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 25 26
Introduction
00:00 • 2min
The Divide in the Views on Inflation
01:39 • 2min
The Long and Variable Legs of Fed Policy
03:41 • 2min
The Long Term Effect of the Fed on Bond Market Positions
05:11 • 2min
The Implications of a Higher Fed Rate
07:18 • 3min
The Fed's Favorite Inflation Gauge
09:53 • 2min
How to Get a Payroll Tax Refund
11:31 • 2min
The Slowdown in Corporate Earnings
13:30 • 2min
The Margin Picture: PepsiCo, UPS, and Coca Cola
15:10 • 2min
UPS Is Down the Most in More Than Eight Years
17:26 • 3min
McDonald's Stock Is Still Around Records
20:31 • 2min
Artificial Intelligence and the Venture Capital World
22:31 • 2min
The Future of Health Care AI
24:14 • 2min
The Future of Health Care AI
26:28 • 2min
How to Invest in Healthcare and AI
28:55 • 2min
The Bitcoin Quest for Freedom Ends in Bankruptcy
30:30 • 2min
The Most Active Crypto Investors in Bankruptcy Cases
32:09 • 2min
Cryptocurrency and Bank Deposits
34:11 • 2min
The Disruption of Cryptocurrency
36:12 • 2min
The Future of Cryptocurrency
37:54 • 2min
How to Get a Payroll Tax Rebate of Up to $26,000 Per Employee
39:47 • 3min
The Bull Market Is Turning Into a Bull Market
42:43 • 2min
How to Position for the Macroeconomic Slowdown
45:01 • 2min
How to Diversify Your Portfolio to Avoid Risks
46:37 • 2min
The Secular Decline of Real Estate in the Economy
48:07 • 2min
The Math and Magic of Marketing in a Recession
49:53 • 2min