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 35 36 37 38 39 40 41 42 43 44
Introduction
00:00 • 4min
Simplify Asset Management
04:28 • 3min
The Solomon Brothers Arbitrage Desk and the Mortgage Guys
07:40 • 3min
How to Trade a Mortgage Bond?
10:40 • 3min
The Monroe Trader
14:00 • 2min
When Did the S and L Crisis Come to a Head?
16:22 • 3min
The Government's Trying to Save the S
19:16 • 2min
The Book of Teil Book, Is the Conversion Factor Book, and It Makes a Difference
21:26 • 2min
The Convexity of a Bond
23:31 • 4min
How to Buy and Sell Futures
27:30 • 3min
Fixed Income Futures
30:01 • 2min
Bond Options Trading
31:34 • 2min
What's the Difference Between a Wolf of Wall Street and a Decapri?
33:46 • 2min
Isda
35:33 • 2min
What Is the Volatility Curve?
37:42 • 4min
Is This the Time for to Hedge Some of Your Intrastory Risk?
42:01 • 2min
Do You Think Rates Are Going Up?
43:43 • 4min
Are We on the Start of a Tightening Cycle?
47:25 • 5min
Is the Fed Going to Peg the Long End of the Curve?
52:04 • 3min
The Fed Wants Inflation, and You Get Out of Debt by Default?
54:40 • 2min
Can You Get Higher Rates, Lowly, but Quickly?
56:33 • 4min
Do You Think Rates Are Going to Go Up?
01:00:26 • 2min
The Market Is Underestimating the Probability of a Real Inflation
01:02:09 • 3min
Stacks Benefit From Inflationary Environments
01:05:00 • 2min
What's Been the Highlight of All the Different Trips?
01:06:42 • 2min
What's the Magic Crawl?
01:08:27 • 4min
The Top Three Things to Watch This Week
01:12:01 • 3min
Will Opex Leave It as a Quieter?
01:15:07 • 4min
Is the U.S. Dollar Going Up?
01:18:50 • 4min
Is Tas Still Very Weak?
01:23:02 • 2min
The Stocks Have Done Well, and I Don't Understand It, Patrick T.
01:25:21 • 2min
How to Pull That Up Quickly?
01:27:29 • 5min
The Tart Bill
01:32:52 • 5min
Bond Trading - Skin in the Game
01:37:26 • 4min
Is Us O Tracking the Price of Oil?
01:41:44 • 4min
Trade Options, You Can Limit Your Loss
01:45:58 • 5min
Is Oil Going to a Hundred Hundred Dollar Barrel?
01:50:59 • 5min
How to Use the Crowding to Your Advantage
01:55:37 • 2min
How to Abandon or Reduce a Trading Theme
01:57:58 • 5min
What if I'm Wrong?
02:02:28 • 2min
The Market Huddle - Is There a Solution?
02:04:29 • 3min
Jim Grant, Rob Cotman Acoten, and Casper Mattresses
02:07:06 • 6min
Lena's Bachelor Party
02:12:47 • 5min
I'll Let You Have Fun, or We Will Not
02:18:16 • 2min