Real Vision: Finance & Investing The Next Big Trade - Alex Gurevich Is Playing the Long Game
Aug 28, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
What's the Next Big Trade?
02:02 • 2min
What Does the Spring Tell Us?
04:16 • 4min
Is Fiscal Policy More Effective Than Fiscal?
07:46 • 4min
Is the Current Inflation a Product of Aneconomic Conditions?
11:38 • 3min
Is There a Doubt of a Thickening in Fiscal Policy?
14:14 • 5min
Is This Really a Policy Thing?
18:46 • 3min
Supply Chains and Resiliency
21:45 • 4min
I Don't Understand European Politics
25:57 • 3min
Is China a Bigger Country Than the United States?
29:27 • 4min
Emerging Markets
33:56 • 4min
Is the Bond Trade Going Wrong?
37:42 • 2min
The Bond Market Is Crazy, It's Not Gin.
39:55 • 2min