The Market Huddle

Algorithms for Life (guest: Jim Leitner)

Jan 14, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
The Gamemaster - Zero Doesn't Win, and Probability Matching
03:29 • 4min
3
The Fed's Conscious of That, Right?
07:04 • 2min
4
The Fed Wants to Slowly Move Real Rates Back to Neutral, OK?
08:36 • 2min
5
The Fed Is Not Dominating the Market, Right?
10:42 • 3min
6
The Federal Reserve Is Too New to the Stock Market?
13:53 • 2min
7
Wall Street Thinks Everything Needs to Be Done Now
15:58 • 2min
8
The Stock Market Is Going Up 80 % Over 30 Years
18:06 • 3min
9
How Much Can You Lose With Long Dated Call Options?
21:02 • 2min
10
Is the Market Getting Smarter About Calls?
22:34 • 2min
11
Soft Bank - Should You Replace Your Long Stock With Call Options?
24:16 • 2min
12
Longer Dated Volatility
25:57 • 3min
13
Volatility Is Too Cheap, Too Expensive
28:32 • 3min
14
Is the Fed Trying to Slow the Economy Down?
31:20 • 4min
15
Stock Market Volatility
35:23 • 4min
16
The Bits in the Sky
39:51 • 2min
17
Cryptocurrency Is a Great Optional Asset
41:42 • 4min
18
The Market Cap of the Theorium Will Go Back to Zero?
45:32 • 2min
19
Investing in Cryptocurrency
47:30 • 2min
20
Are You a Passive Investor?
49:29 • 3min
21
Are You Trying to Beat Cash?
52:00 • 2min
22
Columbia University's Climate Forecasting Centre Helps Farmers Around the World
54:07 • 2min
23
Jim Lightner's Story Is a Little Bit of an Embarrassment
56:06 • 3min
24
How Many Should You Interview?
59:25 • 2min
25
How Many Different Ways Can You Interview Three Candidates?
01:01:13 • 4min
26
How Much Time Should I Spend During Research?
01:05:15 • 6min
27
Is the Market Not Taking It Serious Enough?
01:10:45 • 3min
28
I'm Long Yen Calls, and I Love That Trade
01:13:35 • 2min
29
What's the Cape in Japan?
01:15:36 • 2min
30
Algarythms for Life - A Great Book
01:17:23 • 2min
31
The Bond Market Continues to Be Interesting
01:19:24 • 2min
32
The Top Three Bonds for Next Week
01:20:59 • 3min
33
Uro - Is This a New Move in the Uro?
01:23:51 • 4min
34
Is There a Correction in the Fangs?
01:27:49 • 2min
35
Amazon
01:29:55 • 5min
36
Oil Is Going Out of Their Hees Is Crazy.
01:34:53 • 2min
37
Long Term Investors
01:36:33 • 3min
38
Uranium Is Still a Catalist
01:39:13 • 4min
39
Is China Going to Stimulate the Emerging Markets?
01:43:17 • 5min
40
Energy
01:47:56 • 2min
41
Skin in the Game
01:49:59 • 2min
42
How Do Dealers Hed Short Option Positions?
01:51:56 • 5min
43
Is There a Benchmark to the S M P 500?
01:56:54 • 2min
44
Bench Marking Is More for Portfolio Building Than Trading
01:58:55 • 5min
45
Do You Own Gold Stocks?
02:03:27 • 2min
46
I Don't Know What to Do With Them.
02:05:29 • 2min
47
The Best Beer in the World
02:07:36 • 4min
48
I'm Not for It. And Thekidt the Canadian Actor, Io, What's Her Name?
02:11:56 • 2min
49
Are You Stuck in Houston?
02:13:58 • 5min