Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 3min
Short Volatility Strategies Have Outperformed Long Volatility Strategies
02:35 • 2min
Seeing Like a State
05:03 • 2min
Taking the Elevator Down
07:20 • 6min
Is Mean Reversion Status Quo?
13:04 • 2min
What Is Mean Reversion?
15:06 • 2min
Long Volatility Investments
17:14 • 3min
Pension Funds in the US Are More Underfunded Than They Are 15 Years Ago
19:52 • 5min
The Precarity of Pension Plans
24:46 • 1min
The US Pensions
26:01 • 3min
I Don't Know What the Future Holds
28:57 • 3min
Are We Going to Have High Levels of Inflation Over the Next 10 Years?
31:53 • 5min
The White Moose
37:03 • 4min
The Interaction Between Politics and Economics
41:22 • 4min
The Yield Curve Inverting
45:38 • 3min
The Wisdom of Crowds
48:31 • 4min