Founders Recording: Zoltan's Ride of the Volkyries
This Sunday we did a read through and translation of the sometimes difficult to read but recently very popular Zoltan Pozsar’s latest missive. This Founders discussion was different than previous ones in several ways. It was an experiment of sorts that yielded good results content wise.
The report timing was good based on what happened this week so far. It was also good to get this understood before reading various opinion pieces that will come out.
The questions were outstanding and really made the whole thing worthwhile
As an audio book style, “we” need to do some work here. When nervous, I get a little too profane and that happened alot here as well as some self aggrandizement1. lesson learned
The second part discussion on open interest and correlations was also good
Almost didn’t release this since as an audio post it doesn’t work. But the Founders contribution content is good. My own explanations are also not bad except for the delivery. We will do this again now that proof of concept is done. But with a “G” rating!!
The chat is also attached since that is where many of the questions came from. Adults only please. Enjoy
Zoom Link HERE. Passcode and PDF at bottom