Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 5min
Why You Shouldn't Buy and Hold Bonds
04:54 • 3min
How Much Money Do You Need to Retire?
08:17 • 5min
Elon Musk and Cambria Asset Management
13:25 • 2min
Startup Investing
15:23 • 3min
The Power of Private Markets
18:50 • 3min
Why You Shouldn't Build Complex Portfolios
21:40 • 2min
Why Individual Investors Want to Flex the Enemy?
24:09 • 5min
Investing in the 401k Space
28:53 • 4min
Why Is Passive Investing Driving Higher Valuations?
32:46 • 4min
The Key Difference in Money
36:18 • 4min
The Importance of Thinking Probabilistically
40:41 • 4min
The Dealer Flow Dynamics
44:33 • 5min
Why Do We Need More Money to Maximize to the Meme?
49:06 • 2min
Is There a Populist Wave Coming?
51:26 • 4min
Is There a Recession?
55:43 • 3min