Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
Is the Top Line Coming In?
01:56 • 2min
Is There Going to Be a Recession?
04:09 • 2min
Is the ECB the Most Hawkish Central Bank in the World?
06:28 • 3min
We Have 23,000 Per Anon Bitcoin
09:39 • 2min
Corporate Guidance
11:23 • 2min
Are We Pricing in La La Land?
13:29 • 2min
Earnings and Profitability Dynamics of American Corporations
15:58 • 2min
How Much Should You Lean Into Oil Majors?
18:03 • 2min
Is the Fed Trying to Ignore the Slowdown in the Economy?
19:34 • 2min
Do Markets Tell the Fed What to Do With Their Asymmetries?
21:58 • 2min
Are We Overweight Long Term Treasuries?
23:42 • 2min
Copper and Aluminum - The Big Picture Question, John Ferro
25:45 • 2min
Is China a Good Place to Be?
27:22 • 2min
Is the World Going Into Recession?
28:58 • 2min
The Surveillance Podcast - Crash Course
31:06 • 2min