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 • 3min
The Market Doesn't Recognize It All
03:09 • 2min
Do Not Use This as a Signal on a Market Gauge
04:43 • 2min
The Fear of Recession in the Mid-90s
06:40 • 2min
The Immaculate Crocodile and the Supremes
08:46 • 2min
The Legs in the Effect of Tightening
10:59 • 2min
The Optimism of the Market
13:06 • 2min
The Fed's Unanimous Vote
15:30 • 3min
The Fed's Rate Target: The Surprise That They're Going to Go
18:36 • 2min
The Fed's Concerns About the Lag Effect
20:07 • 2min
Russ Never Sleeps
21:40 • 2min
The Market's Not Preparing for 6 or 7% Fed Fund Rate
24:02 • 3min
The Market Continues to Be Shut Up
27:11 • 3min
Will Yields Stay?
29:47 • 2min
The NASDAQ's Liquidity Is Drained
31:18 • 2min
The Divergence in Liquidity
33:31 • 4min
The Flight to Quality in the US Equity Markets
37:07 • 2min
The Rise of the Home Builders
38:57 • 3min
The Donkey and Meals Podcast
42:05 • 2min
The Importance of a Good Name
43:48 • 2min