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
Introduction
00:00 • 2min
The Fed's Decision to Hike Into a Lie
01:41 • 2min
Optimism in the High Yield Market
03:13 • 2min
The Risk Factor in Commercial Real Estate
04:45 • 2min
The Pros and Cons of Jersey Shore
06:48 • 2min
Netflix's Free Cash Flow Story: A Dramatic Turnaround
08:51 • 3min
Netflix's Writer's Strike: When It Might Bite?
11:28 • 2min
The Future of Bonds
13:28 • 2min
How to Survive in a Normal Rate Environment
15:51 • 2min
The Fed's 550 Fed Rate
17:36 • 2min
The R-Start Debate and the Worry Warts
19:27 • 2min
The Fed's Transitory Right
21:10 • 2min
Delta and United's Long-Term Refleading Strategy
22:57 • 2min
The Pre-Pandemic World of Airline Bookings
24:52 • 2min
The Aircraft Industry's Future
26:55 • 2min
The Future of Financial Markets
28:45 • 1min
Daniel Ricardo's Comeback at the Met Gala
30:15 • 2min
The First Lap of the Silverstone Race
31:49 • 2min
The Jump From Simulator to Reality
33:23 • 2min
How to Define Success for This Weekend and Beyond
34:57 • 2min
The Importance of Deep Fake Videos
36:37 • 3min