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
How to Chart Tight Credit Conditions
01:32 • 2min
The Fed's Plan to Cool the Economy Down
03:23 • 2min
The Economic Connection Between Wage Growth and Consumer Price Inflation
05:01 • 3min
The Fed's Debate About Core Inflation
07:51 • 2min
The Fed's Working Paper Says Consumers Will Run Out of Savings by the End of the Year
10:01 • 3min
The Importance of Data on Race
12:55 • 2min
The Differences Between Executives and Non-Executives
14:53 • 2min
The Role of Executives in Racism
16:31 • 2min
The Importance of Representative Teams in Business
19:01 • 2min
Boeing's Duopoly With Airbus
20:59 • 2min
The Airbus Airbus 737 Max Grounding
22:51 • 2min
Boeing's Optimism About China
24:59 • 2min
Airbus's Relationship With China
27:23 • 2min
The C9, Nine 19, Is China's Answer to the Max
28:56 • 2min
The Competitive Landscape in China
30:52 • 2min
Airframe: A New Product?
32:33 • 3min
The S&P 500 Is in the Top Decile of Valuation
35:46 • 2min
The Odds on a Surprise at the Fed Meeting on Wednesday
38:11 • 3min
The Year of the Bond
40:46 • 2min
The Importance of Plymouth Gin and Tonic
43:00 • 2min