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 Russian Stock Market Is Selling Off Extremely Hard
02:15 • 5min
The Risks of a Demand Shock on European Stocks
07:41 • 3min
The Importance of Long Term Inflation Expectations
10:57 • 6min
The Economics of Inflation
16:31 • 2min
Why Rising Inflation Expectations Can Help Growth
18:23 • 4min
The Macro Paradigm Shift
22:49 • 2min
The Impact of Inequalities on Demand
24:49 • 3min
The Increased Bargaining Power in the Labor Force
28:08 • 3min
The Paradigm Shift in Real Income
30:53 • 4min
The Chinese Credit Impulse Signals Hope for Reflation
34:26 • 2min
The Credit Impulse in the US
36:18 • 5min
The Fed's Predictions for 2019
41:04 • 6min
The Ominous Signs of a Recession
46:36 • 2min
The ECB's Plans to Hike Rates Could Delay Growth
48:33 • 2min
The Fed's Reflationary View on Commodity Prices
50:31 • 2min
Cryptocurrencies and the Emerging Equities Market
52:51 • 3min
JDI Research and the Client Base
55:52 • 3min