Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 3min
The Fed's Decline in Rate Cuts
02:43 • 3min
The Fed's Estimate of 12% Earnings Growth Next Year Is Not Correct
06:04 • 3min
The Fed's Preference for 2% in 2025
08:43 • 4min
The Fed's Data Dependency
12:23 • 6min
The Consequences of Inflation
18:14 • 3min
The Fed Does Not See a Recession Coming This Year
21:18 • 4min
The Biggest Surprise of the Year
24:53 • 4min
The Overestimation of the Long Term
29:05 • 3min
The Future of Legal Services
31:41 • 2min
The Net Creator of Jobs
34:01 • 2min
How to Context the Dot Com Bubble
35:52 • 5min
The Fed's Plane Landed
41:09 • 2min
The Importance of Questioning the Fed
43:15 • 2min
The Fed's Interest Rates and Supply Chain Disruption
45:28 • 4min
The Fed's Decision to Acquiesce to Inflation
49:10 • 4min
The Fed's Attention to Unemployment
52:58 • 2min