Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 4min
The Importance of Shelter Inflation
04:16 • 2min
The Fed's Overlyhawkish Narrative Explains the Stickiness of Inflation
06:17 • 2min
Are We Back to a Soft Landing Spiral?
08:24 • 3min
The Future of Productivity
11:22 • 3min
The Real Vision Daily Briefing
14:12 • 4min
The Banking Sector's Future Outlook
18:18 • 2min
The Fed's Problem With Small Banks
20:30 • 2min
The Upside of Buying Treasuries
22:00 • 2min
The Worst Marketing Message of All Time
24:13 • 2min
The 5% Carry Trade in Japan
26:11 • 2min
The Geopolitical Headline Risk in the US
27:43 • 2min
The Positive Wealth Effect of the Equity Rally Reviving the Animal Spirits and Inflationary Impact
29:24 • 2min
The Inverted Yield Curve: A Strange Dynamic
31:37 • 3min
The Crazy World of AI
34:35 • 2min