Talking Like Volcker, Channeling Burns (guests: Rob Arnott, Brent Kochuba)

1

Introduction

00:00 • 2min

2

Investing in Options

01:43 • 2min

3

How Did You Get Into the Investment Management Business?

03:20 • 2min

4

How Did You Become Interested in Investing?

05:26 • 3min

5

How Did You Become a Chartered Accountant?

08:39 • 2min

6

Getting the Hell Out of the Market

11:06 • 2min

7

How Did the Asset Allocation Work?

12:40 • 4min

8

The All Asset Fund

16:54 • 4min

9

Fundamental Index

21:13 • 4min

10

Is Equal Weight a Good Arbitrage?

24:49 • 3min

11

The Fundamental Elements of Fundamental Index

28:04 • 3min

12

Do You Think the Inflation Swap Market Is Wrong?

30:59 • 2min

13

Is Owner's Equivalent Rent Going to Accelerate?

33:04 • 4min

14

Do You Think the Market Is Increasingly Precious of a Recession?

36:39 • 5min

15

Tenyer, Isn't Short Money Shortish?

41:54 • 6min

16

What's an Investor to Do?

47:40 • 4min

17

The Nature of Inflation Is Moderating

51:44 • 2min

18

Why Higher Interest Rates Mean Better Value Than Growth?

53:32 • 4min

19

Why Value Stocks Outperform Growth During Periods of Inflation

57:56 • 2min

20

Value Relative to Growth - Is That About to Run Again?

01:00:01 • 3min

21

Do You Think the Market Is Going to Increase?

01:03:03 • 2min

22

What and When Is Pek Fear A?

01:05:08 • 3min

23

What Are Your Favorite Investment Books?

01:08:15 • 2min

24

The Remarkable Story of Risk

01:10:14 • 4min

25

The King Has No Clothes

01:14:28 • 2min

26

What's Your Dad's Advice?

01:16:19 • 4min

27

Is It Research Affiliates Dot Com?

01:20:06 • 2min

28

The Quart Quarterly Options Show, Brent Hanks

01:22:07 • 2min

29

The Delta Notional Exposure for Puts and Calls

01:23:41 • 3min

30

The Delta Notional

01:26:17 • 2min

31

Short Put Options - Is the Market Rallying?

01:28:32 • 2min

32

The Volatility of the Futures Market

01:30:07 • 2min

33

Cpi

01:32:20 • 2min

34

The Market Isn't Stable, Is It?

01:34:43 • 2min

35

The Difference Between Realized Volatility and Implied Volatilities

01:36:49 • 3min

36

Liquidity in the Emines

01:39:28 • 2min

37

The Vix Normalize to Realized

01:41:05 • 2min

38

Vix Futures and the Term Structure

01:43:02 • 3min

39

Equity Options - Can I Use the Move Index as My Barometer for Mackerel Concerns?

01:46:31 • 2min

40

The Vix Index Is the Same as the Skew Index

01:48:13 • 2min

41

The Next Crisis Will Come Out of the Bond Market, Not the Stock Market

01:50:37 • 2min

42

Bond Bar Market

01:52:32 • 2min

43

Is That Your Major Signal for a Sustained Stock Market Move That Isn't?

01:54:52 • 2min

44

Are the Calls Coming In, or Are They Selling Calls?

01:56:34 • 2min

45

Is the Market Setting Up Right?

01:58:34 • 4min

46

Is There a Tail Risk to the Bond Market?

02:02:39 • 3min

47

Market Huddle

02:05:37 • 2min

48

You Know, You Can't Knock It Till You Trys

02:07:38 • 2min

49

The Financial Markets - A Look at the Top Three Things to Watch

02:09:17 • 5min

50

The Market Is Still a Bare Market, Right?

02:14:01 • 4min

51

The Dollar Is Going Down, Is It Going to Fade?

02:18:26 • 3min

52

Is There a Real Chance That Inflation Is Cooling?

02:21:13 • 5min

53

All Right. Let's Move On.

02:26:39 • 5min

54

Traders With Not Much Capital, Prop Firms

02:31:46 • 6min

55

The Bond Market Isn't Working as Well as It Used to Be

02:37:33 • 3min

56

Rings of Power

02:40:16 • 2min

57

Tometo - Ron Tometor - Is This a Good Movie?

02:42:22 • 5min