Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
What's Happening in the Market?
01:53 • 3min
What Do You Think of the Fed's Forecast for Inflation?
04:55 • 4min
The Forward Curves of Inflation Are Converging on Two %
09:20 • 4min
The Supply Chain Problem
13:05 • 3min
The Wall Street Economist Says It's Partly Driven by the Zero Kovit Policy of China
16:13 • 3min
Are We in a Recession Now?
19:17 • 2min
Is the Fed Going to Cut Rates?
21:09 • 3min
Is the Federal Reserve Focus on Inflation?
24:31 • 4min
The Housing Market Can Be in Trouble, but What?
28:45 • 2min
The Shelter Component of Inflation
30:19 • 3min
Ten Year Yields - Is That a Signal?
33:05 • 4min


