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 28 29 30 31 32 33 34 35 36
Introduction
00:00 • 2min
How to Love Kirk Cousins
02:13 • 2min
The Protest in Atlantic Beach
04:25 • 2min
Redhold's Wealth Management: A Compound and Friends
06:06 • 4min
How I Got Started Trading Metals
10:13 • 2min
How to Trade Metals to Start Your Career
11:45 • 2min
How I Met and Started Working Together
13:27 • 2min
The Backdoor Entrance
15:09 • 2min
How to Be a Successful Trader
16:51 • 2min
The Problem With Trading
18:26 • 2min
The Importance of Risk Management
20:10 • 2min
How MBF Works
22:07 • 2min
The Importance of Discipline in Trading
24:01 • 2min
The Volatility of Oil Prices and Energy Stocks
25:36 • 2min
How to Incorporate Sentiment Into Your Overall Analysis
27:36 • 2min
How to Bet Against the Market
29:24 • 2min
The Importance of Understanding Geopolitics
31:47 • 2min
Crude Oil Chart
33:20 • 2min
The Fed's Decision to Stop Raising Rates Is a Natural Bet
35:01 • 2min
The Conspiracy Statement by Free Port
36:41 • 2min
The Price of Sugar
38:14 • 2min
The Impact of Electric Vehicles on the Environment
40:37 • 2min
The Problem With Electric Vehicles
42:19 • 2min
The Importance of Supply and Demand
44:02 • 2min
The Importance of Investing in Commodities
45:46 • 2min
The Commodity Complex
47:17 • 2min
The Consensus Gets Negative
48:50 • 4min
The Importance of Perception in Long Duration Positioning
52:29 • 4min
The Biggest Surprise in All That Time That You Were Not Prepared For
56:44 • 5min
The Importance of Starting All Over
01:01:28 • 2min
The Importance of Wiping the Slate Clean
01:03:31 • 3min
The Problem With Sliding Glass Doors
01:06:06 • 2min
The Innovation of Helicopters
01:08:04 • 2min
How to Install a Post-It
01:09:49 • 2min
How to Be a Better Baseball Player
01:11:29 • 3min
Kelly and Murphy: A Movie Review
01:14:55 • 3min