Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
Will We See Fiscal Stimulus From 2020 and 2021?
02:02 • 2min
Bond Yields and Risk Assets - Is That Good News?
03:55 • 2min
Is $100 a Barrel the Same?
05:31 • 2min
Is There a Core to Inflation?
07:18 • 4min
The Midterm Messaging Dynamic Red and Blue Versus the Polling Shock
10:53 • 2min
Is This a Referendum on the White House?
12:31 • 4min
iPhone 14 Pro Pro Max
16:42 • 2min
Apple's iPhone 14 Pro Is Seeing Strength Despite Dark Storm Clouds
18:53 • 4min
What's the Service Dynamic?
22:35 • 2min
The Inflation Cycle Is Stickier
24:36 • 2min
Productivity Is the Fly and the Ointment of the Labor Market
26:19 • 2min
Are We Out Restrictive and How Do We Know?
28:03 • 2min
The Future of Data
29:48 • 2min
Upwork - A Newer Way to Work?
31:21 • 2min