Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 1min
Do We See a Pivot Eric in 2023?
01:28 • 2min
What Do You Think About Earnings in 2023?
03:15 • 2min
Short Term Fixed Income
04:49 • 2min
The Outthinking Investor - Season Two
06:43 • 2min
The Fed Is Not Just Behind the Curve
08:49 • 2min
The Bond Market Got the Fed Wrong at the End of 2021
10:51 • 2min
The Bond Market Is a Collection of Everyone
12:43 • 3min
Is the Market Cap of Tesla Worth More Than Toyota?
15:18 • 2min
Can China Be Trusted to Contain Covid?
16:52 • 2min
Is There a Risk to the Global Health Environment?
18:31 • 1min
Covet Infection Rates in New York City
19:52 • 2min
Hope Is Not a Strategy and That's This
22:08 • 2min
The Outthinking Investor Podcast - Season Two
23:59 • 5min
Will the Reopening of China Really Help Retailers?
29:14 • 2min
The Bloomberg Surveillance Podcast
31:19 • 2min


