Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
The Future of the Market Regime
01:34 • 5min
The End of the Bondable Market
06:13 • 3min
The Key Features of the New Regime and Market Framework
09:02 • 5min
The Transition to COVID
13:51 • 3min
The Shift in Inflation
17:04 • 4min
The Future of Inflation
20:55 • 4min
The Future of Fiscal Policy
25:11 • 3min
The Secular Bear Market for Bonds
28:28 • 3min
The Transition to a New Investment Regime
31:12 • 4min
The Minsky Moment
34:58 • 3min
The Future of Bond Yields
38:28 • 3min
Emerging Markets: Can They Perform Well Without China?
41:02 • 3min
The Future of Commodities
44:31 • 2min
The Importance of Manufacturing in the Next Cycle
46:05 • 3min
The Future of Equity Markets
49:16 • 3min
The Future of Bond Equity Correlation
52:44 • 3min
The Future of Macroeconomics
55:49 • 2min
The Transition to a New Regime
57:45 • 2min


