Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
Introduction
00:00 • 3min
What Is a Master of Philosophy in Enlightenment and History?
02:50 • 2min
How Did You Transition From Lazard to GMR?
04:38 • 4min
The Bearish Message at a Goldman Sachs Conference
08:51 • 2min
Dow 36,000
11:14 • 2min
GMO - What's Next?
12:56 • 3min
Jeremy, I'm Not a Quant, You Know?
15:58 • 5min
The Difference Between Speculation and Investing
21:27 • 2min
The Speculator Is a Ponzi Scheme
23:35 • 2min
Is the Internet Taking the Home Most of the Time?
25:27 • 2min
How Often Does History Repeat Itself?
27:32 • 4min
Is Your Business on the Right Track?
31:22 • 3min
The Fed Under Nobel Laureate Benanke, Saving Squad
34:26 • 2min
Benanke's a Consultant, You Know?
36:21 • 2min
The Origins of Interest
38:07 • 3min
The Price of Time, Interest and Interest Rates
41:06 • 6min
Is Time Important in Finance?
46:46 • 2min
The Most Important Signal in a Market-Based Economy
48:21 • 2min
The Curse of Cash - Is There Any Alternative?
50:04 • 3min
Investing in a Negative Yielding Instrument
53:16 • 2min
Quantiv Easing After Financial Crisis
55:19 • 2min
Will Raising Rates Help Get Us Out of This Mass?
57:09 • 5min
Bankruptcy Courts Are Not Just There to Show Off the Architecture of Columns
01:01:54 • 3min
Five Questions From a Pandemic Writer
01:04:55 • 2min
Are You Sure Your Talents Can't Be Used More Beneficially?
01:07:24 • 2min
What Do You Know About the World of Finance Today?
01:09:12 • 4min


