Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 3min
I've Been Pretty Wrong on the Fed Over the Past Couple of Months
02:40 • 2min
Is There a 20% Normal Catch-Up in Core Inflation?
04:17 • 4min
What's Boiling in Diesel Space?
08:06 • 4min
Macro Trading Floor Interview - The Guest of the Week
12:03 • 2min
The Importance of Demographics and Productivity
14:11 • 5min
Is Technology Driving Productivity Growth?
19:26 • 2min
Is the Fed Going to Slow Down the Rate of Change?
21:29 • 4min
Are You Changing the Growth Trajectory or Not?
25:07 • 3min
Is the Fed Cutting Rates to 2% or 1% Right Now?
28:19 • 3min
Can Southern Europe Use Algeria for Natural Gas More Than It Is?
31:16 • 3min
Can ETFs Drop From the Edge of a Recession?
34:22 • 5min
What's Your Best Risk-Reward Market Opportunity?
39:37 • 3min
Bond Yields Should Be a Relatively Good Trade
42:37 • 4min
Macro Trading Floor - The Long TLT Trade
46:12 • 2min
Is There a Need for Negative Real Rates?
48:25 • 5min
The Disinflationary Nominal Growth Trend
53:05 • 1min
Is There a Recession Coming? Riaz, I'm Not Overly Long Bonds Yet.
54:32 • 5min