Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 3min
The Fed's Measurement of Inflation
02:52 • 2min
The Fed's Overdoing of the Housing Policy
04:27 • 2min
The Bank Walk to Higher Yielding Treasuries
06:14 • 5min
Warren Buffett and Charlie Munger on Powell's CPI and Interest Rate Situation
11:36 • 3min
The History of Warren Buffett
14:06 • 2min
The Fed's Embedded Income Yield Is 533
15:57 • 2min
The Risks of Inflation
17:46 • 2min
Warren Pies' Energy Story
19:43 • 3min
How to Stay Better Than Expected Throughout the Year
22:28 • 2min
The 10PE Stocks vs. The 25PE
24:28 • 2min
AI and the Future of Tech
26:30 • 1min
The Future of Computing
27:58 • 2min
The Importance of Currency Neutrality in Japan
29:35 • 2min
Jeremy Buffett on the Ban Yield TLT
31:14 • 2min
The Future of Bond Yields
32:49 • 3min