Chapters
Transcript
Episode notes
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Introduction
00:00 • 3min
What Are Your Thoughts, Doc?
02:35 • 2min
Do You Want an English Speaking Tour Guide for the Louvre?
04:31 • 2min
The Mona Lisa Is a Big Deal
06:07 • 2min
Is Da Vinci the Most Well-Recognized Artist?
08:13 • 4min
Can China Move Away From Business?
12:23 • 2min
The Year of the Rabbit
14:04 • 2min
Is China's Reopening a Meme?
15:37 • 3min
China's COVID Situation - It's Bigger Than That, Right?
18:20 • 2min
Is the Fed in Data Dependent Mode?
20:50 • 2min
What's the Biggest Rally in January?
23:16 • 3min
What Are the Green Arrows in the S&P 500?
25:47 • 2min
Is the Pendulum Swinging Fully the Other Way?
27:25 • 5min
Are We in a Recession?
32:13 • 2min
What Is the Right Valuation Multiple?
34:08 • 2min
Are We Going to Have a Recession?
36:37 • 3min
The House of Creation on the Womovon
39:24 • 3min
Are You Hiring Top Graduate Students From the Top Universities?
42:00 • 2min
Are You Serious? You Killed Him. I Already Started Late?
43:47 • 2min
What Does the Price Tell You?
45:46 • 2min
China a Shares Reaction to Negative Western Headlines Might Surprise You
47:26 • 2min
The Stock Market Is Up 7% Today Going Into Earnings
49:15 • 2min
What's Going to Happen in China?
51:44 • 3min
Chinese Stock Market
54:49 • 2min
How Long Is the Correlation Between Corporate Earnings and GDP?
56:47 • 2min
How to List Your Business in Emerging Markets?
58:27 • 4min
Is There Fear in a Country Like India to Blow the Whistle on Something Like This?
01:02:24 • 2min
Hindenburg
01:04:19 • 2min
Are Indian Stocks Buying Opportunities Away From Adani?
01:06:38 • 2min
Apple's Mixed Reality Headset Could Suffer Longer Than You Think
01:08:47 • 2min
Oculus Is Going to Be Like a Pair of Cool Glasses
01:11:16 • 4min
What Makes Me Depressed or Excited?
01:15:44 • 2min
How Did You Get Hooked on Wertle?
01:17:49 • 3min
Did He Have Fun?
01:21:00 • 2min