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