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 27 28
Introduction
00:00 • 2min
The Pandemic, the Lockdown, and the Macro Economy
02:06 • 4min
Fed Cut Rates to Zero
06:09 • 2min
What Do You Think About the May Retail Sales Report?
07:52 • 2min
Bond Lows - What's the Difference?
09:50 • 3min
What's Going to Derail Fang?
12:46 • 3min
What Did You Think About the March Market Overreaction?
15:50 • 4min
Are You Not Signing That Letter?
19:42 • 3min
Did Congress Miss the Opportunity for a Big Fiscal Stimulus in 0809?
22:54 • 3min
What Do You Think of Powell's Actions?
25:28 • 2min
Bonds and Inflation - What Do You Expect?
27:11 • 2min
Innovation Refunds - How to Reclaim Your Employee Retention Credit
29:13 • 2min
Aren't You Always Bullish?
31:40 • 2min
The Internet Stocks of the S&P 500, of Course, Were Crazy Back Then.
33:26 • 1min
Do You Still Believe That IPOs Have Done a Good Job?
34:55 • 2min
What Do You Think of CAPE?
36:43 • 2min
What Does This Mean for Private Capital?
39:05 • 3min
The Maze Employment Situation Report
41:48 • 3min
What's Going to Happen to the Infectious Diseases in the Sun Belt?
44:27 • 3min
What Do You Think of the Future of Education?
47:30 • 2min
The Average Real Total Return of Stocks for the Next Two Centuries
49:45 • 2min
Is the New 60-40 a Good Retirement Portfolio?
51:31 • 2min
What Are You Watching or Listening to on Netflix?
53:51 • 2min
Nothing, What Are We?
56:14 • 2min
What's Your Favorite Milton Friedman Book?
58:24 • 2min
What's Your Advice to a Recent College Grass Graduate?
01:00:51 • 2min
Don't Try to Time the Market Boy
01:03:19 • 2min
Mastering Business on Bloomberg Radio
01:05:27 • 3min


