Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 3min
The S&P 500's First Quarter Earnings Growth Estimate
03:11 • 5min
How to Sell in May and Go Away
08:31 • 2min
The Fed's Conviction That Going Back to Zero Would Be Destabilizing
10:24 • 2min
The Fed's Failure to Recognize Inflation
12:20 • 2min
International Equities and Fixed Income: The Best Opportunity
14:14 • 2min
The Future of Cryptocurrencies
16:12 • 3min
The Debt Ceiling and Bonds
19:01 • 2min
The Future of Bonds
20:47 • 4min