Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
ECRI Founder Lachman
01:40 • 3min
What's the Business Cycle?
04:20 • 4min
Housing Is a Big Piece of the Cycle
07:58 • 2min
Is There a Global Business Cycle?
09:33 • 6min
Is There a Cycle of Re-Openings in the Housing Sector?
15:07 • 4min
Home Price Inflation - The Cure for High Prices Is High Prices
18:52 • 4min
Do You Need Job Losses to Confirm a Recession?
22:37 • 6min
The Impact of Rate Moves on the Economy
28:25 • 3min
Is There a Real Risk of a MassDefault Wave?
31:54 • 4min
Sensitive Industrial Materials Prices Are the Ones That Are Really Swing
35:52 • 5min
Is There a Cycle Approach That Will Fail?
40:48 • 4min
Is the Share Price Sniffing Out the End of Recession?
44:29 • 3min
Is the Fed Really Trying to Smooth the Cycle Out?
47:19 • 6min