Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
The U.S. Will Defend National Security Interests With Regards to Threats Posed by China
01:32 • 2min
The Fed's Support for a Rate Hike to Lower Inflation
03:46 • 2min
TSMC Reaffirms Target for Capital Spending This Year
05:53 • 2min
China's Conciliatory Response to Yellen's Comments
07:40 • 2min
The Presidents of the United States and France Have Talked About Taiwan and China in a Call Today
09:16 • 2min
The US Is Well Within the Window of Maximum Danger for a Chinese Invasion of Taiwan
10:56 • 2min
The S&P 500 Is Up 8% Year to Date
12:45 • 2min
The Negative Undercurrents in the Balance Portfolio
14:21 • 2min
The Future of Stock Picking
16:19 • 2min
The Key Question: Are We Going Into a Mild Recession or a Deep One?
18:06 • 2min
The Power of Shame
19:50 • 2min