Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  18  19  20  21  22  23  24  25  26  27  28  29  30  31  32  33  34  35  36  37  38  39  40 
 Introduction 
 00:00 • 2min 
 Is Fixed Income Always in the Cards? 
 01:32 • 2min 
 Lehman Brothers - What's the Story? 
 03:57 • 2min 
 Lehman Brothers - What Departments Did You Work In? 
 05:44 • 2min 
 How Did You Escape a Fate Worse Than Death? 
 07:40 • 3min 
 BlackRock 
 11:01 • 2min 
 I've Been at BlackRock for a Decade Now, I'm a CIO 
 12:45 • 2min 
 BlackRock 
 14:21 • 2min 
 Crash Course - The Daily Reminder From Innovation Refunds 
 16:26 • 2min 
 Managing the Information Flow Is Every Bit as Important as the Decision Process 
 18:37 • 3min 
 BlackRock 
 21:19 • 2min 
 The Secrets of Fixed Income 
 23:10 • 2min 
 High Yield Bonds - What's the Difference? 
 25:22 • 3min 
 How Do You Think About Duration of the Inverted Yield Curve? 
 27:53 • 2min 
 Mortgages - Is the Fed Going Into a Pause Interest Rate Volatility? 
 30:06 • 2min 
 The Future of Fixed Income Is Flexibility 
 31:43 • 3min 
 The Last Black Rock Question Before We Jump to the Economy 
 35:06 • 2min 
 How to Get Out There With Innovation Refunds 
 36:58 • 3min 
 Fed Funds Rates - Is That a Mountain Range? 
 39:49 • 3min 
 Is the Fed Going Too Far? 
 42:41 • 3min 
 The Fed Shouldn't Overtighten? 
 45:21 • 2min 
 The Fed Has Lost the Art of Surprise 
 47:25 • 2min 
 The Technical Conditions That Driven the Market to Price in That Ease Today 
 49:02 • 2min 
 Is the Fed on the Front Page of the Newspaper? 
 51:14 • 2min 
 Is the Fed Staying in Policy Later? 
 53:02 • 2min 
 Is Core PCE the Best Measure of Inflation? 
 55:14 • 2min 
 Is the CPI Model Wrong? 
 57:26 • 3min 
 What Kind of Advice Would You Give Jerome Powell? 
 01:00:18 • 2min 
 The Dollar Is a Critical Mechanic 
 01:02:27 • 2min 
 Emerging Markets - Where Are We Comfortable Today? 
 01:04:37 • 2min 
 Crash Course - The New Podcast From Bloomberg and iHeartRadio 
 01:06:37 • 2min 
 Lehman Brothers - Black Monday 
 01:08:35 • 2min 
 Is Lehman Brothers a Leveraged Financial Institution? 
 01:10:34 • 2min 
 Lehman Brothers, Layton, and Bear Stearns, You Know? 
 01:12:41 • 2min 
 Lehman's MBS Foundation 
 01:14:16 • 3min 
 The Impact of the Newark Council on Education 
 01:17:38 • 2min 
 I've Learned From the Best Investors 
 01:19:43 • 2min 
 What's the Next Evolution of Technology? 
 01:21:30 • 3min 
 Do You Know Where to Start? 
 01:24:09 • 2min 
 Crash Course - The New Weekly Podcast From Bloomberg and iHeartRadio 
 01:26:16 • 3min 


