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 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50
Introduction
00:00 • 5min
The Inflation Guy
04:31 • 2min
Then I Was a Relative Value Strategist at J P Morgan
06:18 • 4min
Trade Us Inflation Bank
09:50 • 3min
The Fed Was Super Smart, and They Won
12:46 • 3min
Inflation Swap - What Are the Basis Risks?
15:33 • 2min
Inflation Swaps - You're Trading a Forward Price Level
17:25 • 3min
Is There a Market for Inflation Options?
20:22 • 2min
The Inflation Swap
22:47 • 2min
How Do You Calculate Your Inflation Rates?
24:29 • 3min
How to Trade Inflation Futures in a Future Contract?
27:18 • 5min
Is This the Right Structure?
32:21 • 3min
What Are the Tips?
34:52 • 5min
Corporate Bonds in the United States
39:24 • 2min
What Level of Actual Inflation Is Your Breakeven?
40:56 • 2min
Is It Possible to Buy Brak Evens as a Dealer?
42:43 • 2min
Inflation Swaps
45:03 • 2min
Inflation Isn't Transitory, but It's Going to Come Down.
47:12 • 2min
Is the Fed Going to Tighten 75?
48:48 • 5min
Is the Fed Going to End Up Winnin?
53:34 • 2min
Why Isn't the Long End of the Inflation Market More Worried?
55:45 • 3min
What Is the Difference Between Core and Medium Inflation?
58:55 • 5min
M M T
01:03:34 • 2min
Is There a Biggest Gap in Income?
01:05:56 • 4min
What's the Probability of Breakage?
01:09:50 • 2min
Great Traders, Are They Born or Made?
01:11:50 • 3min
Is There a Greater Than 50 % Chance That Price Controls Will Work?
01:14:22 • 2min
Don Cox - What's the Trade in the Inflation?
01:15:59 • 2min
The Crude Oil Curve, Is It Getting Steadier?
01:17:31 • 2min
Are You a Young Person That's Getting Involved in the Business?
01:19:56 • 2min
The Trick to Become a Good Trader
01:21:33 • 2min
What's the Difference Between a Good Trading Line and a Bad Trading Line?
01:23:41 • 2min
Inflation Guy - The Easy Way
01:25:34 • 2min
Inflation Guy Podcast
01:27:49 • 2min
Is the Bear Market Over?
01:30:10 • 5min
Portuguese Electricity
01:35:30 • 4min
The Dollar Is Always There
01:39:53 • 2min
Is It a Bare Market or Not?
01:42:17 • 5min
The Stock Market Is Going Up, Is It Going Up?
01:46:52 • 4min
The Real Money Is Underweight Stocks
01:51:07 • 4min
I'm Getting Buolish, but It's Thin Out There
01:55:20 • 3min
The Uptrend Is Your Friend, Right?
01:58:11 • 6min
Investing in Gold
02:03:48 • 6min
Is There a Way to File at the Scc?
02:09:37 • 5min
Skin in the Game
02:14:53 • 6min
Stock Charts Dot Com - Is There a Tool That Gives You the Breadth of the Market?
02:20:44 • 3min
Canolan Won the Cup in 1993?
02:23:28 • 6min
What Colour Do You Get When You Mix Green and Red Candles Together?
02:29:12 • 5min
Technical Analysis
02:33:48 • 4min
How to Rate the Beer and Then, and Then
02:37:32 • 4min