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
What's on Sam's Mind?
01:45 • 5min
Do You Think Powell's the Most Hawkish Person at the Fed?
06:17 • 4min
China, Is It Going to Be the Same?
10:44 • 4min
Is China a Value Play?
14:51 • 2min
The Probability of a Zero Is a Significant Risk, Existential
16:34 • 3min
Why Does the US Care So Much About Taiwan?
19:20 • 3min
The French-Owned Theme
22:46 • 2min
Philly vs Houston - It's Just Fun
24:53 • 2min
Oil Market Outlook - Is There a Longer-Term Trend for Oil?
26:27 • 3min
The Big Fed Mistake
28:58 • 4min
Is the Labor Market a Non-Emergency?
33:18 • 2min
What Are You Doing?
35:34 • 2min
Fed Policy Error - What Do You Do?
37:31 • 3min
Is the Fed Trying to Get a 5% Income Target?
40:09 • 2min
Is There a Balance in Productivity?
42:03 • 3min
The Twitter Employees Are Being Let Go
44:43 • 2min
Are You Productive From Anywhere?
46:20 • 3min
Pepsi Pricing Power, I Love This One
48:55 • 2min
Building Model Portfolios Using Macro Themes and Bottoms Up Macro
50:49 • 2min