Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 3min
The Hiding Hedge to Stay Invested in Equity Markets
02:39 • 3min
Concentration of the Equity Market
05:47 • 2min
What Are Your Expected Returns for Equities?
08:15 • 2min
Inflation for Shelter and Wages - What Are You Watching?
10:35 • 2min
Is the Fed Tightening Going to Lead to a Recession?
12:11 • 2min
What Are the Risks in the Markets?
14:16 • 2min
Aren't Non Us. Equities the Please to Be Relative to Non Us?
15:58 • 2min
What Are You Advising Clients About China in Their Portfolios?
17:47 • 4min