Coiled Spring & Defensive Value (guests: Lyn Alden, Kuppy)

1

Introduction

00:00 • 4min

2

Is the Economy Getting Harder?

04:08 • 4min

3

Are Fed Rates Going to Cause the Economy to Roll Over?

08:18 • 3min

4

Financial Repression in Emerging Markets

11:34 • 4min

5

Are We Achieving What We Wanted to Achieve?

15:51 • 6min

6

Private Debt

21:42 • 6min

7

What's the Future of the Fed?

27:35 • 5min

8

The Growth of Value Trade

32:43 • 4min

9

What's the Marginal Buyer?

37:08 • 2min

10

Are We Going to Be at the Margin for Sale for a Long Time?

39:13 • 4min

11

The Bank of Brazil, Is It Likee?

43:29 • 2min

12

Is It a Coiled Spring in the Emerging Market?

45:33 • 6min

13

The Herin Another Leag Len, Why Do You Tell People About Your Service?

51:25 • 3min

14

Oil Prices Going Higher, Is That a Consensus?

54:23 • 2min

15

Oil Futures - Is There a Supply Response?

56:35 • 4min

16

Is Oil the Wrecking Ball That's Going to Fuck Up Every Other Cue Sip?

01:01:00 • 4min

17

Yeah, It Just Goes No Bit

01:05:07 • 2min

18

What if Facebook Stops Growing?

01:07:05 • 4min

19

The Fed Can Be Forced to Do Something Absotly Crazy

01:10:52 • 3min

20

Home Building Stocks

01:13:45 • 2min

21

What's Thi Imbol?

01:15:32 • 3min

22

Is This Really a Great Product?

01:18:28 • 3min

23

Top 3 Things to Watch in the Bond Markets

01:21:40 • 5min

24

I Don't Think It's Going to Impact the Equity Markets.

01:26:10 • 5min

25

Is There Room for Real, Genuine Buying to Come In?

01:30:43 • 5min

26

Is Apple the Reason That Facebook Spooked Everyone?

01:35:29 • 2min

27

The Aset That Shall Not Be Named

01:37:55 • 5min

28

Oil Stocks - Is the Barrel Eyes Out?

01:42:39 • 2min

29

The Duke and Duke

01:44:54 • 4min

30

Trade Smaller With Wider Stops

01:48:54 • 5min

31

Comacks Increased Margin Requirements on Crude Oil

01:53:49 • 4min

32

Credit Spreads

01:58:18 • 3min

33

The Fish, You Have to Go to the Concert to Really Be a Fish Fan

02:01:44 • 4min

34

I Love Twitter, I Love It, I Like It

02:06:05 • 4min

35

Paman and Tommy

02:10:21 • 5min