Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
Stocks and Bond Markets Reacted to a Pandemic
02:16 • 2min
Macro Forecasting for 2021
04:22 • 2min
Makro Forecasts and Successful Forecasters Are Few and Far Between
05:58 • 2min
The Fed's Lock Down Related Recession Was Painful
07:36 • 2min
Investing in the Pandemic - What Is the Best Option?
09:26 • 2min
Fed Says Rates Will Be Low for Years to Come
11:06 • 2min
Is the One Point Ninety Dollar Relief Package Too Much?
12:52 • 1min
A Look at Fiscal Stimulus Measures
14:19 • 2min
Is Inflation a Threat Any Time Soon?
16:07 • 2min
Can the Fed Really Increase Its Balance Sheet by Trillions of Dollars?
18:04 • 2min
To Day's Asset Valuation of the S and P 500
19:38 • 3min
Is There a Bubble in the Economy?
22:14 • 4min
Should Investors Be More Defensive or More Aggressive?
26:06 • 3min
Oak Tree Capital Management L P.
29:21 • 2min