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
Introduction
00:00 • 2min
Do You Think Stocks Will Do Well in 2022?
02:08 • 3min
Is There a Soft Landing in the US Economy?
05:13 • 3min
Is a Black Swan a Grace One?
08:03 • 2min
Is There a Mark to Market Issue in Private Equity?
09:44 • 2min
When Private Equity Goes Bust, What Does That Look Like?
11:57 • 3min
How Systemic Would a Blow Up in Private Equity Be?
14:33 • 2min
Is There a Federal Intervention in Private Equity?
16:49 • 4min
How Private Equity Firms Are Buying Private Equity Debt?
21:06 • 2min
Private Equity and Venture Capital - What's the Difference?
22:48 • 3min
Grace One Private Markets for 2023?
25:29 • 3min
Is There a Balance in the Value of ByteDance?
28:14 • 3min
Macro Investors: Is China Reopening?
31:04 • 4min
Is There Too Much Savings in China?
34:54 • 3min
Is There a Balance Sheet Problem in China?
38:16 • 2min
Is There a Better Way to Help the Chinese Consumer?
40:12 • 2min
What's Your View on Long Term Bonds?
42:08 • 4min
The Fed's Looking at the Labor Market
45:49 • 3min
Energy Prices Are a Big Driver of Inflation
49:17 • 3min
Oil Demand, Natural Gas Demand, Will Go Up in 2023?
52:04 • 2min
Is Europe on the Verge of Recession?
53:49 • 2min
ECB Rates
55:52 • 2min
Macrohi Prime Review
57:36 • 2min
Is the Euro So Weak That It's Boosting Industry Within Europe?
59:29 • 3min
Is the Euro Going to Be Stronger Than the Dollar?
01:02:40 • 3min
What Does a Pivot Mean to You?
01:05:57 • 3min
Crypto - What's Your View on Crypto?
01:08:53 • 3min