Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 5min
The Fed's Steady Yield Curve
04:33 • 2min
The Dynamics of Fixed Income
06:10 • 2min
Apple's Next Trillion Dollars
07:51 • 2min
Apple's Ability to Protect and Grow Its Margin
09:37 • 2min
Apple Is a Cash Register and Generates Tremendous Free Cash Flow
11:56 • 2min
The Restless Ones: A Podcast With Jonathan Strickland
13:40 • 2min
The Disinflation Narrative
15:17 • 2min
The Economic Chit Chat After the Bang-Up Bull Market
16:59 • 2min
The Importance of a Moderate Underweight Equity Market
18:42 • 3min
The Fed's Decision to Go Higher on the Terminal
21:14 • 2min
How to Recalibrate for Q3 of 2023
23:02 • 2min
The Connection of Economics to the Markets
24:35 • 2min
The Future of Equity
26:20 • 1min
The Risk of Higher Interest Rates
27:50 • 3min
The Outstinking Investor
30:24 • 2min
The Air Traffic Controller Scratch
32:06 • 2min
The Demand for Business Travel
33:48 • 2min
EU 261 Compensation for Air Traffic Controllers
35:48 • 2min
The Importance of Equity in Wall Street
37:39 • 2min