► 00:00 – Introduction
► 07:07 – Grantham’s SuperBubble – If you require a crash enough time …
► 18:35 – Making it through A Correction – Don’t cap your upside at the bottom, amongst other things.
► 26:40 – SPAC Crime Wave – There’s been excessive money lost for people to simply ignore it.
► 34:40 – Retail Is Bored – “The quote from retail financiers totally vaporized.”
► 43:35 – Peloton Activist – The question is what, if anything, would a different CEO have done?
► 47:47 – Public vs Personal – Private markets are now awakening to public market truth.
► 53:10 – What Is Happening? – An audience asks the crew to discuss their theory on why this is all decreasing (pun meant).
► 57:22 – Swelling Amount – With a long sufficient time horizon, should you just put it all in today?
Take a look at Bob The World’s Worst Market Timer: https://youtu.be/pFgPNVytlwA
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