Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 4min
Positioning and the Secular Realities of Markets
03:57 • 2min
The Fed's May Meeting
06:08 • 5min
The Worst Case for the Economy Is a Recession
10:49 • 2min
The China Reopening and Inflation
12:50 • 2min
The Fed's Struggles With Inflation
15:19 • 2min
Can the Fed Fight Inflation Without Destabilizing the Financial System?
17:44 • 2min
How to Lose Conviction in Passive Investing
19:17 • 2min
The Fed's Plan to Take Demand Out of the Market
21:14 • 4min
The Secular View on Value
24:53 • 2min
The Secular Hypothesis of Vol
26:38 • 3min
How to Profit From Counter Trend Moves
30:06 • 4min


