Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
The Risk of a COVID-Distorted Economy
01:53 • 2min
The Challenge Profits and Things That Corporations Face
03:43 • 3min
Francis Donald of Manual Life Investment Management
07:06 • 2min
How to Macro Strategy Academy Security
09:14 • 2min
The Grind of Regional Banks in the US
11:28 • 2min
The Slowdown in M2
12:59 • 2min
The Vulnerability of the Chinese Consumer
14:38 • 2min
The Haircut Needed for Banks to Find Stability
16:49 • 2min
The Treasury's Option to Make First Republic a Community Development Bank
18:30 • 2min
The Tightening of Bank Commercial and Industrial Loan Growth
20:14 • 2min
The Contagion Effect of SVB and the Alphabet Soup That Gets You to FRC
21:59 • 2min
The Fed's Quick Action to Help the Troubled Banks
24:03 • 2min
Kevin McCarthy's Proposal to Raise the Debt Ceiling Will Pass Today
25:36 • 2min
The Importance of a Bipartisan Commission on Mandatory Spending
27:11 • 2min
The Debt Ceiling Vote Is Important
28:49 • 2min
The Debt Ceiling and the Budget 10-Year Forecast
30:44 • 2min
Microsoft's Future: A Look at the Future of AI
32:26 • 2min
Alphabet's Downplay of Open AI
34:01 • 2min
Microsoft's Stock Is Up by Close to 8%
35:46 • 3min