Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
How Do You Predict the Economic Cycle Over Six Months?
02:12 • 2min
Is That Right?
03:46 • 2min
What Are Your Thoughts on Housing Right Now?
05:25 • 2min
What Is the Average Growth Rate When the Recession Starts?
07:05 • 6min
Residential Construction Spending - Single Family Construction, Multifamily Construction
12:39 • 3min
Is the Economy on the Cost of a Recession?
15:36 • 4min
Are Consumers Being Beat Up About Inflation?
19:08 • 4min
Industrial Production Is the Most Volatile, Right?
22:48 • 5min
What's Going to Happen to Consumer Credit?
27:20 • 2min
Do You See Any Signs of a Recession in the Credit Market?
29:06 • 2min
Are You Still in Camp, That Recession Is Coming?
30:46 • 4min
Are You Ready for a Hard Landing?
34:28 • 2min
I Still Expect the Stock Market to Reverse the Most Recent Move Higher in 2023
36:48 • 3min
Investing in a Recession - What Sectors Should You Avoid?
39:52 • 3min
How Do You Provide Weekly Updates on the Economy?
42:30 • 3min