Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
Is the European Energy Crisis a Managed Crisis?
01:31 • 3min
What's the Near-Term Outlook for Inflation in Europe?
04:02 • 2min
What's Your Take on the Inflation Report?
05:34 • 2min
Is the Market Prepared for an Upside Surprise in This CPI Number?
07:11 • 2min
What Does That Mean to the Yield Curve?
09:20 • 3min
Is a Recession Priced In?
12:35 • 4min
Why the Risk of a Recession Is Much Higher Than a Deep Recession
16:11 • 2min
The Great Rate Debate Is Already Available for Subscribers at the Real Mission Platform
18:06 • 2min
The Battle Between Inflation and Recession Is Bigger Than in the US
19:48 • 2min
Is the Pound Sterling a Good Buy?
21:32 • 4min
The Sterling Is a Residual of Global Equity Markets
25:21 • 2min
A Look at US Equities Relative to Dollar Liquidity
27:15 • 2min
What Is the DA Course in the Context of Equity Markets?
29:22 • 2min
Is the Fed Getting More Doomish Than It Is Now?
31:40 • 2min
Real Vision Daily Briefing - What's Up Revolutionary?
34:05 • 2min