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
Introduction
00:00 • 3min
Ada BTC Ratios Around 1400
02:34 • 2min
Trades Versus Investments
04:10 • 2min
How Much Leverage Should I Use?
05:57 • 2min
What Happens When You Have a Pivot?
07:40 • 2min
Pivot
09:22 • 2min
The Growth Bucket
11:13 • 2min
Is Coin a Better Way to Get Exposure to Crypto?
13:22 • 2min
Coinbase
15:02 • 2min
ETH Wins and Coinbase Loses
16:33 • 3min
Cryptocurrency - I'm a Crypto Investor
20:01 • 2min
I Haven't Sleeped in Days. Thank You, Jesus. I Really Need That
21:54 • 2min
Nika Whiskey Coffee Grain
23:27 • 2min
I Don't Know Money on Friday
24:59 • 2min
Silicon Valley Bank Is Dead, Right?
26:33 • 2min
Is the Fed Backstop Good for Liquidity?
28:17 • 2min
The Fed Is Providing a Backstop to Banks, Right?
30:10 • 2min
Shadow Banking Sector
32:04 • 2min
Is That What I'm Scared Of?
34:10 • 2min
Office Commercial Real Estate Is Fucking Dog Shit
35:42 • 2min
Is There a Government Backstop to Those Losses?
37:40 • 2min
Is This a Blip or Is This Actually Restricted?
39:18 • 2min
The Market Is Pricing 50 Bips Raise, Is That Bearish?
41:08 • 3min
What Does He Care About the Three Month Trend Annualized?
43:45 • 2min
Is There a Recession Coming?
45:26 • 3min
Is the Reverse Repo Still Over Two Trillion?
48:03 • 2min
Is There Liquidity on the Cryptocurrency Side?
50:02 • 2min
Eth
52:18 • 2min
What Are You Doing Right Now?
54:19 • 5min
Silicon Valley Bailing Out
59:25 • 3min
Why Are We Not Celebrating Innovators?
01:02:23 • 2min
The Banks Got Bailed Out, Right?
01:04:19 • 3min
The FDIC Insurance Is Not Enough for a Small Business
01:06:55 • 2min
Do We Support Innovation in This Country?
01:09:06 • 2min
The CFA Has Not Seen the Big Short
01:10:45 • 2min
Why Do Rating Agencies Exist?
01:12:31 • 2min