Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
The Risk Off Episode That Bound the Markets
01:41 • 4min
The Impact of Central Bank Tapering on Growth
05:42 • 1min
The Credit Impulse and the S&P Year on Year Earnings
07:10 • 5min
How to Buy Growth Stocks in a Slow Economy
12:30 • 2min
The NASDAQ and the Credit Impulse
14:11 • 2min
The Reason for Underperformance for Value Stocks
15:50 • 3min
The Role of Reserves in the Banking System
19:14 • 4min
Will Hiring Front End Interest Rates Make Bank Lending More Lending Lending Tough?
22:51 • 3min
The Importance of Quantitative Easing
25:33 • 6min
The Fed's Terminal Rate and the Overnight Index Swap
31:07 • 3min
The Bond Market Thinks the Fed Can High-Crate From 0 to 1.5%
34:37 • 4min
The Effects of COVID-19 on the Market
38:13 • 5min
How to Short a Tips Market
43:34 • 6min
How to Avoid Sucking at Trading
49:04 • 3min
The Secular Drags on Growth on Inflation
51:58 • 4min
The US Labor Force Growth on a 10 Year Moving Average
55:55 • 3min
Cryptocurrency as a Micro Asset
59:22 • 1min
The Role of Digital Assets in Your Portfolio
01:00:51 • 3min
Forward Guidance: A Look at Growth and Inflation
01:03:35 • 3min