Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
The Dow Is Getting Closer to the Extreme Lows
01:40 • 2min
Is There a Recession in Small Caps?
03:46 • 2min
The Real Estate Slowdown Is Going to Put Pressure on the Capital Market
05:18 • 2min
Inflation in Europe
07:39 • 3min
Is There a Recession in Europe?
10:25 • 3min
The Fed's Margin Expansion Story Is Good News
13:10 • 2min
A Tale of Two Cities - A Tale of Two Cities
14:45 • 3min
What Happens After Six Months in a War?
17:24 • 5min
The European Energy Markets Are Getting Worse
22:24 • 4min
Are You Thinking of That Kind of Candlist?
26:21 • 3min
Bloomberg Tax - What You Don't Know
29:39 • 2min
Leland Miller, CFO of China
31:10 • 2min
Lockdowns Are Easing. The Economy's Getting Worse
33:20 • 2min
What's Holding Up the Chinese Economy?
35:41 • 2min
Stocks and Bonds - Is There an Alternative?
37:13 • 1min
Do We Retrace?
38:43 • 2min
Is It a Non Trivial Chance That We've Seen AHI for the Year?
40:20 • 2min
The New Boom in Florida
42:05 • 2min
Workday - The Finest Planning System for a Changing World
43:48 • 3min


