The Market Huddle

Algorithms for Life (guest: Jim Leitner)

Jan 14, 2022

02:19:24

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Episode notes

The Market Cap of the Theorium Will Go Back to Zero?

01:58

Is the Market Getting Smarter About Calls?

01:42

The Federal Reserve Is Too New to the Stock Market?

02:06

Introduction

3min

The Gamemaster - Zero Doesn't Win, and Probability Matching

4min

The Fed's Conscious of That, Right?

2min

The Fed Wants to Slowly Move Real Rates Back to Neutral, OK?

2min

The Fed Is Not Dominating the Market, Right?

3min

The Federal Reserve Is Too New to the Stock Market?

2min

Wall Street Thinks Everything Needs to Be Done Now

2min

The Stock Market Is Going Up 80 % Over 30 Years

3min

How Much Can You Lose With Long Dated Call Options?

2min

10.

Is the Market Getting Smarter About Calls?

2min

11.

Soft Bank - Should You Replace Your Long Stock With Call Options?

2min

12.

Longer Dated Volatility

3min

13.

Volatility Is Too Cheap, Too Expensive

3min

14.

Is the Fed Trying to Slow the Economy Down?

4min

15.

Stock Market Volatility

4min

16.

The Bits in the Sky

2min

17.

Cryptocurrency Is a Great Optional Asset

4min

18.

The Market Cap of the Theorium Will Go Back to Zero?

2min

19.

Investing in Cryptocurrency

2min

20.

Are You a Passive Investor?

3min

21.

Are You Trying to Beat Cash?

2min

22.

Columbia University's Climate Forecasting Centre Helps Farmers Around the World

2min

23.

Jim Lightner's Story Is a Little Bit of an Embarrassment

3min

24.

How Many Should You Interview?

2min

25.

How Many Different Ways Can You Interview Three Candidates?

4min

26.

How Much Time Should I Spend During Research?

6min

27.

Is the Market Not Taking It Serious Enough?

3min

28.

I'm Long Yen Calls, and I Love That Trade

2min

29.

What's the Cape in Japan?

2min

30.

Algarythms for Life - A Great Book

2min

31.

The Bond Market Continues to Be Interesting

2min

32.

The Top Three Bonds for Next Week

3min

33.

Uro - Is This a New Move in the Uro?

4min

34.

Is There a Correction in the Fangs?

2min

35.

Amazon

5min

36.

Oil Is Going Out of Their Hees Is Crazy.

2min

37.

Long Term Investors

3min

38.

Uranium Is Still a Catalist

4min

39.

Is China Going to Stimulate the Emerging Markets?

5min

40.

Energy

2min

41.

Skin in the Game

2min

42.

How Do Dealers Hed Short Option Positions?

5min

43.

Is There a Benchmark to the S M P 500?

2min

44.

Bench Marking Is More for Portfolio Building Than Trading

5min

45.

Do You Own Gold Stocks?

2min

46.

I Don't Know What to Do With Them.

2min

47.

The Best Beer in the World

4min

48.

I'm Not for It. And Thekidt the Canadian Actor, Io, What's Her Name?

2min

49.

Are You Stuck in Houston?

5min

In this episode, Patrick Ceresna and Kevin Muir welcome back to the show, legendary investor Jim Leitner. They have a fascinating discussion about how Jim sees the markets today. He’s definitely changed his tune from the last time he was on the show – believing the Fed has gone from being a tailwind at your back, to a headwind in your face. Jim explains how he is adjusting his portfolio for this new environment.

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