Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 3min
How to Evaluate the Mackerel Economy
02:49 • 2min
What's the Key Difference Between Goldilocks and Cryptocurrency?
04:54 • 2min
Are They Going to Taper?
07:19 • 2min
Supply Chain Dynamics
09:16 • 2min
What's Driving the Cash on the Side Lines?
11:01 • 2min
Inflation and Disinflation - What's Going On?
13:26 • 2min
Is There a Secular Driver to Disinflation?
15:23 • 3min
Is the United States a Developed Nation?
18:24 • 4min
How Do You Create Four Hundred Two Macros?
22:47 • 3min
Bitcoin and Cryptocurrencies - How Does That Fit Into All This?
25:33 • 4min
Big Coin
29:10 • 2min
Is Your Portfolio Part of Your Portfolio?
31:15 • 2min
The Assec Markets - What's Up With the Inflation?
33:32 • 3min
Is There Any Probability That Inflation Gets Unhinged?
36:39 • 2min
Equity Market Rally Could Actually Start the Broadand Out?
38:12 • 2min
What Are You Most Looking Forward to Over the Next 12 Months?
39:48 • 2min
Is It Touched by It?
41:59 • 3min
The Bitcoin Is Just Math, Don't You?
45:15 • 2min


