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 24 25
Introduction
00:00 • 2min
How to Plan for the Unexpected
02:09 • 2min
The Fed's Forecast for Inflation
03:44 • 2min
The Economic Impact of the War on Ukraine
05:54 • 2min
The Success of Ukraine on the Ground
08:18 • 2min
The Unexpected Drivers of the Global Economy
10:16 • 4min
The Fed's Decisions on Inflation
14:03 • 2min
10 Drivers of Inflation From Ben Miller
16:22 • 2min
The Dollar Rallyed More Than Anyone Expected
18:31 • 3min
The Negative Effects of the Dollar on Inflation
21:41 • 2min
The Inflation of Rental Housing
23:50 • 3min
The Effect of the Fed's Slowdown on Inflation
27:08 • 3min
The Negative Effects of Demand Decline on Inflation
29:55 • 4min
The Fed's Limitations on Inflation
33:27 • 2min
The Positives of Supply Chains
35:28 • 2min
The Wealth Effect: How It Affects Inflation
37:25 • 3min
The Importance of Expectations in Inflation
40:31 • 2min
The Effect of Expectations on Inflation
42:46 • 2min
The Negative Position of Inflation
44:26 • 2min
The Importance of Money Supply Increases and Declines
46:51 • 2min
The Geopolitical Driver of Inflation
49:01 • 3min
The Economic Impact of China's Decline on the World Economy
52:07 • 3min
The Future of Economic Growth
55:11 • 2min
How to Invest in the Credit Market
57:19 • 4min
The Negative Dynamic of Private Tech
01:01:12 • 4min