Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
Securitized Products - A Massive Transaction
01:34 • 2min
The Key to Success Is Long Term, Predictable Capital.
03:05 • 3min
Is It a One in a Decade Opportunity?
06:17 • 3min
TK, I'll Take a Steak and Space.
08:55 • 2min
Is There a MBER Recession in Q1 GDP?
10:28 • 2min
Can We Get the Sustainable Disinflation That We Need Without a Recession?
12:34 • 2min
Is the China Reopening Helping the American Economy?
14:13 • 3min
Is the American Labor Market a Jumble?
17:17 • 2min
Are You a Tourist in Slock, No Landing?
19:43 • 2min
The Slowdown in the Economy?
21:44 • 2min
Is Jerome Powell the Central Banker to the World?
23:41 • 2min
Euforia, Can You Build on That?
25:49 • 2min
The Florida Boom, Is It 107?
27:39 • 2min
Crash Course - What We Can Learn From It
29:22 • 2min


