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