Podcast Episodes

WOYM: Is the correction over?

Episode 66

(01:03) – Economic Indicators & Sentiment
(02:12) – Investment Strategies & Stock Picks
(02:52) – Animal Spirits in Markets
(04:18) – Valuations & Secto…

1 year ago

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Did the Bubble Burst?

Episode 65

(00:42) Current Market Overview and Key Themes
(02:25) Personal Anecdotes and Life Lessons
(04:55) Upcoming Market Events and Predictions
(09:11) Analyz…

1 year, 1 month ago

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Hedge Fund Positioning: 13F Review

Episode 64

Download the 13F document here - bit.ly/41gM9LF

(01:12) Hedge Fund Position Analysis

(02:07) Team Expansion and Future Strategy

(02:46) Key Holdings and…

1 year, 1 month ago

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DeepSeek Nvidia and "Peak Sentiment"

Episode 63

(00:45) Weekend Recap and Personal Stories
(01:44) Deep Seek and Its Implications
(07:10) Peak Sentiment Explained
(10:15) Market Reactions and Sector A…

1 year, 2 months ago

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Blackstone's Outlook and the Case Against Bonds

Episode 62

(01:44) Market Overview
(03:04) Retail Sector Insights
(04:40) Investment Strategies
(19:23) Economic Trends
(21:27) China’s Stimulus
(26:28) Global Trade…

1 year, 3 months ago

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Are Nvidia and Tesla on a collision course?

Episode 61

(01:59) Discussion on current AI trends and emerging key topics.
(03:16) Highlights from Jensen's CES conference and its industry implications.
(05:32)…

1 year, 3 months ago

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Are Nvidia and Tesla on a collision course?

Episode 60

(01:59) Discussion on current AI trends and emerging key topics.
(03:16) Highlights from Jensen's CES conference and its industry implications.
(05:32)…

1 year, 3 months ago

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WOYM: Podcasts are Bad for Your Health

Episode 59

00:24 Current Market Overview and Key Topics

01:11 The Debate on Podcasts and Investment Strategies

03:04 Economic Indicators and Market Sentiment

07:10…

1 year, 3 months ago

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WOYM: Podcasts are Bad for Your Health

Episode 58

00:24 Current Market Overview and Key Topics

01:11 The Debate on Podcasts and Investment Strategies

03:04 Economic Indicators and Market Sentiment

07:10…

1 year, 3 months ago

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Buy from Pessimists, Sell to Optimists

Episode 57

00:44 Chamath's Tweet Analysis

03:06 Understanding Stock Prices and Market Behavior

12:22 Factor Investing Explained

17:37 Twitter Momentum and Market T…

1 year, 3 months ago

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