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
Introduction
00:00 • 2min
A Year Ago, What's Happening Now?
01:37 • 2min
The Costing Over All Is Embodiment of Inflation
03:32 • 2min
How Much of Your Outlook on Stocks Is Shaped by the Growth Rate?
05:34 • 2min
Do You Think the Bear Market Will Continue?
07:41 • 2min
The Top Three Head Winds for Stocks
09:53 • 3min
Is the Federal Reserve Going to Be Cut?
12:55 • 3min
Are Oil Companies Increasing Production?
16:01 • 2min
Are You Seeing Any Opportunities in Europe?
17:43 • 2min
Is It Different Now?
19:30 • 3min
What Do You Think of Recession Proof Stocks?
22:59 • 2min
Is the Spread on Top of the Treasuries Going Down?
24:36 • 2min
Mortgaged Back Securities - What Are the Opportunities?
26:14 • 2min
Is Four % Inflation the New Two %?
28:15 • 3min
Are the Feds Going to Keep Their Foot on the Gas?
31:05 • 3min
Central Bankers, Is That Really the Case?
34:09 • 3min
How Do You Think About the Money Supply?
37:10 • 2min
How Much Confidence Do You Have in Risk Assets?
38:41 • 2min
What Happens When You Go to a Bear Market?
41:09 • 3min
How to Know When Risks Will Have Bottomed
43:48 • 2min
Is There a Partyng Message You Wish to Leave My Audience With?
45:22 • 3min