

Lily Francus and Jesse Livermore — Understanding Financial Bubbles (EP.91)
Feb 14, 2022
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
Introduction
00:00 • 3min
How Do We Know if We're Talking Bubbles?
03:16 • 4min
Is Liquidity Linked to the Sustainability of Bubbles?
07:20 • 3min
The Value of Anything, of Any Asset Class
10:37 • 5min
The Market Operates Off of Extrinsic Value
15:30 • 3min
Is There a Lever in the Market?
18:47 • 3min
Is Leverage Creating a Bubble?
21:29 • 6min
What Is a Bubble?
27:21 • 3min
The Collapse of Fundamental Variables in the Markets
30:21 • 5min
Is There an Arbitrage?
35:39 • 2min
Cryptocurrency Bubble
37:42 • 4min
What Is the Value of a Bit Coin?
41:51 • 2min
Is There a Mass of Short Sellers in the Market?
44:07 • 3min
Is There a Fundamental Value Versuquidity Value in Bubbles?
46:57 • 6min
The Marginal Dollar Insolvency Economy
52:30 • 2min
The Primary Risk of Leverage
54:11 • 3min
Can We Come Up With That Asset?
56:54 • 2min
The Black Shawl's Option Pricing Model
58:49 • 2min
Is There a Model That Is Real?
01:00:24 • 3min
How to Maximize Profit From the Implications of the Model?
01:03:01 • 2min
Are We in Multiple Financial Bubbles?
01:05:24 • 4min
Competence Over Accreditation
01:09:00 • 5min
I'm a Worcoholic.
01:13:33 • 2min
Are There Multiple Bubbles?
01:15:21 • 5min
Do We Have Free Will or Not?
01:20:24 • 2min
The Illusion of Free Will Is a Definable Standard
01:22:53 • 4min