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
Introduction
00:00 • 2min
The Fed's Unemployment Forecast: Is It Going to Materialize?
02:04 • 2min
How Do People Feel About the Economy?
03:41 • 2min
The Price of Inflation
05:24 • 2min
J. Pals's View on the Economy
07:29 • 2min
The Base Effects of Higher Rates on the Economy
09:47 • 2min
The Restless Ones: How IBM and the Global Real Estate Company Slash Sustainability
11:26 • 2min
Goldman Sachs' Unimpressive Quarter
13:34 • 2min
Goldman Sachs' Pre-Announced Earnings Report
15:23 • 2min
The Legacy of Lloyd Blankfein
17:42 • 2min
The Silver Lining for Goldman Sachs
19:17 • 2min
Larry Fink's Comments About the Schism in Goldman Sachs
20:55 • 2min
How to Trade Amazon Prime Day
22:30 • 3min
INDS: A Differentiated Way to Play E-Commerce
25:12 • 2min
TRFK: A Different Way to Play the E-Commerce Story
26:45 • 2min
How to Invest in Cows in a Recession
28:46 • 2min
The Restless Ones
30:30 • 2min
The Fed's Inflation Print and the Impact on Assets
32:20 • 2min
The Fed's Cycle of Insurance Hikes
34:10 • 2min
The Fed's Overdoing It
36:23 • 2min
The Future of the Market
38:11 • 3min


