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 • 2min
The Fourth of July Holiday in the United States
01:49 • 2min
The Holiday Short and Week in the Markets
04:00 • 2min
The 10-Year Yield: A Breakthrough in the Bond Market
05:55 • 2min
The Fed's Long Term Outlook
07:36 • 2min
The TAC Sector Is Due for a Correction
09:16 • 2min
The Strength of the Economy and Where Long-Term Interest Rates Are Going
10:46 • 4min
The Fed's Underestimated Inflation
14:18 • 3min
The Fed's Response to Inflation
17:14 • 3min
The So-Called Affirmative Action Decision
20:20 • 3min
The Gulf's Rich Deposits of Oil and Gas Have Attracted Significant Investments From the West
23:35 • 2min
The Perils of Investing in the Gulf
25:43 • 2min
The Diversification of the Gulf Economy
27:28 • 2min
The Role of Foreign Policy in Investing
29:25 • 2min
The Importance of Business in the Mueller Investigation
31:20 • 2min
The Rise of Deep Fake Videos
33:24 • 3min
The Fed's Expectations for the Credit Markets
36:09 • 2min
The Impact of the Higher Rate Environment on Corporate Debt
38:10 • 4min