

Housing rebounds - time to call off the recession? Guest: Warren Pies
5 snips Jun 25, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
The Bank of England Press Conference on Talk TV
01:35 • 2min
The Swedish Central Bank Meets on Wednesday
03:35 • 2min
The Housing Market and Why the Recession Is Postponed
05:20 • 2min
The Importance of Housing in the US Economy
07:09 • 2min
The Implications of the US Recession
09:27 • 2min
The Divergence in Housing Starts
11:42 • 3min
The Resilience of the Housing Market
14:32 • 2min
The Fed's Hard Time Cracking the US Housing Market
16:58 • 2min
The Ramifications for Fixed Income and Commodity Markets
18:47 • 3min
Warren Buffett's View on Supply and Demand
21:26 • 5min
Warren Buffett's High Conviction Views on Energy
26:30 • 3min
The Weight-Cast Position in Global Macro
29:14 • 2min
The Optimism Returns
30:53 • 2min
The Chinese Reopening and the European Negative Story
33:00 • 2min
How to Profit on the Fragility of the Eurozone
34:47 • 2min
The Norwegian Central Bank's No Shit Sherlock Award
36:33 • 2min
The Weather Host With Stronger Statements
38:47 • 2min