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
Introduction
00:00 • 5min
Do You Think the Fed Will Ease and Do QE?
04:36 • 2min
Do You Think That the Fed Has the Fed?
06:43 • 3min
Is the Federal Reserve Trying to Ring Fence?
09:38 • 2min
Is the Fed's Own Doing?
11:20 • 5min
How Widespread Is This Problem in Your Mind?
15:56 • 3min
Is There a Risk Management Policy? Is It Imprudent?
18:44 • 3min
The Bacon Ranch McChrispy
21:56 • 4min
Are European Banks at Risk?
26:22 • 3min
Is There a Bubble in the UK Pension Market?
29:27 • 4min
The Hedge Against Volatility
33:26 • 4min
Gold Didn't Perform Well During the Great Financial Crisis
37:00 • 5min
Do You Think Sovereign Bond Bubble Bursts?
41:38 • 2min
Is This a Massively Inflationary Event?
44:02 • 2min
Is There a Howard Screwd?
45:47 • 2min
Is the Bond Market Telling the Fed, They Are Done?
47:38 • 3min
Risk Assets Look Risky Here Still?
50:30 • 2min
Are Corporate Bonds Going to Benefit From This?
52:16 • 3min
Investment Grade Looks a Lot Better in 2020
54:53 • 2min
Are We Going to Have a Hard Landing?
56:45 • 3min
Can We Avoid a Crisis?
59:27 • 2min
Is This a Hard Asset Environment?
01:01:48 • 4min
Dollar Gold Exposure
01:05:40 • 2min
The Future Is Unstoppable What's Up?
01:07:23 • 3min


