Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
The Chata Process to Buy on the Dip
01:46 • 2min
Wall Street Revises Up Expectations for the S&P 500
03:27 • 2min
How Much Do Yields Push Against Growth Stocks?
05:06 • 2min
PIGIM: A Leading Global Asset Management Company
07:26 • 2min
The Risks of Jogging in Place
09:33 • 2min
The Importance of Diversification
12:00 • 2min
The Problem With Holding on to Bonds
13:30 • 2min
The Dynamic of Fixed Income
15:40 • 4min
The New Floor in Global Fixed Income
20:08 • 2min
The Bankruptcy of Yellow and What We See in UPS
22:23 • 2min
The Importance of a New Labor Agreement With the Teamsters
24:52 • 2min
The Future of Logistics
26:55 • 2min
Larry Fink of BlackRock to Mike Novograts
28:33 • 2min
The Proposition of Bitcoin
30:03 • 2min
The Rise of Private Equity in the United States
32:01 • 2min
The Male Investing in AI
33:47 • 2min
Climate Storytelling: How We Talk About Climate Change
35:31 • 2min