Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
The Fed's Signal to Investors: Patience
01:49 • 6min
The Future of Tech Profits
07:25 • 2min
The Strength of Consumer Staples in the XLY
09:41 • 2min
The Biggest Prediction of My 50-Year Career
11:21 • 2min
The US Consumer on the Shopping Block
13:15 • 3min
The Fed's Negative Narrative on Inflation
15:50 • 3min
The Difficult Transition to Commodities
18:25 • 2min
Commodities: The Biggest Shift in Inflation
20:18 • 4min
The Future of Liquidity
24:25 • 3min
The ETF Playbook Revisited
27:34 • 3min