Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
The Importance of an Anchor in the Thinking Process
01:43 • 2min
The Resilience of Inflation
03:34 • 2min
The Common Denominator Behind Inflation
05:25 • 2min
The Paradox of the Two Year Yield
07:20 • 2min
The Uncertainty of Financial Markets
09:06 • 4min
The Bearish View on Earnings
12:39 • 2min
The S&P 500 Is Halfway Back From a Grim Bear Market
15:00 • 2min
The S&P 500 at 4300 and CPI at 5%?
16:50 • 2min
Euro Yen Butters Up Against Resistance at a 147
18:37 • 6min
The Risks to the Dollar Trade
24:20 • 2min
The Positioning of the Euro
25:57 • 2min
The Disparity Between Bonds and Stocks
28:03 • 3min
PJ M Fixed Incomes Monthly Podcast Series
30:36 • 3min
The Bilaterality of Washington and Beijing
33:42 • 3min
The US's Acceptance of Fragmentation
36:21 • 2min
The Tension Between the Two Doesn't Exist
38:02 • 3min


