Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Inflation Could Have a Two Hand by the End of 2023
01:58 • 4min
Can Companies Pass on Higher Wages?
06:02 • 2min
The Fed Is Going to Hike Three Times Sequentially
07:41 • 4min
What Does Quantitative Tightening Look Like This Time Around?
11:51 • 4min
The Long End of the Curve Is Beholden to Two Things
16:12 • 3min
Fixed Income
19:07 • 6min