Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The US Economy Remains Resilient Despite Recession Fear
02:02 • 3min
The Bottoming of the ISM Manufacturing PMI
04:59 • 2min
The Negative Effects of Investor Positioning on Aggregated Bases
06:39 • 3min
The S&P 500 Bitcoin: What's Driving It?
09:56 • 2min
The Fed's Decision on Interest Rates
12:25 • 3min
The Immaculate Disinflation Portfolio Approach
15:50 • 2min