Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
Is the CPI a Net Positive for Equities?
01:32 • 4min
The CPI Shelter Component Is a New Rent Index
05:25 • 4min
Fed Policy - Fed Funds Rate Versus Two Year Challenge
09:28 • 3min
Is There a High Plateau for Inflation?
12:43 • 3min
The S&P 500 Versus a Fair Value
16:03 • 2min
Is There a Multiple Expansion in the Equity Market?
17:38 • 2min
Is This a Good Time to Be Long Bonds?
19:29 • 2min
The Dock Holds Here for Energy and Bonds
21:31 • 4min
Do You Think the US Dollar Is Going to Keep Weakening?
25:21 • 2min
Energy Stocks
26:59 • 3min
Is There a Firm Floor Under Oil Prices?
30:08 • 2min
The Real Vision Daily Briefing
31:42 • 2min


