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