There Will Be Blood

1

Introduction

00:00 • 2min

2

What's Your Monicar?

01:31 • 2min

3

The Decision to Walk Away From the Hedgefon Manager

03:47 • 5min

4

Is It Possible Someone Like Chase Coleman Is High Prophel as Im Would Do This?

08:57 • 2min

5

Tom's Model, Tomtoms Model - Is It?

10:35 • 3min

6

The Ten Year Treasury Bondyild

14:03 • 5min

7

Is the Ad Market Getting Saturated?

18:34 • 2min

8

What's Going on in the Stock Market?

20:23 • 6min

9

We Are Not Joiners, Were Joiners?

26:11 • 4min

10

The Seagulls and the Sardinines Are the Collateral Damage

30:29 • 2min

11

The Acafe Pora, Tenyer Treasuries, S and P Drawdowns.

32:17 • 3min

12

What's Your Thoughts?

34:51 • 2min

13

The Pc C P, My Generation Has Been Displaced by the Pc C P

36:26 • 3min

14

Is China a Dependent State?

39:55 • 2min

15

Is It Time for China to Act Like a Grown Up and a Reasonable Global Citizen?

41:31 • 5min

16

The Chinese Economy Is a Recessionary Storm, You Know?

46:34 • 5min

17

Is There a Withholding Tax?

51:07 • 2min

18

Withholding Tax

52:59 • 2min

19

Is the Fed Going to Impose a Withholding Tax?

54:35 • 2min

20

Is There a Liquidity Crisis in China?

56:10 • 2min

21

Is China Paying Up?

58:34 • 4min

22

Is the Chinese Currency a Remembe?

01:03:03 • 4min

23

The Ten Commandments Are Just So Self Evident to My Mind

01:06:54 • 5min

24

Hong Kong Peg to Dollar - Is That Going to Go?

01:12:12 • 2min

25

Hong Kong Dollar Liquidity

01:14:25 • 3min

26

Hong Kong Fed Rates - What's the Difference?

01:17:09 • 3min

27

Risk Assets Predominly Us

01:19:59 • 6min

28

Is the Federal Reserve Going to Be Like to Helworth, Wall Street?

01:25:29 • 2min

29

The Stock Market Is Not Just Consumer Stocks, It's Everything

01:27:02 • 3min

30

The Fed Is Just Like a Car, It's Just a Thing

01:29:32 • 2min

31

I've Got a Head. I'm Going to Have to Be Somewhere.

01:31:23 • 2min