Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
I've Been Very Tactical All Year. I'm Not Stuck in Cement on Any of Any Positions.
01:31 • 2min
The S&P 500 - What's Your Take?
03:32 • 4min
Bond Market - Is the Curve Steepening?
07:09 • 2min
Is the Fed's Inflation Target at 2% Going Down?
08:47 • 2min
The Fed Is Not Going to Blink
10:59 • 4min
The Fed Funds Rate Is Going to Be a 5% Peak in 2023
15:10 • 2min
Twitter and Twitter - What a Deal for the Shareholders of Twitter
17:09 • 2min
What Happened to the 10 Year Guilt Yield?
19:09 • 2min
Real Vision Daily Briefing - Is the UK an Emerging Market?
21:16 • 3min
Is the UK an Emerging Market?
24:18 • 2min
What Are Your Thoughts on Tesla?
26:45 • 2min
The Equity Market Is a Slave to the Bond Market
29:05 • 2min
The Real Vision Daily Briefing
30:49 • 3min


