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 24
Introduction
00:00 • 4min
The Goldilocks Jobs Report and Exclusive CMC Interview
03:40 • 2min
The Goldilocks Number, the Golden Path, and the Wage Picture
05:54 • 2min
The July Rate Hike Is All but a Done Deal
07:45 • 2min
The ADP Versus the BLS: Which One Do You Believe More?
09:22 • 2min
The Fed's Role in the Service Sector Inflation
10:54 • 3min
The Fed Is Closed Being Done and Nancy Tengler Is Buying on the Dips
13:32 • 2min
The Rebalancing of the Jobs Report
15:35 • 2min
The Best Defensive and Offensive Play in the Sector
17:12 • 2min
The Markets: A New Series From Goldman Sachs
18:43 • 2min
The Future of Retail and Office Real Estate
20:18 • 2min
Omnichannel Critical Retailers Providing Essential Goods and Services
21:57 • 2min
The Fed and a Soft Landing Affect Tesla's Balance Sheet
23:38 • 2min
Treasury Secretary Janet Yellen's Trip to China Is Not All Sunshine and Rainbows
25:36 • 2min
The US-China Relationship: What's Next?
27:40 • 2min
The Rainbow Over Janet Yellen's Airplane
29:16 • 2min
Janet Yellen's Stance on the Chinese Communist Party Is a Stark Reality
31:02 • 2min
The Importance of Preserving the Good and Avoiding the War
32:40 • 2min
The Unaddressed Question of US Policy in China
34:16 • 3min
Tesla Continues to Dominate the EV Market
36:57 • 3min
The Impact of Price Cuts on the Auto Market
39:42 • 2min
The Impact of the Pandemic on Home Prices
41:14 • 2min
The Health of Housing
43:04 • 2min
What Could Break That Log Jam?
45:08 • 2min