Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
Introduction
00:00 • 2min
The Button Up or the Button Down?
01:37 • 2min
The Fed Pause: A Throw It Out the Window Situation
03:09 • 2min
The Limits of a Back Test
04:50 • 2min
The Cons of Interest Rates
06:34 • 2min
Bond Investors Care About Duration Risk
08:09 • 2min
The Bond Market Is Confusioned in the Push and Pull Between a Rate Increase and a Slowdown
09:53 • 2min
The Diffusion Index Is the Lowest Since April, 2020
11:38 • 2min
The Slowest Pace Since February, 2021
13:12 • 2min
The Rise of the Credit Card Utilization Rate
14:52 • 2min
The Crockpot Recession
16:48 • 2min
Warren Buffett: A Bad Investor?
18:44 • 3min
The Effect of Concentrated Portfolios on Index Fund Investors
21:22 • 2min
The Low Cash Drag in Investing
22:57 • 2min
The Average Inflation Rate in the Last Five Years
25:07 • 2min
The Future of Inflation for Boomers
26:55 • 2min
The Boomer Millennial Thing
29:02 • 2min
The Bottom 25% Is Seeing the Biggest Wage Gains
30:50 • 2min
The Rise and Fall of Cryptocurrencies
32:58 • 2min
The Implications of AI for Jobs
35:17 • 2min
AI's Impact on Millennials
37:24 • 3min
The Boom in Millennial Housing Prices
39:55 • 2min
The Importance of Demographics
41:45 • 2min
Jamie Diamond on the US Economy
43:29 • 2min
Bank of America's Digital Volume Trend
45:34 • 2min
The Crockpot Recession
47:11 • 2min
Apple's High-Alt Savings Account
48:56 • 2min
The Wild Side of Amazon
50:32 • 2min
The Best TV Show of the Year
52:23 • 2min
The Gap Between Barry and Casino
53:54 • 2min