Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
We're in New Territories, Tom.
01:58 • 2min
Work With the Balance of Risks, Which Is More Concerning?
04:02 • 3min
A 5% Is Not an Equilibrium, but It's a Positive Thing
06:45 • 3min
Do Unit Labor Costs Lead to Wage Price Spiraling?
09:42 • 2min
Is the Labor Market Softening?
11:30 • 2min
Does the Fed's Inflation Report Really Move the Dial?
13:09 • 2min
The NASDAQ - Is the 10-Year Yield Going Up?
14:52 • 3min
It Takes a While to Get Back to Normal?
17:28 • 2min
The Fed Is Committing to a Hard Landing
19:04 • 2min
Is the Fed Committing to 2% Inflation?
21:15 • 2min
IBM, Let's Create.
22:46 • 2min
Tesla
24:44 • 2min
Is There a Seismic Shift Out of China?
26:28 • 2min
Apple, $150 a Share - What's the Sum of the Parts?
28:01 • 2min
Is the Stock Down 6%?
29:45 • 2min