Wrong Answer to the Right Question (guests: Russell Clark, Cem Karsan)

1

Introduction

00:00 • 2min

2

Russell Clark: A Former Hedge Fund Manager Who Now Publicizes Newsletter While He Thinks About What to Do Next

02:09 • 4min

3

UBS's Absorption of Credit Swiss

06:31 • 2min

4

The Rise and Fall of the Emerging Market Specialist

08:57 • 5min

5

The Future of Emerging Markets

14:06 • 4min

6

The Importance of Free Market Principles in Japan

18:11 • 5min

7

The Return of the Yen to the Free Market Pro Capital Era

23:16 • 2min

8

The Change in the Global Economy

25:19 • 5min

9

The Rise of Bond Yields

29:59 • 4min

10

The Rise of the Federal Minimum Wage

33:47 • 6min

11

The Interaction of Bond Markets and Food Prices

39:37 • 2min

12

The Chinese Economy and Inflation

41:17 • 2min

13

The Rise of Food Prices

43:42 • 6min

14

The Pro-Leba Inflationary Type of Trade

49:15 • 2min

15

The Problems With Clearing Houses

51:17 • 4min

16

The Clearing House Debacle

54:54 • 5min

17

The Age of Empire, Age of Capital and Age of Extremes

01:00:02 • 2min

18

The Future of Direct Air Capture

01:02:01 • 2min

19

The Importance of Technology in the Workplace

01:04:02 • 3min

20

The Future of Bond Yields

01:07:24 • 2min

21

The Importance of Investing in the Future

01:09:04 • 6min

22

The Zero Days to Expiration Option

01:14:54 • 2min

23

Zero Days to Expiration Options

01:17:17 • 2min

24

The Different Types of Traders

01:19:05 • 3min

25

The Moral Hazards of Clearinghouses

01:22:03 • 3min

26

The Negative Effects of Tail Units on the Market

01:24:40 • 3min

27

The Reflexive Effects of Implied Vol on the Market

01:27:25 • 5min

28

The Power of Gamma in Options

01:32:54 • 4min

29

How to Track Positioning and Understand Their Reaction Functions

01:37:06 • 2min

30

The Importance of Dealer Positioning

01:39:32 • 2min

31

The Struggle to Find the Unique Fingerprint of Every Trade

01:41:45 • 4min

32

How to Limit the Market Impact of Trades

01:45:59 • 3min

33

The Effect of Delta on the Market

01:49:00 • 5min

34

The Top 3 Things to Watch Over the Next Two Weeks

01:53:41 • 2min

35

The Russell Nasdaq's Banking Crisis

01:55:35 • 5min

36

The Importance of Confidence in the Market

02:00:22 • 2min

37

The Bear Feast on the KRE

02:02:48 • 2min

38

The Yield Curve Is Inverted

02:05:13 • 4min

39

Deutsche Bank Trades at New Highs This Year

02:09:35 • 4min

40

The Rise and Fall of the S&P 500 and Russell

02:14:02 • 5min

41

Nividia's Break Targets 175

02:19:09 • 5min

42

The Three Month Performance of the Market

02:23:54 • 3min

43

The Gold Bull Market and the Future of the Financial System

02:27:15 • 4min

44

The Volatility of the Fed's Future Policy

02:31:06 • 5min

45

The Passing of the Torch From Inflation and Duration Risks to Recession and Credit Risks

02:36:01 • 2min

46

The Effects of the Fed's Rate Hike on the Economy

02:38:04 • 4min

47

Investing a Low Expector and Environment: A Dangerous Mix

02:41:49 • 2min

48

The Problem With the Puts in 2022

02:44:18 • 2min

49

The Cost of Trend Following

02:46:02 • 5min

50

Skin in the Game

02:51:05 • 3min

51

How to Win a Yield Curve Bet

02:53:48 • 3min

52

How to Trade Emerging Market Currency

02:57:08 • 1min

53

The Differences Between CFDs and Futures

02:58:34 • 5min

54

The Importance of Labor to Increase Share of GDP

03:03:28 • 5min

55

How to Predict the Future Spot Price

03:08:11 • 3min

56

Why the Oil Curve Is Wrong

03:10:54 • 3min

57

How to Be a Better Investor in the Bear Market

03:13:25 • 6min