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 23
Introduction
00:00 • 4min
Charmene's Journey to Goldman Sachs
03:38 • 2min
Goldman Sachs' Erwin Stelzer
06:08 • 2min
The Worst Is Over
08:16 • 3min
The Glass Half Full
10:58 • 2min
The Importance of Staying Invested
12:58 • 2min
The Impact of the Fed Tightening on Economic Growth
14:44 • 5min
The Fed's Data Driven Rate Target
19:55 • 2min
How to Stay Invested in a Positive Environment
22:04 • 2min
How to Square the Circle in Your Mind to Predict a Recession
23:35 • 2min
The Equity Market Priced in a Recession
25:45 • 3min
How to Square the Equity Market With the Yield Curve
28:18 • 3min
The Bottom Market's Right in Equity Markets Wrong
30:58 • 3min
The Predictive Power of the Stock Market
33:56 • 4min
The Fed Typing and the Equity Market Predicting Recessions
38:02 • 2min
How to Predict a Recession
39:56 • 6min
Case Shiller Home Prices Are Down as a Positive
45:32 • 3min
The Difference Between House Price Index and Conference Board
48:46 • 4min
China's Great Dilemma
52:29 • 5min
The Impact of the Chinese Communist Party on the Market
57:42 • 3min
The Implications of China's Economic Growth
01:00:31 • 2min
The Headwind From a Geopolitical Perspective
01:02:53 • 3min
The Home Bias in the World
01:05:33 • 3min