Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 2min
Can the Market Rally Broaden Out?
01:40 • 2min
The Optimism of a Younger Investor
03:16 • 2min
The History of Credit Suites
05:34 • 2min
The European Banks and the Goliath
07:30 • 2min
The Detour for Not Owning Bank Stocks Is Over
09:01 • 2min
The Divide in the Market for the Largest Banks
10:44 • 2min
City Group's Silver Anniversary
12:39 • 2min
The Future of Financial Markets
14:10 • 2min
How to Adjust for a Mid-Year Adjustment
16:21 • 2min
The Fed's Concerns About a Wage Price Spiral
18:07 • 2min
The Markets Look Right for Long-Term Fixed Income
19:53 • 2min
The Importance of Barbelling
21:38 • 2min
The Trump Appointee's Indictment
23:10 • 2min
Trump's Procedural Emotions in the Federal Court
25:25 • 3min
The Future of Global Capital Markets
28:43 • 2min
The Impure Pulse of Chinese Disinflation Will Bring Down US Inflation
30:52 • 2min
The Labor Market Softening in the US
32:41 • 2min
The Fed's Predictions for a Recession
34:28 • 2min
The Fed's Plan to Take a Breath
36:01 • 1min
The Negative Effects of the Fed's Transitory Decision
37:30 • 2min
The Race to Shape Africa's Future
39:45 • 2min