Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 3min
The Fed's Projections of a 50 Percent Rate of Inflation
02:49 • 4min
The Fed Fund Rate Is Going to Go Up to Five or More
06:31 • 2min
Is the Fed Going to Reason to Pivot Early?
08:34 • 3min
The ECB and the Fed, What's Happening in Europe?
11:31 • 3min
Is It Going to Be a Tough Winter?
14:15 • 3min
EPS Growth in Europe for 2022
17:19 • 1min
Investing in Commodities Can Help Hedge Your Portfolio
18:47 • 6min
Oil Markets Are Tight - Can They Increase Supply?
24:52 • 3min
Energy Crisis - Is the Eurozone Getting More Unified?
27:49 • 2min
I Think Germany Is the Hardest Hit on the Energy Front.
29:48 • 3min
Energy Transition
32:49 • 3min
Commodity Investments - Are You Seeing a Tight Market?
35:37 • 3min
Commodities in a Portfolio?
38:57 • 3min
How Do You Model Gold and Silver?
41:34 • 5min
Do You Have a Forecast for Gold?
46:24 • 3min
Gold and Silver - What's the Story Between Gold and Silver?
48:58 • 2min
Behind the Markets Podcast
51:08 • 1min