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
Introduction
00:00 • 2min
The Fed's Lagged Policymaking on the Labor Market
01:37 • 2min
The Different Sides of the Fed's Supply and Demand Analysis
03:17 • 3min
The Ten Year Inflation Adjusted Yield
06:24 • 2min
The Fed's Expectations for 2024
07:59 • 2min
The Fed's Presumption About Every Other Month
09:55 • 2min
The Jolt Survey: 23 Hours of Chaos
11:46 • 2min
The Shock of Thursday Morning
13:25 • 2min
The Reactionary Situation in the Central Bank of the United States
15:01 • 2min
The Scars of the Banking Crisis
16:32 • 3min
The Hard Landing of the Banks
19:33 • 2min
The Fed's Restrictive Policy
21:11 • 2min
The Fed May Have to Reverse Course Very, Very Quickly
23:31 • 2min
The Power of a Light Beer
25:05 • 2min
How to Avoid a Recession in the US
26:53 • 2min
The Fed's Focus on the Inflation Adjusted Yield
29:21 • 2min
The Fed's Communication on Rates
30:58 • 2min
How to Disinvert a Yield Curve
33:10 • 2min
The Dan Ives Market Unveiled
35:01 • 2min
How to Scale Engage to Get Critical Mass
36:46 • 2min
The Challenges of Scaling Twitter
38:22 • 2min
Apple's Multiple Expansion
40:15 • 2min
The Future of Apple and AI
41:51 • 3min