Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 3min
The Fed's Base Effects on Inflation
03:23 • 3min
The Chinese Economic Cycle: A Hyper-Compressed Cycle?
06:02 • 3min
Asset Allocation in a Mid to Late Cycle
09:08 • 3min
The Fed's Tightening of Financial Conditions
12:20 • 4min
The Stock Market Is Resilient in Spite of the Fed's Tightening of Monetary Conditions
16:42 • 5min
The Equity Risk Premium
21:28 • 5min
The Risk-Free Part of the Tightening and Monetary Conditions
26:44 • 4min
The Cycle of the Commodity Bull Market
30:22 • 2min
The Secular Bull Market and the Commodity Market
32:01 • 4min
How to Value Gold as an Inflation Hedge
36:24 • 4min
The Gold Market Is Sniffing Out a Regime Shift
40:21 • 3min
The Fed's Quantitative Tightening Strategy
43:16 • 5min
The Fed's Expectations for Inflation
48:20 • 1min
The Fed Needs to Maintain More of a Persistence of Above Neutral Rates
49:44 • 2min
The Fed's Soft Landing at Neutral
51:19 • 3min
The Dollar and Financial Conditions
54:31 • 4min
The Fed's Yield Curve Control 2.0
58:46 • 4min
The Fed's Yield Curve Control Strategy
01:02:17 • 4min
Bitcoin: A Leader in the Year-to-Date Performance
01:06:12 • 2min
The Bipolarity of Bitcoin
01:08:27 • 5min
The Fed's Balance Sheet and the Bitcoin Bull Run
01:13:02 • 6min