Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 3min
The Divergence of Inflation Between Manufacturing and Services
02:45 • 2min
Tesla's Stock Price Hits a Record High
04:26 • 2min
Tesla's Random Approach to Pricing Signals
06:25 • 2min
The Rise of the Cloud Story
08:04 • 2min
Microsoft's Cloud Deployments Continue to See Success
09:46 • 2min
The Future of Global Capital Markets
11:19 • 2min
The Consensus Is Pricing in and What the Likely Outcome Is Going to Be
13:16 • 3min
The Slowdown in Growth and Inflation
15:46 • 2min
The Tightening Credit Conditions Are Going to Play Out
17:17 • 2min
The Equity Markets Are Pricing in a Soft Landing
19:21 • 2min
The Fed's Back Offset on the Labor Market
21:00 • 2min
The Importance of Housing Investment in the Economy
23:27 • 3min
The Regional Banks and the Profitability Story
26:41 • 5min
The Importance of Risk Management in Banking Turbulence
31:19 • 2min
The US Administration's Push to Regulate Investment in Chinese Companies
32:50 • 2min
China's Decoupling Threats to the Economy
35:00 • 2min
The US Dollar Dominance Is Going to Erode
36:33 • 2min