Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 3min
The Market Is Starved for Doomish Data
03:28 • 2min
The Return to Risk Appetite
05:21 • 2min
The Liquidity Drain From T-Bills
07:06 • 2min
AI Has Saved the Market
09:08 • 1min
The Future of AI
10:38 • 3min
The Future of AI
13:29 • 3min
The Future of the Market
16:15 • 2min
The Fed and the Great Depression
18:21 • 2min
The Worst Marketing Message of All Time
19:57 • 2min
The Bearishness of the AI Trade
22:10 • 2min
The Importance of Understanding AI
24:29 • 2min
The Hardest Macro Environment Ever
26:22 • 2min
The Price Action in Argentina Stocks Is Perking Up
28:20 • 2min
The Rise of Emerging Markets
30:00 • 2min
The Crazy World of AI
32:04 • 3min