Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
Can You Call in October Bottom?
01:49 • 2min
The Technical Picture Holds, John.
03:37 • 2min
The Fall Is a Good Entry Point for Equities, Mike
05:53 • 1min
Stock Picking Market
07:23 • 2min
Is This a New Metric?
08:56 • 2min
Is the Market Waiting So Long to Price This?
10:33 • 2min
Is There a Recession in the Services Sector?
12:04 • 2min
What's on the Horizon for Financial Markets?
13:49 • 3min
Do You Think the Fed Is Going to Opt for More 25 Basis Point Hikes?
16:41 • 2min
Do You See the Tea Leaves of a Consumer That Could Fail?
18:47 • 2min
The Doves Have Become Hawks
20:58 • 2min
What Are the Correlations of Fixed Income Commodities and Currencies?
23:01 • 2min
Do You Think We're Going to See More Spread Risk?
24:47 • 2min
Is There Comfort in the Belly?
26:48 • 2min
What's on the Horizon for Financial Markets?
28:29 • 2min
Is There a Three Worlds of Emerging Markets?
30:04 • 2min
Investment Implications for Emerging Markets
31:57 • 2min
Is China Uninvestable?
34:08 • 2min