Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
Inflation Is Now Our Top Priority, We Have to Bring It Down
01:41 • 2min
Is There Too Much Negativity Built on the German Story?
03:16 • 2min
Can Germany Stay Competitive?
04:54 • 2min
You Don't Want to Trade War?
07:23 • 2min
What's Going to Recover Faster?
09:19 • 2min
The Outthinking Investor - Season 2
10:49 • 2min
Fixed Income
12:26 • 2min
Is the Fed Going to Stay Higher for Longer?
14:25 • 2min
Is the Spread Between US and Europe Going to Close?
16:18 • 2min
Dolly, You Know, Trends in the Bank of Japan
18:02 • 2min
Is the Dollar Yen Going to Do the Same?
20:15 • 2min
Is the Bank of Japan Going to Ease the Yield Curve?
21:59 • 2min
The Second Order Effects of Markets Leveraged to Low and Stable Yields
23:52 • 3min
The Gloom and Doom Is Very Short Term
26:53 • 2min
Is It a Nike Specific Story or a Hero Specific Story?
28:34 • 2min
The Surveillance Podcast
30:54 • 2min


