Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
The Hazy Part Between 0.5 and 1%
01:41 • 2min
Normalization of the Global Bond Market
03:23 • 2min
The End of the Rate Hiking Cycles
05:04 • 2min
The Restless Ones
07:16 • 2min
Jonathan Pingell, Chief U.S. Economist at UBS, Shares Happy Hour
09:12 • 2min
The Risks of Inflation Slowing
10:44 • 2min
The Importance of the ECI for Wages
12:46 • 3min
The Fed's Restrictive Policy
15:51 • 2min
The Tortoise in the Hair
17:57 • 2min
The Bank of Japan's Tweak for Inflation
20:07 • 2min
The Downside on the Euro. What Is It?
22:12 • 2min
The Restless Ones
24:04 • 2min
The Pain Trade in the Equity Market
26:13 • 2min
The Bullish Call Hiding on Inflation Not Re-Acceleration
27:47 • 3min
The Upside Risk of the Stock Market
30:40 • 2min
Japanese Banks and Interest Margins
32:12 • 2min
The Value Players' Dream in Europe
34:06 • 2min
The Future of the European Financial Markets
35:43 • 2min
What I Don't Like About Puloski
37:37 • 3min