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 • 2min
The Fed's Focus on the Consumer and the Economy
01:54 • 2min
The Debt Ceiling Debate
03:43 • 2min
The Disdiscretionary Recession
05:44 • 2min
The Slow Motion Convergence of Moving Averages
07:56 • 2min
The Banking Crisis in Agency Paper
09:28 • 2min
The Fed's Predictions for Retail Earnings
11:09 • 2min
The T-Bill Curve Around the X-Day
13:32 • 2min
How to Play the Opportunity Given a Discontinuous Function in the Three-Month T-Bill
15:27 • 2min
The Curve Response to Inflation
17:32 • 2min
The Debt Ceiling and the Bond Market
19:30 • 2min
The Inability to Focus on the Long Term
21:17 • 2min
The Fed Blaming Social Media for the Banking Crisis
23:23 • 3min
The Hartford Financial Services Group, Inc.
26:06 • 2min
Home Depot's Forecast for the Future
27:37 • 2min
How Retail Adapts to the Slowdown
29:24 • 2min
The Disdiscretionary Recession
31:06 • 2min
The Elasticity of the Consumer Space
32:40 • 3min