

What the Business Cycle is Telling us About a Recession
Jun 27, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 3min
Copper Prices Are Sinking Hard
03:15 • 5min
Recessions Are Having Their Hamlet Moment
08:10 • 2min
Are We in a Recession?
09:47 • 3min
Is the Market Going to Break?
12:39 • 3min
Are We Going to Get Inflation Back Down?
15:30 • 5min
Is There a Recession?
20:04 • 3min
Investing in Fixed Income Stocks
22:48 • 3min
The Human Brain Needs a Story
25:30 • 2min
Portfolio Rebalancing
27:56 • 3min