Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
Drones Hit Moscow, Lower Numbers Hit China, and Washington Works Hard Not to Hit the Debt Ceiling
01:34 • 2min
The Markets Reacted to the Employment Report
03:22 • 2min
The Fed's Hikes and the Slowdown in Inflation
05:11 • 2min
The Fed's Quantitative Tightening and the Budget Deficit
07:01 • 2min
The Challenges of the TGA Debt Ceiling
08:37 • 2min
The Tell-Trough Issue: What It Means for Liquidity
10:37 • 3min
The Impediments to Generative AI
14:03 • 2min
The Need for Transformational Technology
15:37 • 2min
The Risks of Extinction of AI
17:29 • 3min
The Risk of Truth-Checking in Large Language Models
20:26 • 2min
Amazon Business Honors Ricardo Gurgel for Saving Big
22:54 • 2min
The Strength of the Economy
24:28 • 2min
The Fed's Decision to Raise Rates on the Debt Ceiling
26:11 • 4min
The Debt Service Ratio
30:32 • 2min
The Fed's Guide to Recession
32:32 • 2min
The Divergence Between Europe and the United States
34:06 • 3min
The Race to Shape Africa's Future
36:38 • 3min