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
Introduction
00:00 • 6min
The Vix for Bonds Is Going Crazy
05:44 • 4min
What Do You Think About the Vix for Treasuries?
09:41 • 1min
How to Manage Convexity and Option Risk
11:04 • 5min
Is the Federal Reserve Going to Blow Out Carvana?
15:56 • 4min
The Great Achilles Heel of Humanity, Ego
19:48 • 2min
Quantitative Tightening - Is It?
22:06 • 3min
Bit Dot Com - The Best Crypto Currency Trading Platform
25:06 • 5min
How Much of the Profit of This Trade Has Been Indicated Volatility?
30:29 • 3min
The Three Month Treasury Versus the Ten Year Treasury
33:49 • 5min
How Much More Pain Can We Have in the Long End?
39:19 • 2min
The Fed Driven Mortgage Rates Down
41:26 • 2min
Mortgage Back Securities That Melted Down, Uh, There Was Credit Risk
43:42 • 5min
How Much Over Treasuries Are You Getting?
48:23 • 2min
Prepayment Risk, Extension Risk, Security?
50:10 • 2min
Is This Something Investors Shouldn't Worry About?
51:42 • 4min
The Housing Market Is Going to Stop Dead in Its Tracks
55:41 • 3min
Is the Housing Market a Wily Kiote?
58:16 • 2min
Mortgage Bonds, Relative to Safe Assets, or Volatility?
01:00:09 • 2min
Is the Discount Rate Going Down?
01:01:56 • 3min
Long Term Call Options
01:04:43 • 2min