The Meb Faber Show - Better Investing

Stephanie Pomboy on the Corporate Credit Crunch | #494

Aug 9, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 3min
2
The Fed Raised Rates in the Unprecedented Fashion on an Economy That's Toting Record Amount of Debt
02:51 • 3min
3
The Fed Is Still Tightening
05:54 • 5min
4
The Fed's Inflation Squeezes Consumers
10:59 • 3min
5
The Investment Grade and Junk Spreads Are Blowing Out
14:13 • 2min
6
The Problem With the Small Caps
16:34 • 3min
7
The Differences Between Consumer Sentiment and Consumer Confidence
19:57 • 5min
8
The White House's W Take Profit on Their SPR Refill
24:55 • 5min
9
The Government's Accountability of Corporate Profits
29:56 • 2min
10
The Fed's Expectations for the Dollar
32:13 • 4min
11
Gold and the Miners Both Made Their Move Over the Past Year
36:02 • 2min
12
The Importance of Distinguishing Marginal Returns
38:31 • 3min
13
The Reverse Wealth Effect on Stocks
41:55 • 3min
14
The Importance of Tea Bills
45:16 • 3min
15
The Best Investment I've Made in Emerging Markets
48:46 • 2min
16
The Rent Versus the Real Estate Crowd
51:07 • 3min