Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
The Fed Is Facing a Raging Inflation Problem
02:23 • 4min
The Inflation Ball Is Coming Into the Board Room
06:45 • 2min
The Fed Monotized the Oil Price Spike
08:18 • 5min
What Happens to Company Earnings in That Environment?
12:50 • 2min
What Does Consumer Sentiment Mean?
14:40 • 2min
Co Own Your Own Home
16:39 • 5min
Can Higher Oil Prices Tip the Economy Into Recession?
21:49 • 3min
The Fed Decision, the New Rising Rate Investing Playbook
24:32 • 2min
Pacaso Co Owning a Luxury Second Home
26:30 • 4min
Is the Fed Getting Out of the Quantitative Easing Business?
30:22 • 3min
Is the Fed Cold Hind the Curve?
33:44 • 2min
Mortgage Rates Are Back on the Rise
35:30 • 5min
What's Broken in the Housing Market?
40:31 • 3min
Is the War Changing the Global Economy?
43:56 • 4min