The Market Huddle

The Trades of March 2020 (guests: Alex Gurevich, Kuppy & Mark Moss)

Jan 21, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
What's the Impetus to Writing This Book?
01:44 • 2min
3
Investing From a Position of Strength
03:27 • 2min
4
Risk Parity
05:25 • 2min
5
The Risk Parity in a Bond Bear Market
07:24 • 2min
6
Investing in the Futures Market
09:35 • 2min
7
How to Trace Through Uncertainty
11:09 • 2min
8
The Greatest Misprize of a Financial Instrument
13:16 • 2min
9
How Important Is the Picking Up Those Really Cheap Assets?
15:11 • 2min
10
Portfolio Building
16:43 • 4min
11
Dividend Futures
20:23 • 2min
12
The Stock Market Is a Good Place to Start
22:35 • 2min
13
The Stock Market Is Not Cheap, but It's Now Cheap
24:10 • 2min
14
Is It Happening a Little Bit Coin?
25:54 • 2min
15
Is the New York Fed Really Smart?
27:25 • 4min
16
Is the One Year Inflation Swap Trading at Three and Half %?
31:20 • 2min
17
Is the Terminal Rate Going to Be a Break Even Bat?
33:27 • 2min
18
The Bond Market Is a Great Predictor of Recessions
35:20 • 2min
19
Bond Market
36:54 • 2min
20
The Market Is Confirming Your View
38:44 • 3min
21
I Like Weak Opinions, Strongly Held
41:16 • 3min
22
The Bullet From the Gun
43:48 • 3min
23
The Efficient Market Theory Breaks Down Like Newtonian Mechanics
46:29 • 2min
24
How to Understand the Market in a Changing Environment
48:24 • 2min
25
Do You Think the Markets Are Efficient?
50:31 • 3min
26
What I Like About Fog Con?
53:32 • 2min
27
What Is Your Favorite Science Fiction Book?
55:07 • 2min
28
The Bottom Will Be on March 20 Third?
57:15 • 2min
29
The Next Alchemy of Finance
59:14 • 2min
30
The Fed Is the Big Dog, Right?
01:01:03 • 2min
31
Energy Policy Is Going to Drive Everything Else in the Economic Cycle
01:03:31 • 2min
32
Are These Organizations So Against Energy?
01:05:54 • 2min
33
The Next Crisis After Energy Is Going to Be Food
01:07:52 • 4min
34
Is Germany Going to Close More Nuclear Power Plants?
01:11:25 • 2min
35
I Think It's Just Incompetence
01:13:23 • 2min
36
I've Always Thought Politicians Are the Sort of People That Can See Which Direction the Mob Is Going
01:15:23 • 2min
37
Climate Change
01:16:57 • 2min
38
Nuclear Winds
01:18:34 • 2min
39
Inflation and Debt - What Do You See and Why?
01:20:49 • 4min
40
Bit Coin vs Gold?
01:24:30 • 1min
41
Is Bit Coin the Best Cryptocurrency?
01:25:56 • 3min
42
Bitcoin Is a Value Transfer Protocol
01:28:49 • 3min
43
The Attributes of What Money Is
01:31:54 • 2min
44
The Bigger Play Is if We Zoom Out
01:33:34 • 3min
45
The Big Mackerel Lens
01:36:55 • 3min
46
Bit Coin Volatility
01:39:56 • 2min
47
The Big Money's Made in the Waiting
01:42:19 • 3min
48
Is It Time in the Market, It's Time in the Market?
01:45:04 • 2min
49
The Biggest Trend in the Market, Eh?
01:47:13 • 3min
50
Gold and Energy - What Do You Think Will Happen?
01:50:11 • 2min
51
He Russia, You Need to Turn on the Pipe Line
01:51:58 • 3min
52
Is Poten Going to Try to Take Some of the Eastern Provinces of Ukraine?
01:54:33 • 2min
53
World War Three
01:56:35 • 2min
54
Market Disrupters Live Events - You're Going to Love This One Copy.
01:58:14 • 6min
55
Is There a Turnpoint Next Week?
02:03:47 • 3min
56
The Vix Isn't Going Upa Much, but We're Gtting Close
02:06:30 • 4min
57
Is There a Triple Bottom?
02:10:51 • 2min
58
Oil Contract Delivery - Is That a Prairie Dog?
02:12:34 • 4min
59
Is the Nik Going to Be the Next a Russell?
02:16:56 • 3min