Premium to Humility (guest: Neil Azous)

1

Introduction

00:00 • 4min

2

The Rise and Fall of the Grateful Dead

04:13 • 4min

3

How to Make the Jump From Operations to the Front Office

08:29 • 4min

4

The History of Credit Derivatives

12:52 • 2min

5

The Importance of Investing in Fixed Income

14:34 • 3min

6

The Life and Times of John Mack the Knife

17:15 • 2min

7

How I Learned to Trade Equity Derivatives at UBS

19:36 • 5min

8

The Importance of Mentoring

24:54 • 2min

9

The Fed's Last Hike

27:17 • 2min

10

How to Analyze Speeches

29:22 • 5min

11

The Market's Pricing of the Fed's Interest Rate Cycle

34:04 • 3min

12

The Battle for a Cutting Cycle

37:18 • 6min

13

The Fed's Neutral Rate

43:05 • 2min

14

The History of the Powell Committee

45:18 • 5min

15

The Importance of the Credit Channel in Federal Reserve Policy

50:15 • 2min

16

The Economic Impact of Regional Banks on the Commercial Real Estate Market

52:42 • 3min

17

The Fiscal Austerity of the Debt Ceiling Deal

55:42 • 4min

18

The GOP's Win in the House

59:51 • 2min

19

The 60 40 and the 60 40 Portfolio Had the Worst Year in the Modern Era

01:02:13 • 2min

20

The 6040 Portfolio Is Dead

01:04:23 • 5min

21

The Importance of Humility in the Interest Rate Market

01:09:19 • 2min

22

The Truth About Gold

01:11:09 • 2min

23

The Importance of a Good Trading Book

01:13:23 • 5min

24

How to Make Money on Municipal Bonds

01:18:19 • 4min

25

Byron Wien's Surprises

01:22:27 • 5min

26

The Top 3 Things We Watched Last Week

01:27:49 • 2min

27

The Dollar's 52 Week Low and Support Line

01:29:55 • 2min

28

The Dollar's Uptrend and the Regional Bank Crisis

01:31:49 • 3min

29

The Negative Feedback Loop on the S&P 500

01:34:22 • 3min

30

The Market Plays the Role of the Great Humorous

01:36:58 • 3min

31

The S&P 500 E. Colway Index, Testing the 4200 Level

01:40:10 • 2min

32

The Breadth Returns to the Stock Market

01:42:23 • 2min

33

The Impact of Interest Rate Rises on the Economy

01:44:36 • 2min

34

The US Dollar Canadian Dollar Cross

01:46:46 • 2min

35

Gold's Day in the Sun

01:48:45 • 3min

36

The Oil Drop: A Recession Trade

01:52:03 • 3min

37

Bonds Hold Up, but Will They Hold Up?

01:54:42 • 2min

38

Skid in the Game

01:56:28 • 2min

39

How to Price a Bloomberg Option

01:58:18 • 2min

40

How to Bet on the Three Month 10 Year Curve Steepening Back to Its Natural State

02:00:30 • 3min

41

The Gaps in Oil Trading

02:03:30 • 3min

42

The MMT Achilles Heel

02:06:55 • 3min

43

How to Rate a Beer

02:09:55 • 2min

44

The Huddle Piss Up

02:11:37 • 2min

45

The Diplomat on Netflix

02:13:46 • 3min

46

The Accepted Age to Stay Home by Yourself

02:17:10 • 2min

47

The Multiple Host Podcast

02:18:45 • 3min