Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
The State of the Financial Markets
02:03 • 6min
The Bond Vigilante Bubble in 0708 - What's the Risk?
07:53 • 4min
Is Twitter Going to Be Sold Into the Secondary Market?
11:25 • 2min
The 60 40 Portfolio Is the Worst Performance in 100 Years
13:53 • 3min
Is There a Trade There?
16:33 • 5min
Is the Bond Market a Smart Money?
21:07 • 5min
Bond Vigilantes Will Be Back, but They Will Focus on Credit
26:01 • 3min
Bitcoin
28:32 • 5min
Bitcoin Is Better Sound Money Than Gold
33:24 • 3min
Is the Real Estate Market a Symptom of an Illiquid Market?
36:35 • 5min
Credit Suisse
41:57 • 4min
The Bond Market Is Holding Their Breath, Right?
45:37 • 5min
The US Treasury Debt Spirale Is Not a Zombie Country Anymore
50:58 • 5min
Bitcoin
55:37 • 3min
Bitcoin Is Less Risky Now Than It Was in 2016
58:43 • 4min
Are We Going to See a Bust in the Junk Bond Market?
01:02:21 • 5min