Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
The Transition Phase of the Economy
01:38 • 4min
The Business Cycle
06:07 • 6min
The Fed's Soft Landing No Recession
12:09 • 2min
The Yield Curve Is a Ugly Indicator
13:52 • 4min
The Fed Made a Policy Error With the Yield Curve
18:19 • 2min
The Fed's Misreading of the Situation
20:43 • 4min
The Fed's Overlook of Inflation
24:54 • 3min
The Fed's Speculation on the Trailing Reserve
28:24 • 3min
The Fed Is Saying Higher for Longer
30:54 • 3min
The Fed's Pause Comes With a Tightening Bias
34:05 • 5min
The Hard Landing of the Fed
39:12 • 5min
The Fed Focuses on Lacking in Continuum Indicators
44:26 • 4min
The Importance of Economists in the Fed
48:12 • 3min
The Fed's Distraction
51:30 • 4min
How Assets Will Respond to Economic Durables
55:09 • 6min
The S&P 500 Is Up 8% on the Year
01:00:51 • 5min
The Fed's Tightening in the Yield Curve Is a Bullish Sign
01:05:36 • 3min
How to Make Money and Save Money in the Marketplace
01:08:27 • 2min