Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
The Importance of Data in the Rear View Mirror
01:38 • 2min
The Bankers' Preparation for the Economy
03:59 • 2min
The Fed's Calibration of Monetary Policy
05:40 • 2min
The Fed's View of the Economy
07:20 • 2min
The Fed's Balance of Risks
08:56 • 2min
PIGIM: A Long-Term Perspective on the Market
11:25 • 3min
The Importance of Supply-Driven Inflation
14:12 • 2min
The Fed's Resilience to Inflation
15:53 • 2min
The Speed Effects of the Fed on Interest Rates
17:33 • 2min
The Fed's School of Thoteness
19:30 • 2min
The Demand for Treasuries
21:00 • 2min
How to Stay Invested in a Volatile Environment
22:35 • 2min
Active and Index Investing in the U.S. Equity Market
24:25 • 3min
The Uncertainty in Washington
27:42 • 2min
The Media Circus and the Republican Party Co-a Blessing Behind the Former President
29:33 • 2min
The Importance of Accountability
31:46 • 3min


