Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 3min
The Differences Between the UK, the Eurozone, and the American Economy
02:49 • 2min
The Bank of England Decision: Sufficiently Restrictive Rates
04:46 • 2min
The End of Free Money
06:30 • 2min
The Future of the S&P 500
08:31 • 2min
The Long-Term Case for Equities
10:04 • 2min
The Importance of Context in the Market
11:49 • 2min
The Importance of Diversification in the Markets
13:25 • 3min
The Fed's War on Inflation
15:57 • 3min
The Fed's Negative Narrative of Inflation
18:44 • 2min
The Importance of Forward Guidance in the Economy
20:21 • 2min
The Importance of Weakflation in the Economy
22:29 • 2min
Birmingham City: A Great Place to Invest
24:05 • 2min
The Impact of the Middle East on Birmingham Football
25:44 • 2min
Tom Brady and the Future of the NFL
27:23 • 2min
The Future of Birmingham's Football Club
29:01 • 2min
The Future of Sport
30:51 • 2min
Bonds Are Back. And So Is All the Credit. P.G. In Fixed Income Monthly Podcast Series
32:56 • 2min
Apple's New iPhone Shipments Are Going to Be Boring
34:36 • 2min
Amazon, Microsoft, and Azure: How Much Are They Spending on Cloud Services?
36:35 • 2min
The Future of the Tech Market
38:13 • 2min
The Big Takeaway From the Fan Mag Stocks
39:44 • 3min