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 • 3min
The Great Bond Bear Market
02:51 • 2min
What's Going to Happen in Private Markets?
05:05 • 2min
Private Equity - What's the Shock Going to Be?
06:49 • 2min
What Is the Impact of Overspending on Germany's Energy Policy?
08:24 • 2min
The Only Reason We Had You In
10:21 • 2min
We're Fantastic at Criticizing Things, Sir.
11:57 • 2min
Fixed Income
13:33 • 3min
The Levered Business Model and the Increased Margin Calls
16:53 • 3min
The Reporting Season Is Coming to a Closer Look, John.
19:30 • 2min
How Much Could You See the S&P Getting to That 3200 Level?
21:12 • 2min
The Next Big Thing to Do in FX Markets?
23:23 • 2min
Is There a Red Line in the Sand?
25:32 • 2min
The Bar for Foreign Investors to Return to the UK en Masse Is Incredibly High
27:51 • 2min
Is the Fed Really Going to Rake Rates?
29:26 • 3min
Is Xi Going to Pivot on COVID-0?
32:28 • 2min
Is China Going to Slow Down to 3.3%?
34:40 • 2min
The China Facebook International - What's the Renminbi Strategy?
36:39 • 3min