Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 3min
What's Going on With Manufacturing Surveys?
02:34 • 3min
Stock Picking - What's Next for Profitless Companies?
06:01 • 2min
The Fed's Wage Growth Is Rolling Over
08:01 • 3min
The Fed Is Going to Take a Breeze at 5%
10:36 • 2min
Globalization Is in Retreat, but It's Not Collapsing
12:54 • 3min
New OECD Direct Investment Into China Is Falling
15:44 • 3min
Investing in Cryptocurrencies
18:35 • 4min
COVID Vaccines - What Are the Costs and Benefits?
22:07 • 5min