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
Introduction
00:00 • 2min
Why Would We Hold Cash?
01:31 • 2min
Why You Shouldn't Have an Emergency Fund
03:06 • 2min
Is Dry Powder a Good Investment?
04:52 • 2min
Why You Shouldn't Hold Cash Positions
07:19 • 2min
Callable Cash Is a Bad Idea, Right?
09:41 • 2min
What Are the Other Options?
11:54 • 3min
Money Market Funds - Breaking the Buck
14:51 • 2min
Money Market Funds
16:28 • 2min
CSH2 Money Market Fund
18:01 • 3min
Why Is the Yield Curve in a Strange Place?
20:35 • 2min
The Curve's Inverting
22:58 • 2min
You Can't Read Off Rate Expectations Off the Spot Curve
24:51 • 2min
What Bond Is Adequate as a Quasi-Cash Safeish Investment?
26:33 • 2min
Bond Letters
28:15 • 3min
Bond Ladder
30:54 • 2min
The Difference Between a Bond Fund and a Bond Ladder
32:29 • 2min
Should I Hedge My Bonds?
34:11 • 2min
What Is a Bond Ladder?
35:47 • 2min
Bank of Dave
37:52 • 2min
What's the Multiplier Effect?
39:24 • 3min
What's the Difference Between Investment Banks and Shadow Banks?
42:14 • 2min
Many Happy Returns Podcast
44:10 • 2min