Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
The Market Has Mispriced That We're Going to Be Easing Later in the Year
01:41 • 2min
The Market's Overambitious on Easing Rates
03:42 • 2min
The Fed's Soft Landings
05:30 • 2min
The Fed Rate Hikes Are Not Stimulating the Economy
07:18 • 2min
The 10 Year Curve Could Be Above 5% This Year
09:35 • 2min
The Real Vision Daily Briefing
11:21 • 2min
The Dollar Yen and the Futures
13:49 • 2min
How to Price Your Bonds for Future Rate Hikes
16:11 • 3min
How Gold Performs in a Complex Environment
19:01 • 3min
The Future of Gold
21:37 • 2min
Apple's Earnings Report
23:10 • 3min
Apple's Pre-Covid-High Was 80
26:16 • 2min
Bitcoin: A Breakout Failure?
27:57 • 2min
The Outer Wall Is Like a Hurricane
30:20 • 2min
The VIX Is Going to Fly
32:05 • 4min