Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 3min
The 2022 Bear Market and Wage Growth
03:02 • 6min
The Generational Tradeoff
08:44 • 2min
How to Rebuild American Growth and the American Middle Class
10:22 • 3min
The Fed's Message Is Very Confused
13:38 • 2min
Do We Really Want to Kill the Labor Market?
15:08 • 2min
The Real Estate Bubble Isn't a Good Idea, Right?
17:23 • 2min
The Biggest Economic Problem in the World
18:55 • 3min
What Does COVID Mean for Asset Prices?
21:49 • 3min
Is There a Recession in the Economy?
24:24 • 2min
Is There a Goldilocks Szenario?
26:03 • 2min
The 70s Is a World Apart
27:41 • 3min
Stackflation, Phillips Could Have Moved In
30:11 • 3min
The CPI, Shelter, High Education, Health Care, and Childcare
32:55 • 2min
How to Avoid a Debt Crisis When You Have a Deficit to GDP of 8%?
35:18 • 2min
Long XLF, Short XLK - What Does That Mean?
37:39 • 3min