The Market Huddle

Rosetta Stone Moment (guest: Jan Szilagyi)

Jul 28, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Dream of Moving to the States
01:33 • 2min
3
How I Met Stanley Druckenmiller in an Interview
03:28 • 4min
4
The New Economics of Stephanie Kelton
07:43 • 4min
5
The Importance of Context in Investing
11:34 • 3min
6
Stan Fan: The Greatest Investor Ever Lived
14:31 • 2min
7
The Importance of Understanding the Market Participants
16:37 • 4min
8
The Dislocation of PIMCO
20:53 • 2min
9
Giuseppe and Wideboard: The Co-Founders
23:04 • 3min
10
The Importance of Context in Asset Pricing
25:37 • 5min
11
The Differences Between Renaissance and Renaissance's Trading Signal Framework
30:23 • 4min
12
The Power of Imagining Outside the Box
34:00 • 3min
13
Apple's Market Breath Indicator
36:31 • 2min
14
The Three Phases of Tilt
38:11 • 4min
15
The Rosetta Stone Moment
41:44 • 3min
16
How to Be a Great Trader
44:35 • 2min
17
Byron Wien's Top Surprises for Next Year
46:23 • 2min
18
How to Follow the Markets
48:44 • 2min
19
The Bank of Japan Adjusting the Yield Curve
50:27 • 3min
20
The Top 3 Things to Watch in the Economy
53:13 • 3min
21
The S&P 500 Reverses the COVID Period
56:14 • 2min
22
The Second Week of August, We're Already Down at 4300
58:39 • 2min
23
The Bulls Are Losing Their Momentum
01:00:27 • 2min
24
The Dollar's Overhead Resistance Point
01:02:56 • 2min
25
Euro Yen Cross Rate: A Steady Uptrend?
01:04:51 • 4min
26
Bitcoin's YCC Is Letting Up
01:08:26 • 2min
27
Gold's Decline Is a Good Thing
01:10:38 • 3min
28
Uranium Stocks Hold Up Very Well
01:13:57 • 2min
29
The v-Shape Recovery in Ag Stocks
01:15:59 • 2min
30
The 10-Year Yield Position
01:18:04 • 2min
31
The Eurostock 50 Weekly Chart
01:19:58 • 3min
32
The Chinese Stimulus Is as Much as It Was Hoped to Be
01:23:03 • 2min
33
The Importance of Skin in the Game
01:25:15 • 2min
34
Skin in the Game
01:26:52 • 2min
35
The Two Year Note
01:28:23 • 2min
36
How to Be a Profitable Retail Trader
01:30:03 • 2min
37
How to Start a Fund
01:32:10 • 2min
38
How to Short the Euro Yen and Keep the Bull Run Going
01:33:58 • 3min
39
How to Hed Your Positions in the Market
01:36:44 • 3min
40
How to Hedge Your Portfolio Against the Market
01:39:53 • 2min
41
How to Eat Exotic Animals
01:42:17 • 2min
42
The Donkey and Shrek
01:44:02 • 2min
43
How to Eat Guinea Pigs in South America
01:46:14 • 2min
44
How to Eat Shrimp Without the Heads on It
01:47:47 • 2min