Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 4min
The Debt Ceiling Standoffs
04:28 • 4min
The Risk of Default in US Treasuries
08:57 • 3min
The Cost of Hedging a Stock Portfolio
11:54 • 5min
The Future of the US Stock Market
16:37 • 2min
The Future of the Bond Market
18:53 • 2min
The Future of Investment in Emerging Markets
20:57 • 2min
The Future of Returns
23:07 • 2min