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
Introduction
00:00 • 2min
The S&P 500: A Year to Date Return
01:53 • 3min
The S&P 500 Gains Over 7% in Q1
04:40 • 2min
The January Barometer
06:46 • 6min
The Global Earnings Cycle
12:22 • 1min
The Earnings Cycle for the World
13:45 • 2min
The Resilience of the Economy
16:05 • 4min
The Post-Grade Financial Crisis Trend in the S&P 500
19:48 • 1min
The History of the Fed's Financial Stimulus
21:16 • 5min
Should Price to Earnings Stay Stagnant Over Long Periods?
26:26 • 4min
The Fed's Reaction Function in the S&P 500
30:25 • 2min
The Fed's Failure to Pivot
32:35 • 5min
The Fed's Calibration of the Bond Market
37:15 • 2min
The Importance of QE Prematurely
38:52 • 5min
Public.com: A Great Investing Platform
44:22 • 2min
The Two Big Differences in Between Now and the 1940s
46:37 • 2min
The Differences Between Japan and the US in the Late 40s
48:46 • 4min
The Fed's Response to the COVID Era
52:43 • 2min
The Fed's Slow Response to Inflation
54:30 • 4min
The Risk of a Recession in the Banking System
58:39 • 2min
The Bullish Case for Inflation
01:01:02 • 3min