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Show Notes

[00:01:40] – How he sees the markets right now

[00:03:06] – How he handles information uncertainty and the value spreads

[00:05:53] – Trading in today’s market and volatility

[00:09:45] – How economic activity squares with the amount of stimulus being pumped into the market

[00:13:11] – Market Wizards: Interviews with Top Traders

[00:13:56] – Acid tests for individual companies in this environment

[00:19:09] – This Time Is Different: Eight Centuries of Financial Folly

[00:20:45] – His take on software companies during the crisis

[00:28:57] – Fast pace of change during extreme times of duress

[00:35:14] – Space as a service

[00:39:52] – Attention and time inside digital universes and how investors can take advantage

[00:46:17] – Why chaos is a ladder

[00:50:42] – It Was a Very Good Year: Extraordinary Moments in Stock Market History