Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
Why Value Outperforming Growth Makes Sense
02:13 • 3min
The Energy Sector ETF and Arc ARKK: A Comparison
04:59 • 3min
The Reopening Sectors of the Pandemic
08:05 • 2min
The Beats of the Misses
10:16 • 5min
Constructive on Sectors for Earnings Growth in 2022
14:59 • 2min
The Dispersion of Consumer Expectations of Inflation
17:00 • 2min
The Fed's Ability to Moderate Inflation
19:17 • 3min
The Fed's Appetite to Maintain Stable Prices
22:47 • 2min
The Fed's Precautions in Stimulating Inflation
24:18 • 2min
The Inflation Theme Shapes Your View on Cryptocurrency
26:27 • 3min
The Psychological Effects of the Pandemic on Investors
29:49 • 3min