Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 3min
How Did You Find Your Way to Being Chief Investment Officer of Bridgewater?
03:13 • 4min
The Best Call You Ever Made in the 25 Years of Bridgeport?
07:29 • 5min
What Does This Mean for Markets?
12:45 • 2min
CPI Inflation Growth in November
14:39 • 2min
The Fed's Keyed in on Core Services
16:38 • 3min
The Fed Is Really Zoned in on Core Services, Ex-Shelter
19:17 • 5min
What's the Difference Between Demand and Supply?
23:55 • 2min
Why You Can't Print Money and Spend It Without Producing Income
25:33 • 4min
Do You Buy Into Greg's Argument?
29:53 • 2min
Why Did They Run Out of Chip Production?
31:37 • 3min
Do You Think the Markets Are Making the Biggest Pricing Mistakes?
34:30 • 4min
Are We Going to Have a Recession?
38:39 • 2min
Bond Market vs Equity Market - Is the Bond Market Right?
40:54 • 4min
Is Private Credit a Part of the Corporate Bond Market?
45:13 • 2min
Do You Think That's a Systemic Risk?
47:17 • 6min
Is Manufacturing in Recession?
52:51 • 2min
Are You Getting a Severance Package?
54:27 • 2min
Is There a Slowdown in the US Labor Market?
56:20 • 3min
The US Composite Purchase Managers Index
59:37 • 5min
Is There a Recession?
01:04:55 • 2min
Is There a Demand Effect of the Interest Rates?
01:06:38 • 3min