Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28
Introduction
00:00 • 2min
Investing in Macro Forecasts
01:38 • 2min
Macro Forecasting
03:25 • 2min
Inflation - The Future of the Economy
05:00 • 2min
What About the Phillips Curve?
06:52 • 2min
Inflation and Its Impact on Interest Rates
08:29 • 2min
Is the Global Supply Chain Ready for Higher Inflation?
10:04 • 3min
Prices of Goods Aren't Determined by Current Economic Developments
12:43 • 2min
What Does the Fed Know?
14:38 • 2min
The Market Needs a Trip to a Psychiatrist
16:26 • 1min
The Wall Street Journal Says Stock Market Dips Are Coming
17:51 • 2min
The Wall Street Volatility Index Climbs to Its Highest Level in Weeks
20:03 • 2min
The Bond Market Isn't Worried About Inflation
21:42 • 2min
What Does the Market Know About Future Events?
23:44 • 2min
Wall Street Forecasters Are at It Again
25:57 • 2min
The Medium Wall Street Forecast for the Stock Market From Two Thousand Through 20 20
27:31 • 1min
The Role of the Fed in Makro Forecasting
28:55 • 2min
The Fed Is Worried About Inflation
30:32 • 2min
Economic Recovery From the Corona Virus Pandemic
32:39 • 2min
Fed Largesse Can't Stimulate the Economy Without Increasing the Value of the Economy
34:47 • 2min
Is There a Catch?
36:21 • 1min
The Fed's Rescue Actions Have Been Essential and Appropriate
37:51 • 2min
I'd Like to See a Fed That's Reluctant to Intervene
39:29 • 2min
Inflation for the Corona Virus
41:19 • 2min
Is There Nothing for Investors to Do?
42:58 • 2min
Investing in a Bond Bubble?
45:26 • 2min
The Risk of Inflation
47:10 • 2min
Oak Tree Capital Management L P.
49:13 • 2min