maker
17:37 • 3min
8
What's the Price of a Bond?
20:38 • 3min
9
Option Markets Are Better Than Delta One
23:34 • 2min
10
Big Deleveraging Is What Calls 2008, 2020 Even Moves
25:43 • 2min
11
Is There a Marriage of Multiple Disciplines?
27:39 • 3min
12
Comparative Politics
30:22 • 2min
13
The Buenos Aires Consensus Versus the Washington Consension
32:23 • 5min
14
The Median Voter Theorem
37:16 • 3min
15
Is the Media Hysteria Affecting the Media?
40:34 • 3min
16
Why the Media and the Political Parties Are So Sensitive?
43:11 • 2min
17
Do You Really Want Divided Government?
44:50 • 3min
18
Is Your Posterior Probability Using Priority Data?
47:56 • 3min
19
Political Analysis in Latin America - What's the Difference?
50:30 • 3min
20
Is There Any Evidence That Spread Trades Will Be More Theoryically Profitable?
53:02 • 3min
21
Hedge Funds Need Spread Trades
55:54 • 3min
22
Is the Dollar a Reserve Currency?
59:14 • 3min
23
The Problem Is Liquidity and the S&P Really Hates You
01:02:17 • 1min
24
The Constraint Framework, Harry.
01:03:46 • 6min
25
Do You Think the Russian Russia, Ukraine Conflict Is an Investmentable Idea?
01:09:19 • 4min
26
Are You an EU Member or Not?
01:13:17 • 3min
27
Top Traders Unplugged - Part 1
01:16:24 • 3min