Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
The Perfect Contrarian Opportunity
02:36 • 6min
Is the Consensus Bullish or Bearish?
08:33 • 6min
Is There a Recession?
14:17 • 5min
The Contrarian Position Is to Take More Credit Risk
19:45 • 4min
Getting Value and Momentum Right at the Same Time
23:20 • 2min
Seeing What's Next, Using Theories of Innovative Education to Predict Industry Growth
24:52 • 5min
The Insiders Guide - Money for the Rest of Us Plus
29:55 • 3min