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 • 2min
Barclays Roy and Kenneth Rogoff on the Bond Mess
01:38 • 2min
The Impact of the Low Rate Free Lunch Crisis on Fixed Income
03:31 • 2min
The Fear of a New Rate Regime
05:16 • 2min
The Impact of the Fed Hikes on the Economy
06:53 • 2min
The Future of Commercial Real Estate
08:52 • 2min
The Banking Crisis in Europe
10:25 • 2min
The Three Legs to an Investment Thesis
12:16 • 2min
The First Principles of Banking Research
14:06 • 2min
The Bank Crisis and the Move to Money Market Funds
15:53 • 2min
The Tightening of Credit in a Side Crisis
17:25 • 2min
The Risk Premium for Small and Mid-Sized Banks
19:00 • 2min
How Banks Compete With Banks Aided by the Government
20:36 • 2min
The Fed's Strategy for Cross-Smart Global Investments
22:53 • 2min
How to Change Equity Allocation
24:53 • 2min
How to Hedge Against Higher Inflation Environment for Longer
26:42 • 2min
The Future of China
28:21 • 3min
The Communist Party of China's Intervention in the Platform Economy
31:04 • 2min
The Frustration of the Belt and Road Initiative
32:36 • 2min
Hong Kong: The New Hong Kong?
34:15 • 2min