RiskReversal Pod

Out of the Blue and into the Black with Michael Kantrowitz of Piper Sandler

40 snips
Oct 21, 2022
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1
Introduction
00:00 • 3min
2
The Bearishness of the Stock Market
02:58 • 3min
3
The Fed's Plan to Buy Bonds in an Emergency
05:29 • 2min
4
The Fed's Inability to Forecast for Next Year
07:32 • 2min
5
The Fed's Overshooting of the 10 Year Yield
09:22 • 3min
6
The Fed's Forecast for Unemployment
12:19 • 2min
7
Dan Benton's 20 Rules for Tech Investing
13:51 • 2min
8
Tesla's Earnings Release Was a Smoke and Mirrors Affair
15:35 • 3min
9
The Stock Market Is Holding on for Dear Life
18:37 • 2min
10
Elon Musk's Overpaying Carvana
21:06 • 3min
11
The Future of Cannabis
23:44 • 2min
12
The Impact of Liz Truss on the UK Bond Market
25:22 • 2min
13
The UK Pension System That Nearly Breaks
27:30 • 2min
14
The Failure of the Central Banks
29:26 • 2min
15
The Bearishness of the US Stock Market
31:03 • 2min
16
The Fed's Restructuring Pan
32:44 • 2min
17
The Negative Effects of Currency and Bond Volatility
34:42 • 2min
18
The Colts Get Into and a Half for a Thousand
36:25 • 2min
19
How to Succeed With Serious Satellite Radio
38:00 • 2min
20
Eye Connections: The World's Largest Capital Introduction Platform
40:00 • 2min
21
Michael Cantrowith: DMO
41:54 • 2min
22
How Michael Cantrowitz Met His Goal to Make Money at Merrill Lynch
43:36 • 2min
23
The Hope Cycle
45:17 • 3min
24
The Importance of Earnings in the Stock Market
48:00 • 4min
25
The Fed's Decision to Stop Tightening Rates
51:32 • 2min
26
The Year-End Target in the SMPF 3400
53:57 • 3min
27
The Fed's Not Going to Flinch Until Something Breaks
56:58 • 2min
28
The Potential for a Bear Market Rally
58:48 • 2min
29
The Normal Credit Environment
01:00:22 • 3min
30
The Fed's Tightening Cycle and the Recession
01:03:29 • 4min
31
The Three Ingredient Recipe to Every Single Recession
01:07:18 • 2min
32
The Importance of Being Short and Wrong
01:09:30 • 2min
33
On the Tabe: A Risk Reversal Podcast
01:11:24 • 2min