Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
The Bear Market Is Picked Over
02:08 • 2min
The Bulk Case Is Not That Probabilistic
03:52 • 2min
Do You Think We're Going to Get a Rebound?
05:26 • 2min
The Managed Care Stocks Have Been Great in a Tough, Tough Year
07:37 • 2min
Risk Assets Reacted to the Fed's Halo Message
09:30 • 2min
Do You Foresee a Volckerized Federal Reserve?
11:24 • 2min
The Fed Reacts Sohawkishly
12:58 • 2min
The SCP, the Survey of Economic Productions, Will Be So Important Today
15:04 • 2min
The MyGM Rewards Card Gives You Best in Class Rewards
16:41 • 4min
Is the Real Yield a Good Thing?
20:35 • 3min
Is the Fed Going to Overshoot?
23:15 • 3min
Commodity EM: The Impact of a Strong Dollar on Commodities
26:08 • 2min
Do You Think the Dollar Impact on Commodities Is a Band-Aid?
27:44 • 2min
Workday - The Future of Finance
30:03 • 3min