Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
The Sources of Disinflation That We Have in Our Forecast
01:36 • 2min
Oil Prices Rise - Will That Affect Oil Prices?
03:07 • 2min
Is the Fed Controlling Inflation?
04:40 • 3min
The Supply Side Matters More Than the Fiscal Side
07:50 • 3min
Fiscal Policy Matters More Than We Give It Credit For
10:47 • 2min
Is There a Recession in Inflation?
12:59 • 2min
Is There a Resurgence in Inflation?
15:10 • 3min
Private Equity and the Valuation Get in 2023
17:48 • 2min
The Golden Age of Private Equity Is Not Over
19:23 • 2min
Exchanges at Goldman Sachs Podcast
21:33 • 2min