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 23
Introduction
00:00 • 4min
The Lack of a Bearish Catalyst Has Suddenly Become a Bull Catalyst
04:06 • 2min
The Fed's Role in the Bond Market
05:49 • 5min
The Long-Term Inflation Outlook
10:31 • 3min
The Positive Correlation Between Bond Prices and Stock Prices
13:02 • 3min
How to Hedge Equity Risk in the Equity Market
16:19 • 4min
The Fed's Procyclical Stimulus in the SMB 100
20:08 • 3min
The Negative S&P 500 Drawdown
23:14 • 2min
The Drawdown of Bond Yields
25:09 • 2min
The Future of Gold
27:03 • 2min
The Risk Reward for Bitcoin
28:37 • 4min
Oil and the Supply Dynamics of the Global Financial Crisis
32:13 • 3min
The Future of Asset Allocation in a Cyclic Slowdown
34:48 • 3min
The Bear Market: A Process
38:02 • 4min
The Inversion of the Yield Curve
41:57 • 2min
The Fed's Optimism for the Future of Asset Markets
43:33 • 2min
The Fed's Forecast for Inflation
45:54 • 2min
How Long Does It Take to Kill Inflation?
48:23 • 2min
The Uncertainty of the S&P 500
50:39 • 2min
The Risk of Bonds Winning't Act as a Hedge Anymore
52:41 • 3min
The Worst Place to Be in an Economic Environment
55:33 • 2min
China's Rhetorical Policy Shift
57:22 • 4min
The Nut 42 Macro
01:01:13 • 2min