Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
Is There a New Narrative?
01:42 • 3min
Is It Hard to Be Bullish on Bonds?
04:32 • 2min
5% Two-Year Yield
06:04 • 2min
How Much Credit Risk Can I Take and Feel Comfortable With?
08:01 • 3min
The Liquidity Side of the Conversation
10:36 • 2min
Is There Any Sign of a Slowdown in Identity Theft?
12:29 • 3min
Is There a Sea Change in the Fed?
15:37 • 2min
Getting a Bonus Around Time With Jeff Fue
17:30 • 2min
Are We Flying by the Seat of Our Pants?
19:29 • 2min
Do You Think the Labor Market Is an Accurate Reflection of Some of the Pain That's Being Fell to the Market?
21:05 • 2min
Dean Mackie at Point 72
22:39 • 2min
Identity Theft Shows No Signs of Slowing Down
24:14 • 2min