Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
The CPI, Wednesday, and the FOMC's Plot
02:20 • 5min
The Fed's Lateness in Recognizing Inflation
07:15 • 5min
The Fed's Inflation Target
12:32 • 2min
The Fed's Prediction of Inflation
14:59 • 3min
The Implications of AI on the Economy
18:17 • 2min
AI and the Future of Productivity
20:36 • 4min
The Impact of the AI Boom on the Markets
24:25 • 3min
The Fed's Normal Interest Rates After the Financial Crisis
27:10 • 2min
The Inflation of Tips Markets
29:19 • 3min
The Importance of Long Term Tips
31:55 • 3min
How to Price Technology Stocks for a Recession
34:46 • 4min
How to Measure Your Expected Returns
38:35 • 3min
The Opportunity for Global Investors
41:23 • 4min
The Role of Geopolitics in Emerging Markets
45:27 • 3min
The Importance of Incentives in Private Credit
48:19 • 5min