Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43
Introduction
00:00 • 5min
The Unease of the Equity Market
05:25 • 4min
The Slow Response to the Global Pandemic
09:03 • 4min
The Importance of Smoking in Italy
13:32 • 2min
Trump's Tweets About the Wuhan Virus
15:22 • 3min
The Supply Chain Shock: A Global Synchronous Demand Shock
18:00 • 5min
The Domestic Consequences for Xi
22:39 • 2min
China's 10 Year Constituency in the Broader World Has Been Irreversibly Undermined
24:54 • 3min
The Effects of Hydrochloroquine on Malaria
28:01 • 2min
The Effects of Hydroxychloroquine on Infectious Diseases
29:39 • 2min
The Pros and Cons of Hydroxychloroquine
31:56 • 2min
Why Aren't We Hearing About This?
33:29 • 4min
The Importance of Listening to Your Doctor
37:12 • 2min
The Future of Antiviral Solutions
38:45 • 4min
The Importance of Social Distancing in 2020
42:24 • 2min
The Importance of Containment in the US
44:50 • 4min
The Effects of Regime Change on Social Behaviors
48:41 • 3min
The Importance of Hard Lockdowns
51:48 • 2min
The Importance of Schools in Australia
54:17 • 2min
The Australian Economy: A Short, Sharp Depression?
56:14 • 2min
Bondar Junction: The Future of Australia's Economy
58:19 • 2min
The Aussie Housing Market Will Bounce Back Strongly
01:00:07 • 2min
The Importance of Government Bonds and Bonds in the Economy
01:01:54 • 4min
The Fed's Intervention in Inflation
01:06:14 • 4min
The Fed's Fiscal Policy Responses to the Global High Yield Market
01:10:30 • 4min
The Aussie Housing Market in a Rolling Drawn Out Lockdown
01:14:26 • 3min
The Importance of Normalization of Interest Rates
01:16:58 • 6min
The Australian Housing Bubble
01:22:36 • 3min
The Coronavirus in Australia
01:25:54 • 2min
The 1% Probability Case for Panic in Real Estate
01:28:16 • 2min
The Fear Slash Community Driven Lockdown
01:30:04 • 2min
The New Tsunami of Listed Investment Trucks
01:32:25 • 5min
The Imperfections in Human Decision Making
01:37:09 • 3min
The Importance of Predicting the Actions of Others
01:40:24 • 3min
The Paradox of Financial Market Volatility
01:43:03 • 2min
The Importance of Conviction in Asset Pricing
01:45:09 • 2min
The Private Me and the Public Me
01:47:34 • 2min
The Importance of Pricing Hybrids
01:49:32 • 2min
The Value of Conviction in Forecasting
01:51:34 • 4min
The Importance of Time Stamping Your Track Record
01:56:03 • 5min
The Coronavirus and the Effect of Technicals on Bond Prices
02:00:57 • 2min
The Role of the Central Bank in Liquidity
02:02:47 • 5min
The RBI and the Liquidity Crisis
02:08:07 • 3min