Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
The Soft Landing in the United States
02:07 • 3min
The Administration's De-Escalation With China
04:44 • 3min
The Administration's Outbound Executive Order
07:52 • 3min
The Difficult Dialogue With China After the Enlightenment
10:50 • 2min
The G20's Common Framework for Debt Relief
13:00 • 3min
The Future of Global Capital Markets
15:44 • 3min
The Fed's Soft Landing or Hard Landing?
18:22 • 2min
The Fed's Limits to the Sell-Off
20:13 • 2min
How to Avoid a Recession
22:43 • 2min
The Characteristics of the Bull Market
24:45 • 3min
Emerging Markets: A More Meaningful Shift on the Heels of Better Than Expected Data
27:47 • 2min
The Importance of Diversification in Portfolio Construction
30:02 • 2min
The Future of the Financial Markets
31:45 • 2min
The Keith Briont's in Wood Index: Why Is It Lagging?
33:58 • 2min
The Reset to Profitability of Investment Banking
35:41 • 2min
The Importance of Reform in the Commercial Real Estate Market
37:23 • 2min
The Consolidation of Non-Bank Lending
39:33 • 2min
The Importance of a Healthy Industry
41:10 • 2min
Bloomberg Surveillance: A Reality Check
42:48 • 2min