Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
Are You Seeing That in Austin Right Now?
01:42 • 2min
Do You Think the Inevitability of Omacron Is Too Strong?
03:32 • 3min
Diapad - A Work From Anywhere Communications Platform
07:02 • 3min
What Are the Metrics of President Byden's First Year in Office?
09:54 • 4min
What Does All This Mean for 20 21?
13:35 • 3min
The Market Is Not Ideological, It's Just Looking for Relative Value
16:27 • 3min
Ray Dalio's China Fascination
19:53 • 4min
Dalio's China Fascination
23:51 • 3min
We Have You on Bloomberg Business Week
26:25 • 2min
Is It a Micron Fear or a Virus Spike?
28:00 • 3min
What Happens if We Don't Get the Varian Under Control?
31:29 • 5min