

The Mother of All Bull Markets in Treasuries with Alex Gurevich
Feb 9, 2023
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
Introduction
00:00 • 2min
The Best Meals Take a Lot of Preparation
01:34 • 2min
The Debunking of the Hedge Funds
03:19 • 2min
How Are You Confronting Risk Today?
05:10 • 2min
How to Separate Risk Parity From Portfolio Allocation?
06:57 • 2min
The Risk Parity Approach
08:28 • 3min
Leverage - Is That Too Low?
11:52 • 2min
Is Your Portfolio Risk Management Called to You?
13:58 • 3min
Architect, I'm Not Taking Drawodos
16:40 • 3min
How to Allocate Your Portfolio Without Leverage
19:51 • 3min
Is There a Hierarchy of Risk and Expected Return?
23:05 • 3min
Investing in the Stock Market - What Is Orthogonal?
26:33 • 4min
How Much Do You Want to Compound Your Returns?
30:14 • 2min
How to Decipher Trends?
32:14 • 2min
The Best Technical Indicator on the Cell
33:56 • 3min
The Uptrend, Linear Uptrend Never Breaks Down
37:20 • 2min
The Mother of All Bull Markets and Treasure Is Just Beginning to Wrap Her Eyes
39:14 • 2min
The Mother of All Bull Markets and Treasure Is, We're on the Threshold
41:00 • 3min
Is the Fed Cutting Today?
43:34 • 2min
Are You the Most Charming Man?
45:46 • 3min
The Next Perfect Trade
48:57 • 2min
Is the Future Discount to Sport Really Significant?
51:13 • 2min
Is It Possible to Buy a Bond?
53:05 • 2min
Do You Think Gold Will Break Out?
55:13 • 2min
I'm Squatting in My Beautiful House, but I Don't Want to Find Them in My Bedroom
56:54 • 2min