Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 4min
Nvidia Rallying the S&P 500
04:05 • 4min
The Liquidity Stress in Dollar Markets
08:17 • 4min
The Disparity Between Macro and Index Performance of Equities
12:18 • 3min
The Divergence in Real Interest Rate Trends
15:31 • 5min
The Power of Narratives in the Economy
21:00 • 4min
The China Story Is Dead and Gone
24:35 • 5min
The Advantages and Disadvantages of Longs in Dollars Versus Renminbi
29:23 • 4min
The Eurozone Macro Cycle and the Eurozone Assets
33:08 • 2min
The Eurozone and the US Dollar
34:48 • 2min