Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
The Fed's Non-Committal Approach to the Bond Market
02:28 • 5min
The Big Gap in Governance Spending
07:04 • 2min
The Banking Situation in SVB
08:45 • 4min
The Slow Drip of Commercial Estate Losses
12:43 • 4min
The Slow Roll of the Economy
17:09 • 4min
The Importance of Fiscal Policy in the 21st Century
20:44 • 2min
The Real Vision Daily Briefing: How Much Longer Can the Stock Market Keep Up?
23:10 • 2min
The Importance of Pricing to Understand Inflation
25:23 • 2min
The Moral Panic of the Professional Class
27:33 • 3min
The Dollar's Outpacing Inflation
30:40 • 5min