Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 4min
What's Next for Europe?
03:35 • 2min
Is the ECB Outpacing the Federal Reserve?
06:03 • 4min
Is the Bond Market Pricing the Recession?
09:58 • 2min
The Hedge Fund Telemetry Founder, Tommy Thornton
12:04 • 3min
How Do You Manage Risk Assets This Year?
15:30 • 3min
Is the Fed Going to Pivot?
18:48 • 4min
Curve Cash Back - The Referral Link to Get the $20 in Curve Money Back
22:38 • 6min
Is There Anything You Can Do About It?
28:37 • 3min
Are You Watching Football?
31:40 • 3min
Energy Stocks - What's Going On?
34:45 • 3min
Hedge Fund Telemetry - Is There a Tail Risk?
38:13 • 3min
Alfonso, Short Tech Long Ball
41:18 • 2min
Investing in the Stock Market
42:56 • 4min
The Real Inflation Adjusted Retail Sales Are on the Rise
46:44 • 3min
The Biggest Liquidity Event in History
49:16 • 2min
Is There a Free Sub Stack?
51:17 • 2min