Forward Guidance

Europe and China: Already In Recession | Paul Hodges

May 26, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
What Paul Volkar Did to Bring Inflation Down
01:54 • 5min
3
Is Quantitative Tightening a Good Idea?
07:09 • 1min
4
Supply Chains and Distribution
08:34 • 4min
5
Is Inflation Bad for Stocks?
13:00 • 5min
6
The Market Is Already Down 20 %
17:53 • 4min
7
Ark Is Going to Go Back Up Again.
21:24 • 6min
8
What's the Price Earnings Ratio?
27:11 • 2min
9
Bit Dot Com - The Leading Crypto Currency Trading Platform
28:49 • 3min
10
Is Not Going to Be on Its Own Here
31:26 • 4min
11
Is There Any Hope of Agricultural Products?
35:12 • 3min
12
Europe's Gas Storage Tankards Are Filling Like Mad and That Means That Europe Will Have Enough Natural Gas for the Winter
38:19 • 2min
13
The European Recession Is Not Just National Security
40:19 • 2min
14
The Odds of a Recession in the US
42:39 • 2min
15
Is the Housing Market in a Recession?
44:30 • 3min
16
What Happens When Mortgage Rates Double?
47:02 • 2min
17
The Federal Reserve Is Not Tightening Mortgage Back Securities
49:05 • 2min
18
What Are You Seeing in the Chemicals Market?
51:00 • 6min
19
China Is China, and It's a Fact of Life
56:35 • 4min
20
What's the Current State of the Chinese Real Estate Sector?
01:00:25 • 2min
21
Is China Going to Do Itchina?
01:02:14 • 2min
22
China Is Not the Us, You Knowtis
01:03:51 • 2min
23
What's in It for China?
01:05:42 • 5min
24
Is There a Competitive Advantage in Electric Vehicles?
01:11:07 • 6min
25
Are the Companies That Will Survive Will Be Transformational?
01:16:45 • 7min