Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 3min
How to Manage Cash After Selling Fixed Income Exposure
03:05 • 2min
The Bullish Fundamentals for Commodities
04:42 • 2min
The Benefits of Investing in Commodity Stocks
06:25 • 2min
The Fed's Bias to Inflation
08:54 • 3min
The Fed's Embrace of Inflation
12:16 • 3min
The Effect of Fed Policy on the Real Economy
15:02 • 3min
The Parallels to the Dot-Com Bubble
17:59 • 4min
The Importance of Center Fin in the Financial Markets
21:41 • 4min
The Importance of Diversifying Your Portfolio
25:15 • 5min
The Role of Distress Funds in the Markets
30:27 • 2min
How to Choose the Right Investor for Your Business
32:42 • 2min
The Impact of Hedge Fund Positioning on Markets
34:41 • 5min
The Effect of the COVID Crisis on Investments
39:17 • 2min
The Role of Centerfence in Avoiding Behavioral Mistakes
41:08 • 4min
The Importance of Tactics in the Market
44:47 • 6min
The Importance of Investing Clients in Crypto
50:21 • 2min
The Risk Reward of Macro Hedge Funds
52:30 • 5min
The Dollar Is a Rocket Ship
57:49 • 2min
The Future of Emerging Markets
59:59 • 3min