Disrespecting the Tail (guest: Dean Curnutt)

1

Introduction

00:00 • 2min

2

The Alfix Change Dean Podcast

01:35 • 3min

3

The Stock Market Crash - The Brady Commission Report

04:29 • 3min

4

I'm Going Off the Savings and Loan Crisis

07:06 • 2min

5

How Did You Come Out of Bin School?

09:17 • 2min

6

Taking Risk to an Epic Scale

11:42 • 2min

7

The Risk-Arb Strategy

13:27 • 2min

8

Is the VIX Going Up or Down?

15:47 • 2min

9

The Final Hurrah for Val

17:46 • 2min

10

Enron - What's Next?

19:29 • 2min

11

The Biggest Fraud of All Time Made Off

21:51 • 2min

12

Bond Market Vigilance - What's the Trigger?

23:42 • 3min

13

Equity Derivatives

26:40 • 2min

14

Taking a Risk Limited Approach to Selling Volatility

28:41 • 2min

15

Macro Risk Advisors - What Is the Next Step?

30:29 • 4min

16

Is There a Lot of Arbitrage in the Markets?

34:22 • 2min

17

The Fed and Markets Are Never Say Never

36:29 • 4min

18

Are They Aware of How Close We Could Be These Days?

40:28 • 2min

19

What Is the Market Position for YENVAL?

42:30 • 4min

20

Hedging for the Last Crisis?

46:08 • 1min

21

Is the VIX Going Up?

47:38 • 5min

22

The Bond Market Rallyed Massively Through the 87 Crash

52:44 • 5min

23

The Fed's Presence in the Market Makes It Hard to Know if Long Term Inflation Expectations Have Come Down

57:30 • 2min

24

The Sleeper Trade That Catches People Off-Guide

59:13 • 2min

25

The Byron Wien Surprise

01:01:03 • 3min

26

Getting to Dinners and Dinners With Seniors

01:04:11 • 2min

27

The Alpha Exchange Podcast - It's Terrific!

01:06:14 • 2min

28

The Top 3 Things to Watch for the Next Week and the Week After Elections

01:08:31 • 2min

29

Is the ECB Going to Matter?

01:10:13 • 4min

30

Do You Know Where the Dixie Comes From?

01:14:27 • 3min

31

The CPI Number, a Drop and Pop.

01:17:40 • 4min

32

Is the Dollar Going to Fade Off the Highs?

01:22:01 • 2min

33

Knack Gas

01:24:19 • 6min

34

Is That Like Chemical Down Here?

01:30:19 • 3min

35

Do You Think the Fed Is Going to Speech?

01:33:30 • 4min

36

Is the Fed Really Trying to Kill Inflation?

01:37:51 • 5min

37

Is There a Ripper in the Japanese Stock Market?

01:42:47 • 4min

38

The Stock Market Is a Great Place to Hide

01:46:56 • 3min

39

Is There a Boom Bust in the Market?

01:50:13 • 2min

40

Is Tesla Going to Be a Taxi Soon?

01:51:55 • 5min

41

Biotechs

01:56:42 • 4min

42

I'm Going to Bet on the Jugular 30 Year Yield.

02:00:34 • 3min

43

Kevin's Over Four Points

02:04:01 • 2min

44

Is There a Cheese Capital of Canada?

02:05:31 • 4min

45

Is a University the Only Way to Learn Macro or Microeconomics?

02:09:15 • 4min

46

The TLT Debit Calendar Spread

02:13:38 • 3min

47

The Backlog of No Stunny Questions

02:16:08 • 6min

48

Kevin and Patrick, Where Can They Find You?

02:21:45 • 2min

49

The Camel Ride

02:23:24 • 6min

50

The Lord of the Rings

02:29:10 • 3min

51

Clerk's Marathon - Kevin Smith Movies

02:32:04 • 2min

52

Food Bar the Movie

02:33:42 • 2min

53

Afraid of a Fuck on the Side of Fox

02:35:32 • 2min