Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
The Private Equity Cycle and the Performance Enhancing Drugs
01:32 • 2min
The Importance of Putting Amount of Money Into Private Equity
03:23 • 2min
The Volatility of Private Equity
05:27 • 2min
The Importance of Low Volatility
07:10 • 3min
The Negative Headwinds of the Investment Banking Industry
10:05 • 2min
The Wolfpack of Wall Street Are Going to Carry on Allocating Pension Funds
12:14 • 2min
The Private Equity Lobby and the Ponzi Scheme
14:28 • 2min
The Future of Private Equity
16:30 • 2min
The Importance of Sentiment Positioning
18:26 • 4min
The Upside of Long Bonds in a Recession
22:36 • 2min
How to Trade TLT Calls
25:03 • 2min
Belinda Carlisle and the Gogos
26:49 • 2min
The Torch Under Your Own Faces
28:33 • 2min
The Pressure of Being an Outsider
30:53 • 2min
How to Raise Miniature Pigs
33:16 • 3min