Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
The War Between Speculators and the Saudi Arabians
02:09 • 2min
The Resilience of the Euro to the Weak Data
04:24 • 2min
Exalted Data and Market Reader: A New Approach to Macro Strategy
06:32 • 2min
How Market Reader Can Help You Analyze the Market
08:28 • 2min
The Euro Is Resilient Despite the Euro Crisis
10:56 • 4min
The Positive Case for the Reopening of China
15:11 • 4min
The Structural Shift From Strong Inflows Into China From Multinationals to Almost Nothing
18:59 • 3min
What Is the PBC Doing Every Day in China?
22:13 • 5min
The Potential for a Game-Changing Move From Bank of Japan
27:12 • 5min
The Euro Crisis and the Structure of the Euro Zone
31:59 • 4min
The Rise of the ECB and the Importance of Listening
35:41 • 4min
The Eurozone Is in a Hard Time
39:26 • 2min
The Repercussions of European Fixed Income
41:39 • 2min
The Messy Landscape of European Inflation
43:18 • 2min
The Importance of Transport Substitutes in the Economy
45:35 • 2min
The No Shit: A War to Central Banker or Economist Saying Something That Is Extremely Obvious
47:20 • 2min
The Japanese Yen Is a Good Addition to a Portfolio
49:20 • 2min