Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
What's New Again, Tina Decream?
01:44 • 2min
The Equity Risk Premium
03:46 • 3min
What's the Transition From Tina to Cream?
06:23 • 5min
Why We Like Stocks Over the Long Run
10:54 • 2min
Stocks Are Real Assets, Right?
13:22 • 2min
Stocks Do Well if You Hang in There for the Long Term
14:52 • 2min
The Fed Says We're Going to Be Data Dependent
16:51 • 3min
The New York Fed Supply Chain Pressure Index
20:02 • 2min
Endless Umbrellas
22:01 • 2min
Is the Fed Going to Rake Interest Rates by 75 Basis Points?
24:09 • 3min
The Biggest Takeaway From the PMI Reports
26:47 • 2min
What's Your Take on That? Is It All Adding Up?
29:10 • 3min
What's Going on With the Stock Market?
32:37 • 4min


