Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
The Jobs Report Is Just for You, Secretary Walsh
01:53 • 2min
The Return of Labour Power, Secretary Walsh?
03:48 • 2min
Is There a Compromise, Secretary Walsh?
05:19 • 2min
The Immaculate Disinflation Report, Randall Krosner
06:51 • 3min
The Payroll Tax Refund Program Is Now Available for a Limited Time Only!
10:05 • 2min
Can the Fed Really Get Away With That Shell Game?
11:45 • 3min
Bond Market Reaction - Is This a Hawkish Fed?
14:35 • 2min
How Do You Allocate a Portfolio Given All This Uncertainty?
16:16 • 2min
Tesla's 103.00 - What's the Demand Story in China?
18:30 • 2min
Is There a Right Sizing in the Tech Sector?
20:20 • 2min
Is This Silicon Valley Adulthood Upon Them Given Crisis?
21:57 • 2min
The Story of 2022 Is a Bifurcation of Big Tech
23:28 • 2min
The a-This Is What Matters
25:12 • 2min
The New York Times Bestseller, This Is Digital
26:48 • 2min