Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
The Worst Take of the Week
01:55 • 5min
The Mother of All Supply Chain Issues
06:37 • 5min
A Ha, Hai Also Accuse You of Being a Boober From Time to Time
11:16 • 2min
The Bank of Japan Is Not Willing to Give on the Yeel Curve Control
13:11 • 2min
How Did You Get Your Start in Finance?
14:49 • 2min
Is the Supply Chain Really Disrupted?
16:44 • 2min
Is the Fed a Quantitative Ease?
18:17 • 6min
Will the Mit Terms Continue to Surprise?
24:03 • 5min
Is There a Slowdown in the Credit Market?
28:40 • 2min
Is It Makes AnySense to Be Cash Loading?
30:59 • 3min
Energy Pipe Lines
34:09 • 3min
What Are the Warning Signals to Get Out of the Train?
37:26 • 3min
The Long Energy Trad - A Very Good Trad
40:32 • 2min
Etf
42:50 • 4min
Is This a Good Trade?
47:13 • 3min
Is There a Level Shift in Inflation?
49:48 • 3min