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
Introduction
00:00 • 2min
What's Happening Today?
01:49 • 4min
FTX
06:02 • 2min
We're Going to Be in a Different Phase of This Cycle, Right?
07:42 • 6min
Is Elon Musk Going to Buy Twitter?
13:43 • 5min
The Supanji Scheme - What's the Risk?
18:55 • 2min
Is There a Systemic Risk Isolated Within Crypto?
21:00 • 4min
The Fed Is a Vendor
24:41 • 4min
The Week 10 Pick of the Year - Tennessee Titans
28:24 • 4min
I Connections - The World's Largest Capital Introduction Platform
31:54 • 5min
The CFA Scholarship - I Don't Think I'd Be Here Today
36:25 • 2min
The Biggest Fear of the Ultra Rich
38:32 • 2min
Is There a World of Lower Returns?
40:05 • 2min
What Do You Think Will Happen When S&P Earnings Stop Moving Lower?
41:51 • 3min
Is There a Relief Rally in Valuations?
45:10 • 2min
The S&P Multiples Rally
47:34 • 3min
The Most Liquid Market in the World
50:07 • 4min
The Best Driver of Multiples on Earnings Estimates
54:17 • 2min
Is Equal Weight a Better Solution?
56:33 • 4min
Stock Picking
01:00:31 • 2min
The Cycles Are Accelerating - Is Value Going to Be the Leader?
01:02:22 • 2min
The Impact of the Dollar on Value Versus Growth International Versus Us
01:04:28 • 3min


