Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
Introduction
00:00 • 2min
The Federal Home Loan Bank System
01:39 • 2min
The Incentivization of Banks to Grow Their Membership
03:56 • 2min
The Rules for Taping Into Home Lending
05:33 • 2min
The San Francisco FHLB's Underwriting Approach Doesn't Contain the Results
07:06 • 2min
The Affordable Housing Program Is a Big Problem
08:52 • 2min
The Hartford: A Guide to Choosing the Right Insurance Company for Your Business
10:29 • 2min
Chippewar: The Fight for the World's Most Critical Technology
12:45 • 2min
The Future of Semiconductors
14:17 • 2min
The Business Dynamics of TSMC
16:26 • 2min
The Rise of NVIDIA in the Chip Conversation
17:58 • 1min
The Future of Semiconductor Manufacturing
19:28 • 2min
Saudi Arabia's Output Cuts and Oil Prices
21:06 • 2min
Saudi Arabia's Commitment to Cut 500,000 Barrels a Day Is a Gift to Russia
22:58 • 2min
The Saudi Oil Minister Blames Speculators and Their Shorts
24:36 • 2min
The Right Price Should Be
26:44 • 2min
The Saudis' Push for Higher Oil Prices
28:50 • 2min
Why OPEC Isn't Making Any Plans to Buy Oil
30:25 • 4min
How to Sell the News on Wall Street
34:01 • 2min
The Fed's Response to Hot Data
36:10 • 2min
The Fed's Data Dependence on Inflation
37:51 • 2min
The Fed's Expectations of a Pivot
39:24 • 2min
Why You Should Buy in Remarkable
41:08 • 2min


