
RiskReversal Pod Stop Worrying and Learn to Love the Debt Bomb with Tony Dwyer of Canaccord
Jun 25, 2021
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 23 24 25 26 27 28 29 30
Introduction
00:00 • 2min
The Market's Impervious to Everything, Guy.
01:44 • 2min
Cryptos in Asset Class - What Does That Tell You?
03:28 • 2min
Is Q2 Going to Be a Wild Ride?
05:19 • 2min
The Overnight Reverse Repo Market - What's Driving It?
07:09 • 2min
What's the Next Move in Money?
08:51 • 3min
I Can't Believe I Got Him. It's the Donkeys
11:40 • 2min
You Can't Inflate Your Way Out of a Recession
13:32 • 2min
The Global Economy Can't Deal With Higher Rates
15:11 • 2min
The Fed Never Is It?
16:47 • 2min
What's the First in January of 2020?
18:29 • 2min
Is the SMP 500 a Stable Price?
20:50 • 2min
The Fed and the Government Give You All the Money They Can
22:34 • 2min
Is There a Risk to the US Government's Balance Sheet?
24:18 • 2min
How to Love the Debt Bomb?
26:35 • 2min
Is This Just the One Step Forward, Two Steps Back?
28:07 • 2min
The Real Pain Trade in Our Business Is Still Higher.
29:43 • 2min
The Bottom Up Is Not Being Appreciated Right Now, Is It?
31:55 • 2min
Is the Fed Going to Buy 100 Billion a Month?
33:40 • 2min
What's Going on Behind the Scenes?
35:42 • 2min
Is the Fed Really Buying Corporate Debt?
37:31 • 2min
What if the Fed Don't Have Your Back?
39:05 • 2min
The Market Can Stay Irrational Longer Than You Can Stay Liquid
40:39 • 2min
The Cannabis Sector Has Been Down a Little Bit, Tony Dwyer
42:35 • 3min
401K - What Does This Mean for Individual Cannabis Names?
45:08 • 2min
Can You Be an Expert on Cannabis?
46:47 • 2min
The Magic Red Handle in the Cirrus SR 22 Take
48:27 • 3min
Do You Know What's Going to Happen?
51:04 • 2min
What's Driving Cornflation?
52:43 • 2min
Tony Dwyer - I'm Going to Be 87 in December.
54:44 • 2min
