Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 4min
The Mother of All Taper Tantrums
03:40 • 5min
The Fed Wants to Bring Down Inflation?
08:18 • 2min
The Housing Component of Inflation
09:54 • 6min
What's the Final Word on Housing?
15:32 • 6min
Cable, Broadband, Wireless - The Convergence Apocalypse Thesis
21:09 • 2min
Cable Stocks
23:01 • 3min
Rowblocks Is Going to Let Advertisers In
25:33 • 5min
Bitcoin
30:44 • 2min
The Odd Couple, Crypto Edition
32:36 • 3min
Climate Change and Energy in America
36:02 • 5min
Climate Change - It's All So Listen From Immediate Perspective
41:20 • 4min
Insider Buying
45:47 • 2min


