Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 3min
The Market's Momentum Is Still Strong
02:37 • 3min
The Fed's Higher Real Rates and the Housing Market
05:38 • 4min
The Importance of Relative Sentiment in the Markets
09:31 • 2min
The Importance of Relative Sentiment in a Portfolio
11:34 • 2min
How to Track Institutions' Performance in the Financial Markets
13:48 • 4min
The Market's Rebalancing Cycle
18:12 • 3min
The Spread of Relative Sentiment
21:14 • 4min
How to Form an Equity Worldview
25:20 • 4min
The Dollar and the Risk Sentiment
29:20 • 3min
The Importance of Positioning Data
32:45 • 2min
The Ensemble Method for Getting Four Indicators
34:36 • 3min
The Equity Bond Correlation
37:18 • 3min
What Is the Trend of the Markets Doing Well in Japan?
40:07 • 5min
How to Overwait the Regions to Add Value
44:42 • 1min
How to Position Your Stocks in the Options Market
46:01 • 3min
The Role of Institutions in the Markets
49:07 • 3min