Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
The Fed's Prognosis on the Labor Market and Wage Trend
01:57 • 2min
The Fed's Optimism About the Labor Market
03:33 • 2min
The Fed's Tightness in the Housing Market
05:13 • 2min
The Fed's Reaction Function to Inflation
07:19 • 2min
How to Be Your Own Boss With QuickBooks
08:54 • 2min
Mario Gubelli: The Ultimate Bottoms-Up Investor
10:26 • 2min
The Importance of Embedded Value in Entertainment
12:04 • 2min
Warren Buffett's Negative, Gloomy, Unstocked, and Unstocked Message
14:11 • 2min
The Value Trap of the American System
16:08 • 2min
The Importance of Breadth in the Market
18:11 • 2min
Warren Buffett and the Stock Market
19:53 • 2min
How to Be a Successful Investor
21:40 • 2min
The Morality of Debt and Deficit in the United States
24:02 • 4min
Kevin McCarthy's Challenges in the French Hill
28:27 • 2min
Finding Neutrality in the Stock Market
30:15 • 2min
The Fragility of Markets
31:52 • 2min
The Importance of Macro Data in the Economy
33:25 • 2min
The Non-Development of Yesterday's Meeting
35:17 • 3min
The Simpson Bowles Commission and the Federal Fiscal Year 2024 Appropriations Process
38:47 • 3min


