Real Vision: Finance & Investing When Opportunities and Timing Perfectly Align w/ Osman Ozsan
13 snips
Jun 24, 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
Introduction
00:00 • 2min
Ditterium: A North Londoner's Perspective
01:39 • 2min
The Growth of Ditterium
03:26 • 2min
The Absolute Return Fund
05:07 • 6min
The Next Big Trade Is That There Is No Big Trade
10:50 • 4min
The Importance of Manager Overlay in PE Funds
14:31 • 2min
The Fed Is Telling Us That They Are Going to Keep on Going
16:18 • 3min
The Importance of Credit Derivatives
18:59 • 4min
The Importance of Owning Assets
23:01 • 2min
The Importance of Accrual Accounting
24:41 • 2min
The Fed's Consolidation of the Banking Sector
26:15 • 4min
The Importance of Technical Longs in the Oil Market
29:48 • 3min
The Disadvantages of Being in Russia
32:25 • 2min
The Importance of Courage
34:43 • 2min
The Future of Finance
36:18 • 2min
The Culture of Leverage
38:18 • 1min
The Problem With PE Funds
39:30 • 5min
The Effects of Liquidity on Investments
44:41 • 4min
The Lessons of Russia and the Bond Market
49:02 • 2min
The Importance of a Strong Barrel Inch
50:46 • 3min