Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 3min
Is the Fed Bringing Down Inflation?
02:31 • 3min
Is the Market Pricing the View That Yarn Reflects?
05:51 • 2min
Do You Expect a 25 Basis Point Fed Rate Increase?
07:47 • 2min
Fed Funds Futures
10:05 • 2min
Equity Evaluations in the US Equity Market
12:17 • 2min
Recession in the US, Europe, and Asia?
14:15 • 2min
ECB Growth Outlook - Is China a Major Driver?
16:18 • 3min
Will China's Growth Accelerate?
19:13 • 3min
Can China Reopening Drive Growth?
22:29 • 2min
The Risks of a Soft Landing
24:03 • 2min
Is There an Upside Case for a Recession?
26:21 • 3min
Exchanges at Goldman Sachs Podcast - Jan Dam, Thank You
29:51 • 2min