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 23
Introduction
00:00 • 2min
Is the Core Rate Going to Overstate Core Inflation?
01:42 • 4min
How Much Should the Market Decline With a Recession?
05:49 • 2min
Is the Money Supply on a Downward Path?
07:20 • 2min
What's Going to Spook the Market?
09:10 • 3min
Bonds
11:59 • 2min
How Do You Manage the Beauty Strategies?
13:47 • 3min
The Inverted Curve
17:10 • 2min
The Fed's Keeping Rates Low
19:12 • 3min
What's the Counterargument to That?
21:43 • 2min
What's Going on With the Bank of England?
23:23 • 2min
Is There a Lot of Leverage in the Bond Market?
25:09 • 2min
Bonds and Bonds - The Treasure Is Still King
26:41 • 2min
What's Your Bet on When the Fed Stops?
28:28 • 2min
ESG Investing - What Is ESG?
30:05 • 2min
ESG Investing
31:37 • 2min
Conservation Finance
33:15 • 3min
Garbage in the Garden State
36:07 • 3min
Are We Recycling Enough?
39:07 • 4min
The Futures for Carbon Credits Trade on European Markets?
42:50 • 2min
Is There Anything Down to the Individual Level?
45:02 • 2min
Is Number Five Plastic Really Not That Valuable?
46:51 • 2min
Is There Anything You Can Do About It?
48:56 • 4min