Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 4min
The Fundamentals Lag Price, Right?
03:53 • 3min
Is There an Alpha Dog in Every Sector?
07:23 • 3min
Investing in ETFs
10:34 • 3min
Is the Market Going to Normalize to the Pre-2013 Era?
13:55 • 3min
Stock Pickers or Sector Pickers?
17:24 • 2min
Is Chakin Analytics the Next Big Thing?
19:17 • 5min
CMT Level One
24:15 • 2min
Are the Rolling Corrections Over?
26:32 • 4min
Is There a Credit Event Out There?
30:53 • 5min
Is There a Multi-Year Dynamic in the Stock Pickers Market?
36:06 • 3min
Is There a Connection Between EEM and Emerging Markets?
39:00 • 5min
The Old Cycle Leaders Are Not, and They Never Happen
44:09 • 2min