Chapters
Transcript
Episode notes
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Introduction
00:00 • 4min
How Did Seth Clarmand Write the Book?
03:55 • 4min
The Average Investor Wasn't Reading These Sorts of Academic Papers
08:17 • 2min
Hedge Funds
10:26 • 4min
How Do You Decide That a Company Is Cheap?
14:31 • 3min
The Value Factor
17:09 • 2min
Do Thevs Get It Wrong 80 % at the Time?
19:06 • 5min
What's the Difference Between China and the US?
24:17 • 5min
Is the Bank of England Going to Buy Leman Brothers?
29:38 • 4min
The Heads, You Win Tails, I Lose Problem in Hedge Funds
34:05 • 2min
How Can You Replicate the Returns From Hedge Funds Without Fees?
36:13 • 4min
Hedge Funds - How to Get the Factor Rotation Right
40:13 • 2min
The Hedge Fund Beta, Isn't It?
42:25 • 2min
Hedge Funds - How to Outperform the Ah, the Broad Manatutor Space
44:36 • 4min
The Top 20 Greatest Headfund Managers of All Time
48:30 • 5min
The Problem of Single Managers in the Mutual Fund Space
53:23 • 4min
Can You Just Replicate Millennium?
57:00 • 5min
Equity Long Shorts Are Like Tankers in the Water
01:01:37 • 2min
Stock Selection Can Add Value to a Portfolio
01:03:39 • 2min
Are You Interested in Investing in South America?
01:05:40 • 4min
Are Great Trader Slash Investors Born or Made?
01:09:55 • 2min
The Greatest Trainee, Bill Acman
01:11:55 • 4min
What's the Biggest Loss of the Year?
01:16:02 • 4min
Are You Trying to Find a Career? Almaga?
01:20:01 • 5min
- Is It Better Than the Number Zero?
01:24:33 • 3min
The Twitter Account
01:27:44 • 3min
Is the Summer Low for Fang Stocks Coming Off?
01:31:00 • 2min
Nasdak Performs the Fang Index
01:32:56 • 2min
What's the Guidance on the Other Side?
01:34:44 • 2min
Is the Fed Going to Pivot?
01:36:31 • 2min
Can the Bulls Build Any Momentum?
01:38:31 • 2min
The Dollar Index Is Still a Primary Up Trind
01:40:12 • 3min
Bitcoin Bounces
01:42:43 • 2min
Can Crude Oil Make a Lower Low?
01:44:24 • 2min
Copper or Silver? It's Bothcrud?
01:46:31 • 2min
Those Are Ugly Looking Charts as Well
01:48:06 • 2min
Bonds - Is That a Bottom?
01:49:57 • 3min
The Loser of the Match Picks Three Lucky Unlucky Winners
01:52:32 • 2min
Can the Fed Keep Increasing While Not Keeping Up With Inflation?
01:54:13 • 3min
Is the Fed Can't Ease Because There Is Inflation?
01:56:56 • 5min
The Last Question - Is This the Last Question Already?
02:02:14 • 4min
The Market Huddle - Where Can They Find You?
02:05:46 • 1min
Snowflake Mountain - A Train Wreck
02:07:16 • 2min
You Have a Show, Right?
02:09:26 • 2min
Is Luke Lein a Realit B Start?
02:11:36 • 2min
The Only Murders in the Building
02:13:10 • 2min
The Family Is Ta Got to Watch It on Another Apigot a Dalos
02:14:41 • 2min


