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
Dot Plots Are Not Worth the Paper That They're Written On
01:56 • 4min
Are We Going to Consider Lagging Effects in the PCE?
06:14 • 2min
Do You Think the Fed Should Use a Real Time Indicator?
08:27 • 2min
The Fed Is No Better, Is It?
10:23 • 2min
Is the Bureau of Labor Statistics Going to Such a Lag?
12:33 • 2min
Is There Any Debate About This?
14:36 • 2min
Is There a Relationship Between Money Supply and Wealth?
16:10 • 2min
Is Inflation Increasing Too Fast?
18:11 • 4min
Do You Believe in the Phillips Curve?
22:24 • 2min
The Fed's Job Is to Fight Inflation
24:36 • 5min
The Soft Landing Crowd Really Got Hit on the Chin
29:15 • 2min
The Stock Market Is a 19-Time Multiple Now Forward for 2023
30:54 • 2min
Shut Up and Keep Talking by Professor Siegel
33:07 • 3min
Professor Segal and the History of the Stock Market
36:12 • 3min
The Birth of Fundamental Analysis
39:40 • 3min
Why Do Stocks Outperform Bonds?
42:18 • 2min
Why Does the Stock Market Go Up?
44:32 • 2min
The Biggest Disruption in Financial Technology
46:18 • 2min
Is There a Guru of Walsh?
48:03 • 2min
The Biggest Mistake in Behavioral Economics - Overconfidence
49:42 • 2min
The Behind the Markets Podcast - Bob Pissani
51:19 • 2min