Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
Do We All Fall Apart and Die?
01:41 • 3min
Will the Fed Keep Hitting Rates in Face of Strong Labor Market Data?
04:29 • 2min
Is the Fed's Reaction Function Getting in the Way?
06:29 • 2min
Are the Cost Cutting Going to Be Efficient?
08:13 • 2min
Can We Get to a Pivot Russ?
10:00 • 2min
Lifelock - The New Year's Resolution That's Easy to Keep
11:47 • 3min
Amazon and the Pandemic
14:25 • 2min
Are You Seeing More White Collar Job Layoffs in Amazon?
16:16 • 2min
The Biggest Challenge for Amazon in the Third Quarter
18:05 • 2min
What Do You Think About the Rules Committee?
19:46 • 2min
Will Biden Run Again?
21:28 • 2min
What's Going on With Biden?
23:19 • 2min
Is This Really Consequential for Investors?
24:59 • 3min


