Financial Options: Tim Travis on value, options and financials with Tobias Carlisle on the Acquirers Podcast

1

Introduction

00:00 • 2min

2

Investing in a Market Like This

02:27 • 2min

3

Is the Market Being Inflated?

04:09 • 5min

4

Is That a Risk Adjusted Return?

08:45 • 2min

5

Is It Transitry or Stayeanhe Mantom Inflation?

10:34 • 3min

6

Is Inflation Good for Value?

13:13 • 2min

7

Bankruptcy in Puerto Rico

15:17 • 5min

8

Is That a Fixed Income Sirrigat?

19:50 • 5min

9

I'm Not a Big Fan of Investing in Chinese Stocks

24:54 • 2min

10

Is Credit Sweets a Good Investment Bank?

27:18 • 2min

11

How Do You Find These Opportunities?

29:40 • 4min

12

How Do You Think About Sizing Options Positions?

33:42 • 3min

13

The Fed Can Keep Buying Bonds?

36:39 • 3min

14

Those Are Great Businesses, I Mean, It's Night and Day Difference.

39:47 • 2min

15

How Do You Weather the Volatility Store Mand?

42:05 • 2min

16

Is There a Risk of Inflation?

43:55 • 2min

17

Is the YEA Here to Stay?

45:57 • 2min