Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 4min
Getting Inventory Levels Back to 2019 Levels
04:16 • 2min
Is 6% Mortgage Rates Good Enough?
06:41 • 3min
Should the Fed Just Stop Hitting?
09:19 • 3min
Is the Fed Pivotal Going to Happen?
12:08 • 4min
Weekly Trackers
15:56 • 2min
Is There a Soft Landing in Recessions?
18:09 • 2min
2023 Gathering of Eagles
20:26 • 3min


