Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
Is the Bank of Japan in the Third Inning of the Bond Market?
02:13 • 2min
Is There a Quantitative Tightening in Europe?
04:24 • 2min
What's the Main Event?
06:04 • 3min
Are You Looking Out a Year?
08:56 • 2min
What Is Defense in 2023?
10:42 • 2min
The Outstinking Investor Podcast
12:54 • 2min
Are We Moving Away From Disinflation?
14:37 • 3min
Macro Wells Fargo - Is There More Chance of the Fed Getting to Six?
17:53 • 2min
Fortress Gorman - Is There an Eaten Vance Out There?
19:50 • 2min
Do You Think Goldman Sachs Is a Good Move?
21:37 • 2min
Is Goldman Sachs Getting Too Much Criticism?
23:43 • 2min