Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
The Inflation Print Is Higher Than Expected
01:55 • 3min
Emerging Market Currencies Are Not Making New Lows
04:28 • 4min
Is the Fed Raising Interest Rates?
08:55 • 5min
The Rail Strike Is Quite Unique
13:45 • 3min
Are You Seeing the Infrastructure Get Built Up?
16:49 • 2min
The Ukranians' Counter Offensive
18:26 • 3min
Are There Any Historical Examples of Guorilla Warfare?
21:34 • 3min
Do You Think There's a Morale Issue?
24:09 • 5min
Ukrane Is a Major Bread Basket of the Soviet Union
29:29 • 2min
Do You Think We're Being Too Sanguine a D?
31:46 • 3min
The Moral Implications of E S G
34:41 • 2min
Investing Is Not Just Positive Emotion
37:00 • 4min
Star Fleet Officer - Isao Human, Spak Vulcan?
41:15 • 2min
An Appetit for Paris by a J Lebling
43:29 • 2min
The Europeans Can Turn Around on a Dime
45:52 • 4min
I Think It's Not Just a Cultural Stereotype, but It Can Really Make You Make Wrong Decisions
49:58 • 2min
The Russians Are Not Strong Enough Yet, Is It?
51:51 • 2min
Brazilian Economic Activity Data
53:37 • 3min