Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 3min
Global Financial Conditions Excluding Russia - How Tight Are They?
03:04 • 1min
Europe Gas Price Forecast Revisited
04:32 • 2min
Is Europe a Negative for Economic Growth?
06:12 • 2min
Fiscal Easing
08:25 • 3min
Equity and Mackerel Market Repercussions of the Invasion
11:12 • 2min
Do You Think Most of the News Is Priced In?
13:12 • 2min
Russian Local Assets - What's Driving That?
15:28 • 2min
Is There a Spill Over in the Emerging Market Complex?
17:09 • 3min
What Are You Watching for the Dollar and Other Macro Assets?
20:01 • 3min
Oil Prices - What Are You Most Focused On?
22:37 • 2min
Is There a Better Hedge in the Energy Sector?
24:13 • 3min