Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 1min
The Four Most Dangerous Words in the Economic Profession
01:28 • 2min
The Wage Tracker
03:12 • 2min
Is It a Demand Sluggage?
05:39 • 2min
Do You Think We'll Get Three and a Half Trillion Dollars?
07:45 • 2min
How Do You Position for Inflation?
10:13 • 2min
Is This the Beginning of Something Bigger?
11:43 • 2min
Is China Uninvestible?
13:40 • 1min
Is There a Slowdown in China?
15:07 • 2min
Tex Sector - What's the Connection Between Higher Interest Rates and the Pendemic?
16:52 • 2min
What Types of Technology Companies Are You Seeing as the Greatest Opportunity?
18:32 • 2min
The Pursuit of Out Performance at Pejum
20:07 • 2min
Gold Hasn't Acted as a Traditional Hedge Against Volatility
22:15 • 2min
How to Make Physical Gold Ownership Functional
23:56 • 2min
Gold Is Getting More Usable
25:27 • 2min