Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
How to Retail Earnings Fit Into Your Thesis?
01:47 • 2min
Is the Consumer Health Issue a Mix Issue?
03:44 • 2min
How Can Stocks Keep Rallying?
05:16 • 2min
Where's the Consensus View on the Economy?
07:01 • 2min
Equity Multiple, Welcome to Modern Real Estate Investment
08:59 • 2min
Dealing With Nine % Inflation
11:21 • 2min
The Windfall Tax
13:00 • 2min
Green Investment
15:01 • 2min
Energy Minister, I'm Not Going to Give You a Windfall Tax
17:24 • 2min
Are You Still Overweight Energy?
19:31 • 1min
Is It Worth Staying in the Us?
20:59 • 3min
Savita, You've Been on Top of That Story This Week
23:29 • 2min
The S M P 500 Is Now a 35 Years Zero Group on Bon Is Supersensitive to the Cost of Capital
25:17 • 3min
Tom Wriding, Chief Economic Advisors Bring Capital
27:53 • 2min
The Fed's Not Paying Attention to the Markets, Is That Really the Case?
29:38 • 3min
The Persistence of Inflation
32:38 • 2min
What's the Strategy to Quell the Fear of Higher Inflation Expectations?
34:57 • 4min
Workday the Finance or Im Planting System for a Changing World
39:03 • 2min