Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
The Gravity's Return to the Physics
02:21 • 2min
Stagflationary Debt Crisis
03:54 • 2min
The 11 Themes in the Sunbite, John
05:35 • 3min
Is That Your Base Case?
08:17 • 2min
Are You a Man of High Conviction?
09:54 • 3min
Is There a Dollar Shortage in Central Banks?
12:48 • 2min
Is the Fed Whipping Out?
14:48 • 2min
Is the COVID Crisis Over?
17:10 • 2min
We Can Grow More
18:48 • 2min
The Main Story of the Mid-Term Recession Isn't the Usual Playbook
21:10 • 2min
Are We Going to Have a Hard Landing?
23:00 • 2min
Is the Recession Foretold?
24:37 • 2min
The Key Lesson of the Great Depression
26:50 • 2min
The Stronger Dollar Is a Tailwind for GM Financial
28:24 • 2min
The Inflation Reduction Act for GM?
30:29 • 2min
General Motors' IRA Drives EV Adoption With American Consumers
32:06 • 2min
General Motors Earnings Day, Mary Barra
33:47 • 2min
GM Rewards Card - The Power of Appreciation
35:39 • 2min
Is the Bank of Japan a Corotason?
38:07 • 5min


