Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 4min
I'm Going to Be a Big Buyer, and I Want to Get In
04:27 • 3min
What's Going on in the Markets?
07:37 • 2min
What's Next for the Markets?
09:25 • 3min
Is the Sustainability of Profit Margins Going Down?
12:46 • 2min
Do You Think They Can Rake 50 Bases Points?
14:38 • 3min
The Two Year Yield Is Pretty Attractive
17:33 • 2min
Leverage Loan Market
19:51 • 2min
Floating Rates
22:11 • 3min
Are European Valuations Going to Be Attractive?
25:11 • 3min
Is the Uro a Horse in the Race?
28:07 • 4min
Can the Markets Survive These Multiples?
32:22 • 3min
Is the Labor Market Changing?
35:05 • 2min
Buying Value Stocks in a Bear Market
36:41 • 2min
What's Next for Gold and Silver?
39:00 • 3min
The Growth of the Middle Class in Asia
42:21 • 3min
Yild Biing Japanese Stocks
45:36 • 2min
Yen in Japan - What's the End Game?
47:32 • 4min
Behind the Markets Podcast
51:08 • 2min