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 • 2min
The Importance of the Central Bankers in Determining What Happens Next in Markets
01:36 • 3min
The Trends of Tech Stocks in the Market
04:52 • 3min
The Importance of Trend Following
07:32 • 1min
The Reset of the Market
09:00 • 2min
The Importance of Factor Analysis in the Second Half of the Year
11:15 • 2min
AI: A Long-Term Trend?
12:58 • 2min
The Future of Bank of America's Securities Research
15:26 • 2min
The Importance of ESG in an Investment Strategy
17:22 • 2min
The Impact of Climate Change on Fixed Income Investments
19:28 • 3min
The New Reality of Central Bank Policy
22:31 • 2min
The Cost of Fighting Inflation in a Supply-Constrained Environment
24:16 • 2min
The Air Traffic Crisis in the United States
26:05 • 3min
The Rise of Business Travel
29:09 • 4min
The Greatest Grateful Dead Concert Ever
33:18 • 2min
The Second Leg of a Bull Market
34:50 • 2min
The Boiling Frog System: When in Hell Does Judge Come Back?
36:27 • 2min
How to Know When to Cover a Short
38:16 • 2min
Bloomberg Technology Transformation and the Strategic Sea Sweet
40:30 • 2min