Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27
Introduction
00:00 • 4min
Is the UK Pension Crisis a Stay of Execution?
04:02 • 5min
Bond Yields Have to Stop
09:17 • 2min
Earnings Estimates Are Already Falling
11:15 • 3min
The S&P 500 Could Earn as Little as $200 Per Share
14:38 • 4min
Is Wall Street Doing Better Than Wall Street?
18:33 • 2min
Is the Bull Market in Narratives Over?
20:49 • 5min
Jeremy's Not Tech, It's Direct
25:56 • 1min
How Many Times Have You Been as Bearish as You Are Right Now?
27:24 • 2min
Is There a Normal Cost of Capital?
29:03 • 2min
The Oatmeal Company That Goes Public at $17 Billion Valuation Now Trading at $2 Billion Value
30:52 • 3min
The Bond Market Is Consistently Overestimated Inflation
33:37 • 5min
The Fed Liquidity Will Come Back In, Right?
38:43 • 3min
Is There a Difference Between Gap and Non-Gap Earnings?
41:34 • 2min
Indexation
43:10 • 2min
The Market Prep Hasn't Been That Good in the Last 10 Years
45:15 • 2min
Tax Loss Selling - Is There Anything in the Stock Market You Like or Should You Just Park Your Money in Two Year Treasuries?
47:05 • 2min
The Stock Market Is Going Below 3000 - Is That a Good Prediction?
49:33 • 4min
What Do You Think Will Be the Bottom of the Housing Bubble?
53:19 • 2min
Ivy Made the Car
55:37 • 2min
Is the Fed Overcooking the Stock Market?
57:47 • 3min
How Do You Make Money in All Environments?
01:01:03 • 3min
Is There a Negative Correlation to the S&P 500?
01:04:24 • 3min
Noblefunds.com
01:07:07 • 2min
Is There a Firebrand in Portfolio Management?
01:09:29 • 5min
How Do You Cook a Frog?
01:14:00 • 2min
I'm Going for 100,000 on This One.
01:16:05 • 2min