Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
Are We Going to Have a Hard Recession?
02:16 • 3min
Is There a Recession?
04:47 • 2min
No Landing Now Means Harder Landing Later?
06:28 • 2min
Pricing Power of Small Businesses - What's Your Take?
08:04 • 2min
Are Small Businesses Really Important Part of the Economy?
09:56 • 2min
What Does That Mean for the Fed Funds Rate?
11:55 • 2min
What's Going to Happen to the S&P 500?
13:48 • 3min
Bond Market in Lala Land, Not Adjusting
16:51 • 2min
QT Quantitative Tightening
18:58 • 2min
What Do You Think of Bond Volatility Going Forward?
20:32 • 2min
Credit Spreads - What's the Perfect Cocktail for a Widening Again?
22:06 • 2min
Do You Think the Fed Will Rake the Dots on March 22nd?
23:50 • 2min
Is the Market Just Flying Again?
26:02 • 2min
The China Reopening Is a Big Deal for Europe and Asia
27:54 • 2min
The China Reopening Could Be a Great Opportunity for Investors
30:01 • 2min
What's Up, Revolutionary?
31:52 • 3min