Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
What's Your Main Specialization in the Markets?
01:40 • 2min
Macrohedge Fund Seeding - What's a Red Flag?
04:02 • 5min
The Number One Pitfall of Hedge Fund Managers
08:48 • 2min
Macro Hedge Funds Are a Loser's Game, You Know?
11:01 • 3min
QE2 and the Death of Active Management
14:08 • 3min
Geopolitics
16:55 • 2min
Is There a Level of Objective Neutrality in Geopolitics?
18:31 • 2min
Investing in Public Relations
20:17 • 6min
Is China a Threat to the US?
25:49 • 5min
Deleveraging Constraints and Credits
30:48 • 5min
CPI Is 4% to 5%, but It's Not Banks.
36:18 • 3min
The End of the World Is the Bull Case
39:33 • 5min
Commodity Managers - What Are You Doing?
44:11 • 3min
Are We Going to Get a Vaccine?
47:18 • 3min