Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
What a Fascinating Career!
01:49 • 4min
Investment Sizing
05:56 • 4min
The Coin Flip Game, You Know?
09:40 • 5min
Is Cape a Good Predictor of the Long Term Return?
14:51 • 3min
Why You Shouldn't Be Investing in Equities
17:24 • 5min
Global Equities Are Even More Attractive Than Just Equity
22:48 • 5min
Are We Going to Be Able to Buy the Dips of Everything's Going to Be OK?
27:24 • 5min
Investing in Long Term Equity Markets
31:54 • 5min
How Do You Differ Luck From Skill in Investing?
36:55 • 5min
The Biggest Prop Bet of the Super Ball
42:06 • 2min
Is the Flow in Rates Making You Pend More Than You Would Otherwise?
43:53 • 2min
Investing in Options Trading in Single Stocks
45:44 • 4min
How Many Unicorns Are There Out There?
50:07 • 2min
A Thousand Unicorns, That's an Oxymoron.
51:50 • 2min
Bloomberg Slash Sustainable Business Summit
53:43 • 2min