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 27
Introduction
00:00 • 3min
Will Jeff Bezos Come Back to Amazon?
02:42 • 2min
Why People Predict the Future, Even When It's Uncertain
04:18 • 2min
Is There a Recession?
06:48 • 2min
Is There a Soft Landing?
08:38 • 2min
Are We Pushing Off Recession?
10:36 • 2min
What's the Bear Case Right Now?
12:19 • 2min
Fixed Income Can Compete With Bonds?
13:56 • 2min
The Relative Attractivity of the Stock Market
15:30 • 2min
The Inverted Yield Curve
17:16 • 2min
Are There Any Macro Implications?
19:11 • 2min
The Rich Are the Perfect One to Mock
20:59 • 2min
I'm Anti-Jaj January
22:33 • 3min
The Disinflationary Labor Market
25:21 • 2min
Is There a Santa Claus Rally?
27:35 • 3min
Coinbase, Amazon, Salesforce, and the Rest of the Tech Industry Are in a Recession.
30:05 • 2min
Crypto Is a Big Story in Crypto, I'm Not Sure What to Do About It
31:52 • 2min
Crypto
33:52 • 2min
Zillow
36:12 • 2min
Real Estate Market Trends - What Are Buyers and Sellers Doing?
37:46 • 2min
Open AI Isn't Talking to Take a $10 Billion Investment From Microsoft
39:27 • 2min
I'm Not Ready to Use AI Until It's Useful to Me Personally.
41:33 • 2min
Are You Bringing Your Wife to the Movies?
43:46 • 2min
It's Never Too Late to Recreate Yourself
45:18 • 2min
What Do You Want to Be When You Grow Up?
47:47 • 2min
The Movies Are Dying
49:21 • 2min
Jack Ryan Season 3
51:22 • 3min