Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
Evan Paperman From Woodland Capital
01:52 • 3min
The Bank of Canada's Predictions for the Summer
04:30 • 2min
The Bank of Canada and the Inflation Story
06:04 • 3min
The Hawkishness of the Fed's No Move
09:26 • 2min
The Importance of Temporary Residents in Canada
11:43 • 4min
The Bank of Canada and the Deficit
15:54 • 3min
The CMBS Commercial Mortgage Back Security Market Down in the US
18:35 • 2min
The Inflation Issues Are Still Entrenched
20:13 • 5min
The Importance of Supply Versus Demand in the Housing Market
25:04 • 3min
The Economic Drag of a Housing Bubble
28:31 • 4min
The Negative Outlook for CreditDefaults in the US
32:17 • 4min
Warren Buffett's Trip to Japan
36:25 • 2min
The Governor's Trip to Japan
38:18 • 3min
The Effects of Higher Rates on Banks
41:11 • 2min
Warren Buffett's Comments on the Energy Transition
43:06 • 6min
The Inflation Print
48:55 • 4min
The End of the US Dollar
53:10 • 2min
The Germans Shut Down Their Three Nuclear Power Plants
55:25 • 6min