The ACID Capitalist Podcast

The Mother of All Bull Markets in Treasuries with Alex Gurevich

Feb 9, 2023
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1
Introduction
00:00 • 2min
2
The Best Meals Take a Lot of Preparation
01:34 • 2min
3
The Debunking of the Hedge Funds
03:19 • 2min
4
How Are You Confronting Risk Today?
05:10 • 2min
5
How to Separate Risk Parity From Portfolio Allocation?
06:57 • 2min
6
The Risk Parity Approach
08:28 • 3min
7
Leverage - Is That Too Low?
11:52 • 2min
8
Is Your Portfolio Risk Management Called to You?
13:58 • 3min
9
Architect, I'm Not Taking Drawodos
16:40 • 3min
10
How to Allocate Your Portfolio Without Leverage
19:51 • 3min
11
Is There a Hierarchy of Risk and Expected Return?
23:05 • 3min
12
Investing in the Stock Market - What Is Orthogonal?
26:33 • 4min
13
How Much Do You Want to Compound Your Returns?
30:14 • 2min
14
How to Decipher Trends?
32:14 • 2min
15
The Best Technical Indicator on the Cell
33:56 • 3min
16
The Uptrend, Linear Uptrend Never Breaks Down
37:20 • 2min
17
The Mother of All Bull Markets and Treasure Is Just Beginning to Wrap Her Eyes
39:14 • 2min
18
The Mother of All Bull Markets and Treasure Is, We're on the Threshold
41:00 • 3min
19
Is the Fed Cutting Today?
43:34 • 2min
20
Are You the Most Charming Man?
45:46 • 3min
21
The Next Perfect Trade
48:57 • 2min
22
Is the Future Discount to Sport Really Significant?
51:13 • 2min
23
Is It Possible to Buy a Bond?
53:05 • 2min
24
Do You Think Gold Will Break Out?
55:13 • 2min
25
I'm Squatting in My Beautiful House, but I Don't Want to Find Them in My Bedroom
56:54 • 2min