

Darth Vader is Not Dead!
Oct 21, 2023
The hosts discuss various topics including the current state of the market, bonds and yield curves, volatility predictions, gasoline and oil prices, the Magnificent Seven trend, misconceptions about hedge fund actions, the changing relationship between oil prices and the US dollar, hedging strategies, and casual conversation about horror movies and running abilities.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
Current State of the Market and Top Three Things to Watch
02:04 • 20min
Bonds and Yield Curves
21:36 • 9min
30:54 • 2min
Volatility in the Market and VIX Predictions
32:46 • 15min
Gasoline, Oil Prices, and Natural Gas
48:12 • 8min
The Value of Great Companies and the Magnificent Seven Trend
56:37 • 25min
Being Your Own Worst Enemy in Trading and Debunking Misconceptions about Hedge Fund Actions
01:21:35 • 5min
Understanding the Changing Relationship Between Oil Prices and the US Dollar
01:26:29 • 2min
Hedging Strategies and Monitoring Tools
01:28:48 • 15min
Casual Conversation about Horror Movies, Bear Chases, and Running Abilities
01:43:29 • 2min