Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
The Fed's Track Record in the Stock Market
02:22 • 3min
The Risks of Commercial Real Estate
05:17 • 4min
The Optic Illusion of Optimism
08:59 • 2min
The Everything Bubble
11:08 • 4min
The Worst Setup Ever: The Fed Still Tightening
14:42 • 3min
The Fed's Forecast for the Second Quarter
17:58 • 3min
Grossly Inflated Expectations on Earnings
20:28 • 6min
The Relationship Between S&P 500 Earnings Growth and Backlogs
26:05 • 2min
The Everything Bubble: The Mother of All Bubbles
27:38 • 2min
The Rise of Corporate Fraud
29:24 • 2min
The Reversal of the Labor Market
31:13 • 3min
The Role of Labor in the Post-Pandemic Economy
34:17 • 3min
The Fed's Green Light to Cut Keith
37:02 • 2min
The Dichotomy of Leadership
38:44 • 2min
The Gold Copper Ratio: A Crude Barometer of Financial Strength
40:52 • 2min
How to Risk Manage Your Positioning During Bloody Bear Market Rallyes
43:13 • 2min
How to Hedge Yourself Against FOMO
44:56 • 4min