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
Introduction
00:00 • 2min
The Deja v of the Stock Market
02:04 • 2min
The Inversion of the US Yield Curve
04:20 • 2min
The Yield Curve Inversion
06:11 • 2min
How to Keep Bullish in the Market
07:41 • 2min
AMD's Subpar Quarter
09:50 • 1min
The VIX Just Goes Below 13 for the First Time
11:20 • 3min
The Fed's Lag Effect on the Stock Market
13:58 • 2min
The NASDAQ's 3rd Straight Down Day
15:49 • 2min
The Battle for AMD's Shares
17:25 • 2min
Tesla: The Prospect of USD Coupling
19:21 • 2min
The Zero Days to Expiry Option
21:17 • 3min
Tesla's Backlog and Wait Times
24:00 • 3min
The Cleanup of the SPAC Audit Industry
26:43 • 1min
The Death Knell for the Company
28:12 • 2min
The Volatility of Bitcoin
30:09 • 2min
The Man Who Picked This Question From Grady Kendrick
31:48 • 2min
How to Capitulate on Price
34:08 • 3min
The Huckleberry of the Alternative Investment Industry
36:40 • 2min
The Future of Finance
39:06 • 2min
The Power of the Sell Side
40:38 • 2min
The Bearish Position on the S&P 500
42:57 • 2min
The History of Breath Broadening Out
44:51 • 3min
The Negative Connotation of Housing Rates
47:56 • 2min
The Worst Time to Buy Home Builders
49:36 • 2min
The Greatest Hits of 2008
51:11 • 2min
The Recession Is Playing Out
53:20 • 3min
The Importance of History in Market Cycles
56:42 • 2min
The Bullish Narrative of a Rolling Recession
58:52 • 2min
The Importance of Dialing Up Risk
01:00:36 • 2min
The Doomsayers Are Wrong
01:02:13 • 3min
How to Allocate Your Money to the Right Sectors
01:05:35 • 2min
The Short End of the Curve Is Where We Think Things Are Going to Be
01:07:20 • 2min
How to Make Money in the Stock Market the Second Half of This Year
01:09:02 • 2min
The Concentric Circles of Risk
01:10:51 • 3min