Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
A Brief Introduction to the Concept of Bubbles
02:13 • 5min
What Is an Anti Bubble?
07:04 • 5min
Is Covid Going to Be a Lethal Death Machine in Five Years?
12:21 • 3min
What's Going on in the Stock Market?
15:00 • 4min
Is It Hard to Take the Other Side of That Trades?
18:40 • 4min
Why Didn't Some Index Funds Buy Tesla?
23:09 • 3min
Emerging Market Value Screens Very Well, You Know, on Both Axis
25:58 • 4min
What's the Fair Relative Valuation?
29:30 • 2min
Is China Going to Continue Down a Maoist Path?
31:31 • 2min
What's the Crazyest Thing You Saw This Week?
33:42 • 5min
I'm Going to Guess Three Thousand Bucksha, Ha, Ha.
38:52 • 4min