Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
What's the Disconnection?
02:20 • 2min
Are We Going to Help People Get Back to Work?
04:10 • 2min
The Most Shattering Miss of the Month, Johnosenberg
06:02 • 2min
The Labor Market Is Screaming, You Know?
07:34 • 2min
Is the Ten Year Real Yield Moving Up to Zero?
09:41 • 2min
Is the Fed Tightening a Non Linearity?
11:12 • 3min
The European Market Is Inshocked
13:46 • 3min
Is the Labor Force Participation Rate Getting Stronger?
16:34 • 2min
Are We on the Precipice of a Wage Price Spirale?
18:53 • 2min
Are We at Full Employment?
20:35 • 2min
Oil Prices Will Come Back Down
22:13 • 2min
- Is It a Demand Story?
24:09 • 2min
The South Is One That Fon Calls.
25:51 • 2min