Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
The Market Feels More Confident About the Fed Tightening
02:00 • 3min
Is the Market Just Looking Past All That?
04:32 • 3min
Is a Weaker Dollar Constructive for Equities?
07:13 • 3min
The Resilience of Emerging Markets
09:55 • 2min
Is the Dollar Pulling Back Too Much?
11:38 • 3min
What Are You Expecting From the Fed?
14:31 • 3min
The Market Is Betting That Something's Going to Break an Economy
17:53 • 2min
Is the Dollar Topped Because the Fundamentals in the US Are Going to Get Worse?
19:35 • 2min
Are We in for a Very Severe Recession?
21:45 • 2min
Uranium Royalty Corp - What's the Next?
23:34 • 2min
Can the British Pound Really Pull Back?
25:37 • 3min
What's Your View on China?
28:07 • 5min


