Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 3min
The Strategic Political Reserve Refills the Strategic Petroleum Reserve
02:42 • 3min
Is It Time to Look at Exports?
05:20 • 2min
Business Class, Business Class and Hybrid Work - What's Next?
07:26 • 2min
Is There a Headwind to Demand?
09:52 • 2min
Are You Going to Expand Capacity?
12:02 • 2min
The Right Safety Outcome to the MAX 10?
13:48 • 2min
Turnout Is Going to Be the Number One Issue in the Election
15:43 • 2min
Are You More Excited to Vote This Time Than in the Past?
17:30 • 2min
The Importance of Abortion in the Midterms
19:09 • 2min
Are We Going to Have a Zombie Roll Up?
20:55 • 2min
Is the Federal Reserve a Backbone to Your Bearish Call?
23:04 • 2min
Wheat Prices Are Flashing Red
24:56 • 2min
What Will Be the Ballast Going Forward if We Don't Get Stability in Rates?
26:42 • 2min
Is This a New Structural Regime for Inflation?
28:53 • 3min
Is It Time to Think More About Domestic Political Risk?
31:35 • 2min
This Is Digital - The New Podcast From West Monroe
33:18 • 2min