Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 5min
The Relationship Between Real Wage Growth and Labor Demand
04:59 • 6min
The Volatility of the Credit Cycle
10:43 • 6min
The Importance of a Fiscal Budget Deficit in the US Economy
16:39 • 4min
The Risk on Trade or the Risk Trade Back On?
20:34 • 2min
The Importance of Liquidity in Financial Markets
23:02 • 5min
The Market Cycle Is a Process
28:15 • 2min
The Importance of Doing Everything Out of Love
30:02 • 2min