Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
JP Morgan's 35% Pre-Tax Margin on Asset and Wealth Management
02:02 • 2min
The Importance of Net Interest Income in the Regionals
03:46 • 2min
The Fed's Rate Rise and Cut Continues
05:18 • 1min
What Is the Fed Going to Do at the Next Meeting?
06:47 • 2min
The Market's Pricing: Is It Too Early to Get Bullish on Long Term Bonds?
08:50 • 2min
The Risk of a Deepening in the Yield Curve Inversion
10:55 • 2min
The Importance of Race Strategy in Inflation Forecasts
12:45 • 2min
The Equity Market Bull Market
14:46 • 2min
The Future of Crutella
16:59 • 2min
The Second Leg of a Bull Market to a Fossil
18:33 • 2min
The Reset on the American Economy
20:22 • 2min
The Economic Background in a Week That Has Been Crucial
22:02 • 2min
The Polarity of the Two Americas
23:49 • 2min
The Importance of Being Local
25:46 • 2min