Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
Maximize Employment - Is There Much Wiggle Room?
02:22 • 2min
Is the Labor Market Getting Hotter?
04:29 • 3min
Portfolio Ital Location - What Do You Think?
07:03 • 4min
The Impetus of Growth and Inflationary Pressures
11:06 • 2min
Boredom Is a Relief From Terror
13:33 • 2min
Cryptocurrency
15:14 • 2min
Do You Think We're in Summer 18?
17:02 • 2min
We Are Not Yet in the Cufor 18 Period
18:42 • 3min
Is Liquidity in Markets Worse Than 20 18?
21:47 • 3min
The Impact of Regulation in the Markets
24:28 • 3min
The Tail Winds From a Healing Labor Market
27:30 • 3min
How Do You Allocate Long Exposures in Your Portfolio?
30:04 • 4min


