Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 4min
The Labor Market Report Isn't Particularly Strong in the First Place
03:45 • 5min
The Fed Pivot: What Does It Mean for Markets?
08:20 • 4min
The Equity Market's Funny Rally in April
12:34 • 6min
Reserves and Liquidity in the Second Half of the Year
18:04 • 5min
Easter: A Sign of Strength or a Sign of Weakness
22:42 • 2min
How to Trade for OPEC Plus Cuts
24:32 • 2min
The E-Pol ETF: US Dollars for US Investors
26:29 • 6min
Macro and Markets in Plain English
32:30 • 2min