Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
Invictus Research Analyst Mike Singleton
01:45 • 2min
Invictus
04:15 • 2min
Is There a Flow, but Global Decline?
06:18 • 4min
Is the Yield Curve Inversion a Strong Signal?
10:33 • 4min
Credit Spreads Are Not Giving the Same Signal of Recession Yet
14:23 • 5min
Active Management Is Going to Have a Good Decade
19:34 • 2min
What Are Your Thoughts on Currency Movement?
21:16 • 4min
Is There a Difference Between Active and Defensive?
24:46 • 3min
CFA Exams - Is the CMT the CFA?
27:18 • 2min
Is the Cycle About to Change?
28:50 • 4min
What Do You Think People Get Wrong About the Current Macro Environment?
32:36 • 4min
Is the Bear Market Really Not Over in Real Terms?
36:24 • 3min
The Single Role of the Die
39:09 • 2min
Is the Bear Market Over?
41:00 • 3min