Inflation Is Popping The Biggest Asset Bubble Of All Time

1

Introduction

00:00 • 3min

2

What I Learned About Cantus Capital

02:33 • 5min

3

Is It Possible That the Fed Will Turn Hawkish on Oil?

07:45 • 2min

4

The Fed Is Going to Stay Hawkish for Much Longer Than Most People Think

09:57 • 5min

5

Equity Long Short Strategies - What Are They?

15:04 • 5min

6

Convertible Bonds Made So Much Money

20:19 • 2min

7

The Row Hedge

22:48 • 3min

8

Then I Had a Massive, Massive Short in Fanny May, Sub Paper as My Row Hedge for My Convert Portfolio

26:13 • 3min

9

The Federal Reserve Is Going to Save My Crypto?

29:15 • 2min

10

The Fed Is Always Going to Come Back, Right?

30:55 • 6min

11

The Fed's Quantitative Easing Is Not Inflationary

36:37 • 6min

12

Is the Price of Oil Going Up?

42:07 • 5min

13

Europe's Natural Gas Dependency Is Far Greater Than the Oil Dependency

46:56 • 2min

14

What's the Biggest Black Swan Event?

49:17 • 2min

15

The Export Band Was Lifted - Is That Really What We Need?

51:29 • 5min

16

Petroleum

56:38 • 3min

17

The Power of Capacitors for Inflation

59:10 • 4min

18

How Does the Value of the Network Translate to Cash Flows?

01:02:50 • 6min

19

The Supply in Elasticity Argument Might Be Bullish Price, but It's Barish Adoption

01:08:31 • 5min

20

Is There a Cap on Cryptocurrency?

01:13:28 • 4min

21

The Long Term Headwinds for Cryptocurrency - Is There a Trade Off Between the Toconomics and the Economics?

01:16:59 • 1min

22

Real Options Versus Financial Options

01:18:15 • 6min

23

The Business to Reality Risk of the Bankruptcy

01:23:54 • 3min

24

Are You Not Locking in Yield?

01:26:25 • 2min

25

Michael a Sailor, You're in His Shoes, You Would Be Losing Sleep at Night

01:28:49 • 4min

26

The Earliest That a Microstrategy Owes on Its Debt for Its De Maturity Schedule Is 20 25

01:33:14 • 2min

27

Is the Short Put a Big Problem?

01:35:36 • 2min

28

A, Michael, Can We Also Disclose Your Position in Microstrategy?

01:38:00 • 4min

Inflation Is Popping The Biggest Asset Bubble Of All Time | Michael Kao