Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 3min
The Monthly Inflation Data
02:47 • 4min
The Importance of Core Inflation
06:41 • 4min
The Problem With the RBA
11:04 • 2min
The Volatility Index Is Up a Little Bit
13:12 • 2min
The Reality of the Energy Transition
15:28 • 3min
The Importance of Housing Commitments
18:47 • 2min
Airbnb's and the Mortgage Cliff
20:52 • 2min
How to Buy Stocks That Are Overvalued
22:43 • 3min
The End of Joe Lyons
26:05 • 2min
The Problem With 30 Year Fixed Loans
28:11 • 2min
The Neutral Interest Rate
29:54 • 3min