Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 3min
Is There a Clear Link Between Knowledge, Effort and Outcome?
02:34 • 2min
Is There a Corollary in History?
04:33 • 2min
What Are the Differences Between Now and the 1970s?
07:02 • 4min
Is There a Correlation Between Stocks and Treasuries?
11:04 • 4min
The Money Supply Versus Supply Chain Disruption as Narratives Explaining Inflation
15:30 • 5min
Is There a Correlation Between Money Supply and Inflation?
20:18 • 4min
Is There a Case for Inflation?
24:39 • 5min
The Wealth Effect in the Stock Market
29:09 • 5min
Is the Housing Market Overvalued?
33:40 • 3min
Is There a False Positive in Your Systematic Analysis?
36:38 • 3min
Is There a Tilt in the Markets?
39:54 • 5min
The Relationship Between Treasuries and ETFs in High Volatility Regimes
44:42 • 5min
Is There a Gold Breakout?
49:59 • 2min
The Case for Owning Gold Is Strong
52:21 • 5min