Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
The New Paradigm of Investing
01:38 • 3min
Is It Too Early?
04:20 • 2min
Is There Another Big Short Type of Trade in the Financial Sector?
05:54 • 2min
Do You Think We're Going to Have a Sustainable Real Rate Environment?
07:44 • 2min
Are You Getting Back to Responsible Long Term Investment?
09:35 • 2min
Are You Married to Your Stocks?
11:15 • 2min
Is There a Stolphus Market?
13:28 • 5min
Can the Fed Start to Make Policy Less Restrictive?
18:08 • 3min
Can the Fed Respond to a Hard Landing?
21:26 • 2min
Are You Aggregating EU, British, and American Data?
23:45 • 2min
Is There a Risk of Rolling Recessions?
25:39 • 3min
The Fed Will Keep Rates Higher Than the Markets Are Pricing
28:20 • 2min
The Risks That Eurasia Group Sees
30:09 • 2min
Is He Always Wanted to Be an International Voice in the Levant?
32:39 • 2min
Biden and Xi Jinping - Is This a Cold War?
34:40 • 2min
Eurasia Group Analysts Expect a Full-Scale Invasion of Ukraine by Russia?
36:30 • 2min
Are We Going to See More Russian Asymmetrical Attacks on NATO?
38:05 • 2min


