Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 3min
The March Jobs Report
02:46 • 6min
The Leg Defect in the Jobs Market
08:27 • 1min
The $1.5 Trillion Wall of Debt Is Looming for US Commercial Properties
09:56 • 5min
The Consequences of a Normal Cycle
14:55 • 6min
The Risk of Banks Falling Off a Cliff
20:45 • 4min
The Underperformance in Tech Stocks
24:32 • 4min
The Importance of Geopolitical Headlines
28:43 • 2min
Semiconductor Trades: A Macro Call
31:13 • 4min
The Politics of Censorship
35:40 • 2min
Tesla's Announcement of a New Gigafactory
37:25 • 3min
The Future of Semiconductor Prices
40:49 • 2min
The Fed's Job Is Over
43:13 • 6min