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 22
Introduction
00:00 • 2min
Are Small Caps Cheaper Than the S&P 500?
02:17 • 2min
Is Small Cap Value an Accurate Predictor?
04:27 • 2min
US Small Caps Trick or Treat?
06:32 • 2min
Is China a Good Investment?
08:13 • 2min
Is This Going to Bounce Back?
09:59 • 3min
The MSCI China Index Is 9.55. And That's at the End of September.
13:26 • 2min
Chinese Equity - Trick or Treat?
15:30 • 2min
Is Inflation a Good Thing?
17:12 • 2min
Is 2% Growth for US Government Bonds Really Quite Reasonable?
19:02 • 2min
Is This a Trick or a Treat?
20:34 • 2min
Commodities
22:53 • 2min
The UK Gas Price Is Down 77% - That's a Red Herring
24:28 • 2min
Commodities
26:13 • 2min
Commodities - Where Are We Going to Get All This Copper From?
28:08 • 2min
Commodities - Trick or Treat?
29:42 • 3min
Ethereum vs Bitcoin
32:38 • 2min
The Sixth Asset Class, Annuities
35:01 • 2min
UK Annuity Rates - Trick or Treat?
37:20 • 2min
Will Zombies Ever Die?
38:53 • 2min
The Zombification of Zombies in the Equity Market?
40:42 • 2min
Pension Craft Production - Many Happy Returns
42:58 • 2min