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 28
Introduction
00:00 • 3min
The Empire State Manufacturing PMIs Are in Contraction
03:15 • 2min
The S&P 500 Range Has Gotten Narrower
05:07 • 2min
The Fed's Decision to Declare Victory
07:01 • 2min
How to Declare Victory in Inflation
08:40 • 2min
The IWM Isn't Trading Particularly Well, but It's Still Under the Radar
10:35 • 2min
The Risk and Beta of Recessions
12:25 • 2min
The Market's Rally on the Debt Ceiling
14:53 • 2min
The Risk of Raising the Debt Ceiling
16:35 • 2min
The Market's Pushback to Bearish Trading
18:22 • 3min
The Importance of Pass-Through Pricing
20:58 • 3min
The Immediacy of Everything
24:25 • 2min
The Man Who Broke Capitalism
26:51 • 2min
The Man Who Broke Capitalism
29:05 • 2min
The Man Who Broke Capitalism
30:43 • 2min
The Journey to Understanding the Role of CEOs
33:02 • 2min
The Impetus for the Transition to ESG
35:06 • 2min
The Politics of Energy
37:11 • 2min
The Rebirth of Energy Stocks in the United States
39:13 • 2min
The Debt Ceiling Debate and Elon Musk
41:33 • 3min
The Wealthiest Man on Earth and the Climate Guy
44:10 • 2min
How to Write a Book About Jack Wells
46:01 • 5min
The Importance of Jack Welch
50:41 • 3min
The Importance of Stakeholder Capitalism
53:25 • 3min
The Ego of Jack Welch
56:12 • 2min
The Legacy of Lloyd Blankfein
58:18 • 2min
The Unwind of GE Capital
01:00:10 • 3min
The Rubicon of Climate Change
01:02:43 • 5min