Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
The Risks Are High, but It's Too Soon and Too Early to Say That
02:29 • 2min
Is Inflation Expectations Unmoored?
04:57 • 3min
The Importance of a Low Inflation Regime
07:47 • 5min
The Risks of Higher Rates of Longer
12:50 • 3min
Is This a Good Time to Be a Trader?
15:49 • 3min
How Much Can You Take From the Past?
18:57 • 2min
Recession Fear - What Should the Headlines Say?
21:12 • 3min