Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
The Vibe Shift in the Equity Market Rally
01:33 • 2min
The Fed's Resilience of the Year
03:42 • 2min
The Future of Financial Markets
05:58 • 2min
The Rise of Domestic Airlines in the United States
08:12 • 2min
The Rise of Business Travel After the Pandemic
10:24 • 2min
The Pushback on Pricing
12:00 • 2min
Sterling: A Carry Trade in the G10
13:50 • 3min
Eurodollar: Can It Still Be Bullish in Long Euro?
16:44 • 2min
Aston Villa Predictions for Next Season
18:28 • 3min
The Rise of Demand in the Oil Markets
21:21 • 2min
The Hot Weather Is Reducing Refinery Capabilities
23:19 • 2min
The Lower Price Sensitivity of the Consumer
24:54 • 2min
The Resilience of the US Housing Market
26:35 • 2min
The Importance of Inventory in Housing Markets
28:42 • 2min
The Role of Variable Rates in the Housing Market
30:13 • 2min
The Domino Effect on the Mortgage Market
32:11 • 2min
The Rise and Fall of the Housing Market
34:23 • 2min