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00:00 - Intro
03:00 - About Dave and his work
06:04 - Are big pension funds failing?
11:21 - A fragile world
19:54 - How Dave thinks about liquidity
25:20 - What does cheap actually mean?
34:23 - What might be next for volatility
41:43 - The next Korean ship builder?
46:19 - Is forecasting pointless?
51:00 - Improve your convexity = improve your life
59:37 - What is cheap today?
01:13:14 - Time for some outrageous predictions
01:18:49 - Thanks for listening