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 Pre-08 Feel to the Economy
01:54 • 2min
The Inflation Background
03:48 • 2min
The Fed Gets Wrong
05:28 • 2min
The Granularity of Data Studying in a High-Tech Age
07:05 • 2min
The Importance of Granularity in Economic Forecasting
08:37 • 2min
The Frenzy-Gloom Crew
10:20 • 2min
The Fed, Ed Heim, and Fed Strategy Forward
11:55 • 2min
The Importance of Equity Analysis in Bond Analysis
13:29 • 2min
The Fed's Aggressive QT Policy
15:29 • 2min
The Fed's Expectations for Inflation to Bottom Out
17:16 • 2min
The Fed's Dis-Disinflate
18:58 • 2min
The Fed's Plan to Cut Inflation
20:56 • 2min
Pijum: A Leading Global Asset Manager
22:39 • 2min
The Risk of Recession in the Economy
24:16 • 2min
How to Preserve Your Optionality
26:05 • 2min
The Future of Bonds
28:00 • 2min
The Risk to Rates Is Still to the Upside
29:56 • 2min
The Saudis' Search for Global Prestige
31:30 • 2min
The Power Structure of the Royal Family in Saudi Arabia
33:56 • 4min
Newcastle United Is a Lesser Team Than Newcastle United
37:49 • 2min
The Outstinking Investor
39:32 • 3min
The Insanity of Air Traffic Control
42:16 • 2min
United Airlines: A Buyhold Cell
44:32 • 1min
The Pandemic of Air Travel
46:01 • 2min
Bloomberg Daybreak US Edition
47:54 • 2min