Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 4min
The Fed Is in a Battle With the US Corporate Sector
04:06 • 4min
Are Wages Going to Drop?
07:57 • 5min
How Much of This Is Due to the Wealth Effect, Right?
13:11 • 3min
COVID - What Have You Been Doing for the Last Two Years?
16:40 • 4min
Housing Is a Big Driver of the US Economy, Right?
20:24 • 3min
New Home Sales - The Biggest Divergence in 20+ Years
23:07 • 5min
Is There a Connection Between Home Prices and Unemployment?
28:26 • 5min
Circle's USDC Is a One-Stop-Shop for a Global Financial System
33:06 • 4min
Is That Your Base Case? Is It Going Lower?
37:03 • 3min
What's Your Interpretation of Europe?
39:54 • 1min
The European Gas Market Is Getting Worse, Right?
41:09 • 5min
Do You See the World in a Different Light?
46:30 • 5min
We're Going Back to Boom, Bust Economic Cycles
51:59 • 3min
How Do You Act as an Investor?
55:25 • 4min