Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 5min
The Rise and Fall of Cryptocurrencies
05:14 • 5min
The Difference Between Futures and Spot ETFs
09:54 • 5min
Why Have We Been Rallying So Hard?
14:27 • 4min
The Resilience of the Economy
18:00 • 5min
The Fed's Role in Liquidity
22:59 • 3min
The Three Body Problem and Liquidity
25:31 • 4min
The Fiscal Cost of Borrowing Money
29:34 • 2min
The Fed's Plan to Increase Capital Requirements for Large Banks
31:39 • 6min
The Tale of a Large Hedge Fund With a Healthy Risk Appetite
37:39 • 4min
The Trouble With Private Market Investing
41:28 • 3min
The Importance of Humility in Crypto
44:01 • 3min
The Importance of Humility in Trading Bonds
46:49 • 5min
Home Building Stocks Are on a Tear
51:52 • 3min
The White Color Recession in the US
54:34 • 2min
The Slow Moving Train Wreck
56:32 • 2min
The Misalignment Between Fiscal and Monetary
58:24 • 2min
The Negative Effects of Venture Capital Money on Profitability
01:00:24 • 4min
The Future of AI
01:04:43 • 2min