Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
The Fed's Data Dependency on Wages
01:53 • 2min
The Fed's Expectations for Rate Cuts in September
04:15 • 2min
BlackRock's Start Stays Lower Signals a Shift Lower in Interest Rates
05:46 • 2min
The Fed's Pause on the Labor Market
08:02 • 2min
The Hope Trade in the Fixed Income Market
10:25 • 2min
The Fed's 500 Basis Point Increase in the Labor Market Is Surprising
11:55 • 2min
The Long and Variable Lags in Market Positioning
14:03 • 2min
Tiffany Wilding's Wrong About a Great Job Economy
15:39 • 2min
The Fed's Throwing the Kitchen Sink at the Labor Market
17:36 • 2min
The China Reads Through Tiffany of 2023
20:02 • 2min
The Stock Market Is Going Against All the Angst in Economics
21:52 • 5min
IBM Consulting and a Global Beer Company Create an Automation Solution to Automate Your Supply Chain
27:12 • 2min
The Underestimation of Kevin McCarthy
29:25 • 1min
The Midway Between Kevin McCarthy and Joe Biden
30:53 • 3min
The Debt Ceiling Debate
33:25 • 2min
The Deepfake Videos Are Increasingly Real
35:37 • 3min