Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 3min
The Effect of the COVID Lockdown on China's Construction Sector
03:06 • 2min
The Top Three Surprises of the Year
05:08 • 4min
The 85% Return of Top 10 Companies
08:40 • 4min
The Fed's Consistency in Dividend Growth
12:54 • 2min
The Predictive Power of High Yield Credit Spreads
15:21 • 3min
The Fed's Soft Landing vs. Hard Landing
17:55 • 3min
The Fed Breakage and Emerging Markets
20:47 • 3min
The Bondsongroup and High Tower Advisors LLC
23:53 • 2min