Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
Is the Labor Market Stronger Than Before the Pandemic?
01:35 • 2min
Are We Back to Pre-Pandemic?
04:03 • 2min
Is the Wage Structure Turning Around in the Next Three Years?
05:35 • 2min
Is the US Economy Going to Slow?
07:12 • 2min
Is the Story in Asia Different From the Story Elsewhere?
08:44 • 2min
The Fallen Angels Are Rising Stars
11:05 • 3min
What Is the Macro Momentum Right Now?
14:14 • 2min
The Challenge Is Growth Momentum
15:59 • 4min
Do We Have the Growthiness of America to Get Out of the COVID?
19:37 • 4min
The Book Is Freezing Order
24:02 • 2min
Putin Is Not Credible in All of His Alpha Male Threats
25:52 • 3min
Do We Need to Stop Vladimir Putin From Getting That Money?
28:38 • 2min
Is There a Second Chance for the Ukrainians to Do the Same?
31:06 • 3min