Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
The Importance of Humility in Inflation
01:30 • 2min
The Fed's Plan to Increase the Funds Rate in the Fall
03:22 • 2min
The Next Shoe to Drop: Housing Prices
05:12 • 2min
The Pernicious Effect of a Slow Burn on the Economy
06:53 • 2min
The Housing Bubble and the Housing Economy of America
08:28 • 2min
IBM and the Global Real Estate Company Create a Sustainability Solution
10:18 • 2min
The Fallback Strategy for the Bond Market
12:27 • 2min
The Risk of a Catalytic Event
14:01 • 2min
The Parallel to the Economy Boom in Florida
15:44 • 2min
The Macro Strategy for the PORES 500
17:36 • 2min
The Slowdown in China's Banking Sector
19:10 • 3min
The Fed's Failure to Address a Supply Chain Shock
21:41 • 2min
The Domino Effect on Bond Prices
23:44 • 2min
The History of the Fed Balance
25:16 • 4min
Thank You. Thank You
29:06 • 2min
Thank You. Thank You
31:03 • 6min
Thank You. Thank You
36:49 • 6min


