Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 3min
How Do You Analyze Markets?
02:45 • 2min
The Tail Wagging the Dog in Options Trading
04:36 • 2min
The 2008 Cycle Is Just Another Butterfly Flapping Its Wings
06:16 • 3min
Is There a Fallout From FTX?
09:43 • 2min
Bonds and Treasuries in 2008 - What's Your View?
12:10 • 3min
Long Duration Treasuries and Equities
15:26 • 4min
The Biggest Risk Is a Sovereign Debt Crisis, Right?
19:03 • 2min
Dollar Swap Lines - Is That a Good Idea?
21:12 • 2min
Investing in Emerging Markets
23:41 • 3min
Is the XLU a Defensive Sector?
26:14 • 3min
Russell 2000 Against the S&P 500
29:26 • 2min
Investing in Small Cap Stocks
31:14 • 2min
Is This the Fastest Rate of Hikes in History?
33:15 • 4min
The Challenge Is That You're Inflating Your Way Out of Your Debt
37:00 • 2min
Is the Real World a Real World?
38:46 • 5min
The End of the World Is the Bull Case
43:21 • 2min
The Real Opportunity Is Going to Come From High Yield Stocks
45:47 • 4min