Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
The AII Bull Bear Spread and the S&P 500 Earnings Number
02:24 • 3min
The Recession Slowdown Could Be the Start of a Bull Market
05:06 • 2min
The Lesson From Last Year That Helped Me With This Year's Bull Market
07:31 • 2min
How to Improvise in the Bond Market With the Oddity of Post-Pandemic Economics
09:33 • 4min
The Long and Variable Lags Are Longer
13:46 • 2min
The Fed's Hold on High Rates
15:43 • 3min
The State Court Versus Federal Court Difference in the Trump Case
18:14 • 3min
The House Republicans' Pressure on House Republicans to Push Up Investigations Into the Sitting President
20:56 • 2min
The Importance of Randomness in Oil Trading
23:00 • 2min
The Great Destocking
25:01 • 3min
The General Equilibrium Theory of Hydrocarbons
27:51 • 2min
The Importance of Inflation Fighting in the Oil Market
30:04 • 3min
Spain's Economy Is Better Than Good
32:54 • 3min
The Spanish Economy Is Doing So Well
36:15 • 6min