Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 3min
Innovation Is All About Growth
03:22 • 1min
The Fed Is Making a Big Mistake, and It's Making a Big Deal
04:34 • 3min
Is There Something Systemic Out There?
07:55 • 3min
The History of Yield Curves
10:39 • 3min
The University of Michigan Consumer Sentiment Index
13:33 • 3min
Is the Flow of Money Slowing?
16:06 • 3min
We're Not Going to Get Into a 70 Style Inflation Problem
19:25 • 3min
What's Happening to Real Consumption?
22:05 • 3min
What's the Technical Definition of a Recession?
24:48 • 4min
Gold Is at the Lower End of Its Trading Range
28:37 • 3min
We're Seeing Supply Chain Problems Again
31:22 • 2min
The Stock Market Has Not Had a Worst Quarter Since 1962
33:24 • 3min
Crypto, Defy, Voyager Digital, a Three Hour Arrows Capital
36:06 • 3min
Cryptocurrency Market
39:09 • 3min
Is the Fed Going Too Far?
41:47 • 3min