Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 2min
Is There a Recession in the US?
02:06 • 4min
The New Guy at Gucci, Sabado Desarno
06:35 • 2min
Is the Retail Sales a Real Thing?
08:29 • 3min
Macy's Cut to the Chasm
11:27 • 3min
The No Landing Scenario - Is the Fed Going to Rake Rates?
13:58 • 4min
Is the Fed Sufficiently Restrictive?
17:38 • 5min
Is the Bond Markets Inversion Predictive of a Recession?
22:09 • 3min
Zero DTE Options - What Does It Mean?
25:18 • 5min
AVs Are Not That Environmentally Friendly
30:35 • 5min


