Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 2min
The US CPI Was Announced 8.3% Year Over Year Increase Versus 8.1% Expected
02:23 • 3min
The Excesses of Crypto
04:59 • 2min
The Future of Cryptocurrency
06:45 • 2min
Cisco Price Earnings Ratio
08:53 • 3min
The Effects of Operating Leverage on Growth
11:27 • 2min
The Effect of Network Effects on Stocks
13:31 • 3min
The Fed's Restrictiveness in the Real Economy
16:21 • 2min
ARKK: A Buy or a Sell?
18:45 • 2min
The Fed's Stimulative Fiscal Policy in the Last Two Years
20:17 • 2min
The Fed's Forecast for Rate Hikes in the Coming Months
22:26 • 2min
The Slowing of the Credit Markets
24:08 • 3min
The Fed's Position on Inflation
27:26 • 3min
The Fed's Latest Stability Report: How Stable the Financial System Is
30:09 • 2min
The Importance of Inflation
31:54 • 5min
The Phantom Mag Stocks: A Market Cap Perspective
36:46 • 5min
Russia's Invasion of Ukraine Disrupts Commodity Markets
41:54 • 2min
The Future of the Oil Market
43:55 • 2min
The Implications of Inflation That Is Supply Side Driven
46:19 • 4min
The Five-Year Inflation Breakeven
50:05 • 2min
The European Central Bank's Negative Rates
51:39 • 4min
The Everything Risk
56:07 • 3min