Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
Bond Investors Are Expecting Some Fireworks to Come
02:09 • 2min
In a Global Recession, Japanese Investors Won't Buy Dollar Bonds
04:38 • 3min
Should the Fed Fold Over and Cut Rates?
07:30 • 3min
European Price Cap on Natural Gas
10:26 • 3min
The Guest of the Week at the Macro Trading Flow
13:51 • 4min
Fixed Income
17:54 • 2min
Fed's Backwards Curve
19:57 • 6min
We're Not Going to Have a Really Deep Recession
25:43 • 2min
Oil and Energy Are Late Cycle Playbooks
27:15 • 6min
How to Predict Inflation
32:48 • 5min
Fixed Income and Energy Equity Exposures - Is That a Good Pair?
37:32 • 4min
Warren Pies and the Energy Cable
41:15 • 3min
Energy ETFs - A Portfolio Construction Idea
44:22 • 4min
Energy and Bonds - It's an Interesting Combination
48:00 • 3min
The Returns of Equity Sectors This Week
51:22 • 2min
Taking Equity Risks in a Bear Market
53:47 • 4min