Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
What Does a Bit of a Comeback Here to Day Mean?
02:17 • 2min
Is There a Capitulation?
04:07 • 4min
Recession Calling Is Even More Dangerous Than Market Bottom Calling
08:16 • 6min
Is the Fed Breaking Something?
14:10 • 2min
Irving Fisher's Thesis on Debt Deflation
15:55 • 4min
Is There a Need to Normalize Monetary Policy?
19:36 • 3min
Midstream Energy
22:10 • 2min
The Energy Sector Shows No Fundamental Reason to Be Peking Om
24:34 • 4min
Is There a Lesson Learned?
28:42 • 6min
The Yield Curve Is Not Prophesying Recession
34:13 • 2min
Investment Opportunities Reference Teran
36:17 • 2min