Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 5min
The Macro Data From This Week Has Been Abysmal
04:34 • 3min
Bonds - The Long Endnot of the Treasury Curve
07:04 • 3min
Is There a Face Ripping in the Yen?
09:40 • 4min
The Fed Is Ending Their Purchases, but How Much More Can Banks Buy?
14:01 • 3min
Stocks That Are Still Expensive as Trading
17:24 • 3min
What if the Multiple Continues to Compress?
20:34 • 4min
The Effects of the Market on Consumers Spending
24:46 • 2min
Is the Stock Market Going Down?
27:10 • 3min
The Supply Side of the Energy Market
30:18 • 3min
The Glass Half of Inflation
33:39 • 2min
Stocks That Are Closer to Bottoming Than Others
36:03 • 6min


