Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 4min
The Fed's Expectations for Rate Cuts
03:32 • 2min
The June CPI Report Was a Game Changer
05:21 • 2min
Quantitative Tightening and the Future of the Fed
07:00 • 3min
The Risks of a Credit Crunch
09:34 • 3min
The Risks of a Soft Landing
12:28 • 1min
The Fed's Impact on the Economy Over the Next 12 Months
13:53 • 2min
The Debt Situation and the Government
16:11 • 2min
The Fed's Plan to Slow Inflation
18:21 • 2min
The Role of Labor Costs in Wage Growth
20:05 • 2min
The Theory of Inflation
21:54 • 2min
The Effect of Student Loan Forgiveness on the Economy
23:42 • 3min
The R Star Theory
26:15 • 2min
The Importance of Productivity Growth
28:08 • 1min
The Importance of AI in the Economy
29:25 • 2min
Private Real Estate Investment Portfolio and Opportunities in Today's Market
31:47 • 1min