Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
The Inversion of the Curve Has Got More Severe After His Talk
02:17 • 2min
Commodity Prices - Is There a Need for Ther Fed?
04:30 • 4min
Do You Think the June Bottom Is Going to Hold?
08:18 • 2min
The Imf and the I I F - What's Behind the Markets?
10:15 • 3min
Fed Funds Rates - Is That the Right Thing?
13:25 • 2min
What Should I Expect From the Fed?
15:12 • 3min
Are You Still There? Can You Hear Me?
18:16 • 5min
Is It Possible to Hedge Your Exposure?
22:46 • 3min
Is the Urozone Cheap or Expensive?
25:21 • 3min
Uro - The End of the Currencies
28:40 • 2min
Is the Urozone a Recession Call?
30:15 • 2min
Global Recession and Yen Strang to Night?
32:16 • 3min
Reshoring and Friend Shoring in China?
35:15 • 1min
The Economic Underperformance in Latin America
36:32 • 4min
China and the Markets Changing, I Think.
40:26 • 59sec
Emerging Markets - Is China a Game Changer?
41:24 • 3min
Emerging Markets - Is China Leading the Pack?
44:01 • 4min
Is the Fed Doing Adovish Pivot?
47:53 • 2min
Is It a Turning Point Inflation?
49:50 • 3min