Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 3min
Is the Fed Ready to Really Battle the Feds?
03:15 • 4min
Do You Think the Economy Is Strong Enough?
06:51 • 2min
The Fed Is a Political Institutionan, Is It a Policy Mistake?
09:18 • 3min
Long Duration Bonds - What Do You Do With Them?
12:36 • 3min
Master Works Parallel Punishment
15:55 • 2min
What Do You Think About the Yield Curve Inversion?
17:41 • 2min
The Commodity Hedge, Is It a Portfolio Hedge?
19:21 • 3min
Is the Dollar a Good Diversifier?
22:31 • 4min
The ETF Structure Is How They Decided to Buy ETFs
26:17 • 3min
Is the Feds Attacking the Wealth Effect?
28:50 • 3min
Is There a Recession in 2023 or Later?
32:20 • 2min
Is There a Disconnect Between Consumer Sentiment and Market Sentimence?
34:32 • 2min
Is the Energy Sector the Best Equity Hedge?
36:18 • 2min
The World According to Punk, Six Five Two Nine
38:14 • 2min


