The Big Bond Outlook

1

Introduction

00:00 • 2min

2

Macro Investing Is a Journey

01:31 • 2min

3

Are We in a Green Run and Blue Runner of Black Right?

03:05 • 2min

4

Is Inflation Sticky or Is It Just the Opposite of the Pandemic?

04:56 • 3min

5

Is the CPI Going to Continue to Fall?

08:14 • 2min

6

Is There a Difference Between Blue Collar and White Collar Workers?

10:33 • 3min

7

Is the Fed Going to Succeed?

13:09 • 2min

8

What's Happening With Inflation?

15:26 • 3min

9

Are You in Recession?

18:39 • 2min

10

Mortgages - The Anti-08?

20:57 • 5min

11

Is the Bond Market Systemic?

26:09 • 4min

12

Is the Fed Happy With 2% Inflation?

30:21 • 3min

13

Can the Fed Really Keep Rates Up?

33:17 • 2min

14

The Bond Market Is a Beautiful Place

35:45 • 2min

15

Is the Bond Market a Simulation?

38:01 • 3min

16

Is Kiwi Dead?

40:39 • 3min

17

Is There a Hard Landing Coming?

43:26 • 2min

18

The Market Bid for Bonds

45:27 • 3min

19

Is the Yield Curve the Easy Cause of Carry Trade?

48:04 • 3min

20

Will We Make a Handle?

50:38 • 3min