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


