Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 5min
The Fed's Misguided Goal Is to Crush Wages
04:56 • 3min
What's Going to Happen in 2012?
08:24 • 3min
Jeremy Howe, Quant Researcher at Bloomberg
11:08 • 3min
Inflation, You Know, Is It Transitory or Structural?
13:53 • 5min
Inflation and Supply Chain Deflation
19:05 • 5min
Bond Yields Will Return to Their Hedge?
24:26 • 3min
Will Bonds Be the Risk Off Hedges?
27:13 • 3min
Is the Fed's Balance Sheet Sitting at a Historical High?
30:37 • 5min
The Value Factor in the S&P 500 Index
35:36 • 2min
Is There a Pricing Power Factor?
38:01 • 5min
Commodities Are the Classic Inflation Hedge Right
42:48 • 5min
Is There a Role for Commodities in Your Portfolio?
47:26 • 6min