Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
What's Next for the Markets in 2022?
02:02 • 2min
Inflation Forecast for 2022
03:44 • 3min
Is There a New Regime for Inflation?
06:59 • 3min
Geopolitical Fragmentation Is a Permanent Fixture
10:28 • 2min
Is It All Over Now?
12:42 • 4min
What Is in the New Playbook?
16:42 • 5min