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 • 2min
The Tech Bubble Is Not Going to Roll Over
02:17 • 4min
The Economy Is Not Synchronous
06:27 • 2min
The U.S. Is the Largest Asset in the World
08:33 • 2min
The Path to 2% Inflation
10:59 • 4min
The Resilience of the Markets in Face of the Rate Hikes
14:58 • 2min
The Resilience of the Stock Market
16:47 • 3min
The Risk Free Rate and Spreads
19:57 • 2min
The Importance of Price Discovery in the Second Half of the Year
21:45 • 2min
The Fed's Predictions for Corporate Credit Quality
23:48 • 5min
The US Military's Struggle in Ukraine
28:41 • 4min
The First 50 Pages of Your Childhood
32:32 • 2min
IBM's Legacy: A Life Story of Innovation
34:57 • 6min
Bloomberg Daybreak: How to Help an Undersea Ship
40:52 • 3min
Hunter Biden's Plea Deal Provides Fodder for His Political Opponents
43:28 • 2min
The Fed's Next Rate Hike
45:55 • 5min
The New York Yankees and the Astros in Houston
50:27 • 2min
The Political Fallout for the Current and Former Presidents
52:39 • 4min
The Importance of Moving Boxes
57:01 • 4min