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
Are We Going to Have a Reset to Higher Inflation Expectations?
02:28 • 3min
The Challenge for Central Banks
05:52 • 2min
The Fed and the Consumer Sentiment
07:23 • 2min
The Challenge for Consumers Is, Are We Going to Get Down to 34 Hundred?
09:15 • 2min
Are Profits Threatened?
11:37 • 2min
Do Shares That Display Free Cash Flow Persistence Go Down With Every Other?
13:41 • 2min
Inflation and Supply Stability in the Economy
16:04 • 2min
The Two Year Treasury Yield Is Up 61 Basis Points
18:17 • 2min
Is the Fed Really Controlling the Economy?
20:46 • 2min
Is the Black Marker Calling for a Recession?
22:24 • 2min
Is This Week Faught With Peril?
24:17 • 2min
Bond Market
26:08 • 2min
Y Will Think of So Much With Every Si.
28:06 • 2min
Is the Gasolene Price Going to Fall?
29:50 • 2min
China's Supply and Demand Dynamic
31:53 • 2min
The Commodity Dynamics of China
33:48 • 2min