Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
The World Economy Is Improving, Is It?
02:02 • 3min
Is the World Coming to an End?
04:51 • 1min
Yardani X Minus M - Is the US Economy Going to Have No Landing?
06:13 • 3min
XUS, Is This a Cyclic Story?
09:38 • 2min
The Energy Fundamentals Story Is a Metal Story That's Important
11:26 • 4min
Do You Have Confidence in the Data Out of China?
15:22 • 2min
The Supply Side Question, David Malpass
17:17 • 3min
Is Kevin McCarthy the Best Choice for Speaker?
20:32 • 2min
Is Georgia the New Alabama Football?
22:49 • 4min
Binance
27:02 • 2min
Is There a Crypto Opportunity?
29:05 • 2min
Do You Want Carlisle With All Your Resources?
30:53 • 4min
The Biggest Surprising Surprise
34:57 • 3min
Is China Reopening?
38:13 • 2min
The Biggest Storyline in 2022 Is Elon Musk
40:23 • 4min