Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
What's the Biggest Risk for Investors Right Now?
01:39 • 2min
Is the Fed Doing Its Job?
03:29 • 2min
The Wall of Worry Issues
05:32 • 2min
The Market Is Still Bullish Despite the All Time Os
07:32 • 3min
I'm a Little Concerned About the Cyclical Trade, but I Think There's Plenty of Room in the Portfolio for Longer Term Secular Growth Stories as Well.
10:05 • 2min
The Third Quarter Earnings Season
11:49 • 2min
What's Going on in the Markets Right Now?
13:37 • 2min
Is Growth the Name of the Game?
15:13 • 2min
I'm a Bit Boolish on Crypto, Especially Biclin in Therium.
17:05 • 2min
The Pursuit of Out Performance
19:17 • 2min
Is the Fed Trying to Tighten?
21:07 • 2min
The Makro Risk Management Approach to High Yield Spreads
23:00 • 4min