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
Introduction
00:00 • 2min
The Future's Whole of Fame, Kentropen
01:38 • 3min
How to Become a Director of Mane Futures
04:20 • 2min
John Henry and the Red Socks
06:08 • 2min
Seeding a Hedge Fund?
07:53 • 2min
Trend Following
09:45 • 2min
How Do You Avoid the False Positives?
11:37 • 2min
Are the Portfolio Managers Bringing a Different Approach to the Assets?
14:02 • 2min
Risk Management - How to Manage Risk?
16:08 • 3min
Third Bridge Forum
19:10 • 3min
Is Liquidity Changing?
21:44 • 2min
Macro Investing - I Can't Remember a More Interesting Time to Be a Macro Investor
23:20 • 2min
The Markets Are More Interesting, You Know?
25:12 • 2min
Is 20 21 a Less Interesting Year Than 20 22?
27:26 • 3min
Is the Fed Raising 75 Basis Points?
30:07 • 2min
The Great Resignation Is Over, Right?
31:54 • 3min
Is There a Hybrid in 2022?
35:20 • 3min
Stocks in a Recession?
38:34 • 2min
Is the Market Pricing in a Recession?
40:21 • 3min
The Dollar Continues to Intrigue Me
43:23 • 2min
Do You Think the Dollar Is Going Up?
45:49 • 2min
Is the Fed Going to Cut Rates?
47:51 • 3min
Equity Valuations Coming Down?
50:25 • 3min
Graham Capital Management's Headquarters Is in Rockledge, Connecticut
53:16 • 4min
What Are Your Favorite Questions?
57:10 • 2min
Mackerel Investing - What Do You Wish You Knew?
59:35 • 2min
The Difference Is Bloomburg Government
01:01:56 • 3min


