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 25 26
Introduction
00:00 • 2min
The Future of Inflation
01:30 • 2min
The Long and Variable Lags in the Modern Economy
03:48 • 2min
The Transitory Inflation Model
06:13 • 2min
Inflation Expectations Surveys
08:34 • 2min
The Fed's Risk Tolerance to Inflation
10:15 • 3min
The Pandemic and the Low Mortgage
13:05 • 3min
The Fed's Effect on Housing Prices
15:45 • 2min
The Fed's Response to the Financial Crisis
17:19 • 2min
The Role of Consumers and Companies in Inflation
19:12 • 2min
The Fed's Mantra for Inflation
21:33 • 2min
The Fed's Credibility in a Slow Economy
23:41 • 3min
How to Get Rich That You're Going to Love
26:44 • 2min
How to Hire a Creative Media Editor
28:21 • 3min
The Importance of Expectations in Earning Season
31:11 • 2min
Schwab's Stock Falled From 100 to 50
33:16 • 6min
Morgan Stanley's View on the Consumer
39:15 • 2min
Morgan Stanley's Strong Quarter
41:20 • 2min
The Dow Jones Transports Highest Close Since April, 2022
43:24 • 6min
The S&P 500 Is Up 12 Weeks in a Row
49:02 • 6min
New York Community Bank Reports in the Next Few Days
54:39 • 4min
The Market Will Never Go Down Again
58:27 • 5min
The New Hamptons
01:03:15 • 2min
The Importance of Holding 5% No Risk Treasuries
01:05:24 • 2min
The Cost of Investing in Toast
01:07:51 • 6min
Disney: Can the News Be Any Worse?
01:13:39 • 5min