Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 3min
How Do You Get Yourself Away From the Blogosphere?
02:54 • 2min
Investing in the Stock Market Is About Conditions
04:50 • 5min
The COVID Recession Is the Opposite of the COVID Recession
09:41 • 5min
Is There a Credit Event Coming at Someone This Year?
14:49 • 6min
Is the Fed Trying to Level the Playing Field?
20:35 • 3min
Bond Market Sell-Off
24:03 • 6min
The Fed Is Going to Have to Monetize This
29:46 • 5min
I'm Still on the Melt Upside of Things
34:29 • 4min
Is China Reopening?
38:56 • 3min
I Think We've Had a Cyclical Rebound in the Stock Market
42:01 • 2min
The Stock Market Goes Nowhere for 12 Years
43:50 • 2min
Gold and Treasury Barbell
45:30 • 5min