

Weekly Market Recap: Dangerous Optimism? Bulls Back In Charge, Though Fundamentals Stink
Apr 1, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32
Introduction
00:00 • 2min
The Future of the Markets
02:00 • 4min
The Uninverted Yield Curves Predict Recession
06:07 • 2min
How to Spell Relief at the Old World Lakes Commercial
08:03 • 3min
The Fed's Hiking Rates: What You Need to Know
11:06 • 5min
The Challenge of Managing Money
15:57 • 2min
The Liquidity Index Is on the Rise, but the Correlation Is Ridiculous
18:20 • 2min
The Potential for a Short-Term Liquidity Crunch
20:44 • 3min
The Fed's Frankenstein
23:43 • 3min
The Bonsai and the Rate Height Cycle
26:40 • 2min
The 10 Year Yield Is 3.55
28:51 • 2min
The Importance of Investing in the Real World
31:06 • 2min
The De-Dollarization of Equities
32:59 • 3min
The US Dollar's Loss of Reserve Currency Status
36:21 • 2min
The Risks of Using the Yuan as the Reserve Currency
38:50 • 4min
The Future of the World Currency Status
42:59 • 2min
The Importance of Currency Conversion in Real Estate
45:06 • 2min
The De-Dollarization Trend
46:44 • 4min
The Future of the Reserve Currency
51:10 • 2min
The Dollarization of America
53:07 • 3min
The Worst Diet on the Planet
55:48 • 2min
The Importance of Nutrition in Longevity
57:29 • 2min
How to Have a Better Relationship With Your Spouse
59:15 • 3min
How to Educate Your Kids to Be Smarter
01:02:29 • 2min
The Pain of Losing a Major American City
01:04:05 • 5min
The Rise of Crime in America
01:09:28 • 4min
The Downward Trend in American Exclusivity
01:13:44 • 3min
The Tittler Cycle
01:16:26 • 3min
The Importance of Adversity
01:19:34 • 4min
The Fed's Predictions on Home Prices
01:23:17 • 3min
How to Move a Box a Week
01:26:19 • 3min
How to Make the Right Decisions as a Portfolio Manager
01:29:12 • 3min