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
Introduction
00:00 • 3min
The Dot Collector
03:09 • 3min
Bridge Water Investments - The Biggest Growth Opportunity of Your Career
06:01 • 2min
The Edges Are Much Less Than Ever Before
08:15 • 2min
Do You Think Technology Has Made It Much More Difficult to Get an Edge?
10:12 • 3min
What's the Fourth Pillar of Growth?
13:00 • 5min
Is the Fed a Participant?
18:25 • 3min
The Treasury General Account
21:01 • 3min
Is That Really How the Treasury Gets Through COVID?
23:35 • 2min
What Is the Reverse Repo Facility?
25:13 • 5min
The Choice to Issue Riskier Long Term Securities
29:55 • 2min
Is the Fed Really Deserving of This Impact?
32:19 • 2min
Does She Use the Lever?
34:22 • 2min
Is a Treasury Auction an a or an S?
36:27 • 5min
What Are Your Views on the Stock Market and Bond Market?
41:21 • 3min
Is the Short-Term Interest Rate Market Pricing Different From the Equity Market?
44:39 • 3min
Higher for Longer - Is That a Goal?
47:31 • 3min
Is the Bond Market Always Leading the Equity Market?
50:36 • 3min
Is the Federal Reserve Credible?
53:10 • 2min
How to Make Money as a High Net Worth Wealthy Investor
55:31 • 2min
The 6040 Portfolio, Number One Is Exposed to Rising Growth
57:35 • 3min