The Case for a Soft Landing

1

Introduction

00:00 • 4min

2

What's Your Take Away From This Fed Meeting?

04:27 • 2min

3

Is There a 75 Basis Point Hike?

06:01 • 2min

4

Are You Trying to Balance Your Dual Mandatory?

07:38 • 2min

5

The Oil Markets Look Attractive, Right?

09:58 • 1min

6

No Travel a Lever Stocks

11:25 • 2min

7

Covid

13:22 • 2min

8

Consumers Can Stay Resilient for Longer Periods

15:12 • 2min

9

Is There a Good Chance of a Softish Landing?

17:12 • 2min

10

Is There a Good Chance That the Fed Can Pause?

18:46 • 2min

11

Are the Companies Able to Raise Prices?

20:25 • 3min

12

The Level of Beats This Quarter Was Normal, in Line With Historical Averages

22:56 • 3min

13

Stocks Are a Good Inflation Hedge

25:50 • 2min

14

Dividend Growth Stocks Are a Good Inflation Hedge

27:50 • 2min

15

Is That a Danger Point for Equities?

29:29 • 2min

16

Commodity Price Inflation - What's Next?

31:16 • 1min

17

Is It a Covid Related Disruption?

32:40 • 2min

18

Inflation

34:29 • 2min

19

How Much Do You Think the Wrong Ma Cost Ali Baba?

36:27 • 4min

20

What Goes Up Podcast

40:27 • 3min