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 • 3min
Is the Stock Market Starting to Bottom?
03:25 • 5min
Do We Have a Stock Market Bottom Yet?
08:37 • 3min
Are You Surprised That Nothing Major Has Broken?
11:32 • 3min
What's Going on in the Credit Card Space?
14:21 • 5min
Is It a Soft Landing in Orange County?
18:51 • 2min
What's Going to Happen in the Mortgage Market?
21:11 • 5min
What Happens When the Fed Uses Policy Even More?
25:53 • 3min
Is the Consumer Back?
28:47 • 5min
Is the Fed Never Got What It Wanted?
33:31 • 4min
Circles USDC - The One Stop Shop for a Secure Digital Dollar
37:27 • 5min
The Fed's Rule Number One - Mean Reversion
42:45 • 2min
Inflation Is a Complex Problem
44:55 • 2min
COVID - What's Changed?
46:28 • 2min
The Fed Is the Fed Making Policy Mistake
48:56 • 4min
How Do Assets Perform in a Recessionary Bear Market?
52:55 • 5min
How Do You Value Crypto?
58:12 • 4min
Is the US the Cleanest Shirt in the Laundry Basket?
01:02:10 • 4min
Charles Kindle Burgers, Manious Panics and Crashings
01:05:40 • 2min
Rosenberg Research - What's the Best Way to Get Started?
01:07:43 • 3min