Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
Are We Going to Have a Recession?
02:06 • 2min
Growth Is Better Than Value on the Growth Front
03:47 • 2min
The Audacity of Hope
05:58 • 3min
How to Price in a Loss of Momentum?
08:38 • 2min
Are We Going to Continue to Ignore That Kind of Labor Income?
10:24 • 2min
Northern Tool and Equipment - A Problem Solver's Paradise
12:10 • 1min
Apelacha and Spirit Frontier and Jet Blue
13:40 • 2min
Jet Blue, Spirit Frontier, Delta, United, Delta and American Need to Merge
15:35 • 2min
How Much Does Business Take Over?
17:17 • 2min
Predicting the Ten Year Yield
19:36 • 3min
The US Recession Risks Are Still Not Our Base Case
22:11 • 2min
Is Awise Istpasota?
24:01 • 4min