Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 3min
The European Central Bank's Position on the Inflation Curve
02:37 • 4min
The Golden Handcough Syndrome in the US Housing Market
07:01 • 4min
The Dollar Versus C&Y: A Tourist Trade
11:16 • 4min
The Regional Banks' Relief After the Fed Pulsing
15:23 • 3min
The Japanese Yen Trade Could Look Like a Good Expected Value Trade
18:47 • 4min
Long Boons: A High Conviction Trade
22:59 • 4min
The Importance of Supporting the System
26:37 • 3min
Macro Sunday: The New Podcast
29:38 • 2min