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 26 27 28 29 30 31 32 33 34
Introduction
00:00 • 2min
The Importance of Matching Assets to Liabilities
01:53 • 2min
Silicon Valley Bank Loses a Lot
03:26 • 4min
The Contagion Effect: A California Regional Thing
06:58 • 4min
The Final Capitulation of the VIX
10:48 • 3min
The Problem With Regional Banks
13:20 • 3min
How to Be a Successful Co-Op Banker
16:01 • 2min
The Consequences of a Bailout
17:39 • 2min
How to Maintain a Moral Hazard in Silicon Valley
19:33 • 2min
How to Set Up FDI Insurance in a Bankruptcy
21:41 • 4min
The Risk of Interfering Too Many Times in the Market
25:50 • 2min
How to Survive the Market
27:39 • 2min
The Importance of Time in Ergoticity Economics
29:55 • 2min
The Role of Behavior in Value Investing
32:06 • 2min
The Pirates of Finance
33:55 • 2min
The Bank of Japan and the Non-Monetary Collapse
36:05 • 2min
The Courage to Act
38:02 • 3min
The Importance of Gold in the Future
40:45 • 3min
The Importance of Physical Gold in the After Period
43:36 • 2min
The Invincible Industrials
45:07 • 3min
Buffett's Approach to Ergodicity
47:48 • 4min
The Importance of Protecting Your Business From Competition
51:21 • 3min
The Importance of Sub-Market Returns
54:21 • 2min
The Importance of Patience
55:58 • 3min
The Conundrum of Fortitude
58:33 • 2min
The Importance of Focusing on the Topical
01:00:39 • 3min
How to Manage Your Shiny Object Syndrome While Waiting on Funds to Pay Out Over Time
01:03:53 • 2min
How to Survive the Collapse of the Stock Market
01:05:41 • 2min
The Invincibles
01:08:02 • 2min
The Future of Commodity Business
01:09:56 • 2min
How to Invest in Value
01:11:38 • 2min
How to Survive Your Own Mistakes
01:13:53 • 5min
The Importance of Surviving
01:18:52 • 3min
How to Achieve Value After Hours
01:21:46 • 4min