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 29 30 31
Introduction
00:00 • 3min
The Pain of Hybrid Office Space
02:40 • 2min
The Uncertainty of Commercial Real Estate
04:59 • 2min
The Tough Times in Commercial Real Estate
07:25 • 2min
Matt Miller and Vince Signorella on the Fed's June Meeting
09:00 • 2min
The Fed's Negative Signals for the Second Half of the Year
10:32 • 3min
The Importance of Labor Data in a Recession
13:21 • 3min
The Fed's Reverse Repossession Facility and the Debt Ceiling
15:57 • 3min
The Rise of Exchange Traded Funds
18:30 • 3min
The Rise of Retail ETFs
21:03 • 2min
The Structure of the ETF Market
23:10 • 3min
The Importance of Innovation in ETFs
25:44 • 2min
Saudi Arabia Cutting Production Outside of the OPEC Plus Group
27:40 • 2min
The Importance of Natural Gas Production in the US
29:16 • 2min
The Future of Energy
31:19 • 2min
The Nasdaq Lifting All Boats Rally
33:10 • 2min
The Fed's Long Pause and the Future of Fixed Income
34:42 • 2min
The Ugly Stepchild of Corporate Credit
36:21 • 2min
The Fed's Recession Model
38:10 • 2min
The Importance of Discipline in Leverage Finance
39:53 • 2min
The China Reopening Story
41:30 • 2min
The Future of Fixed Income
43:00 • 2min
The Debt Ceiling Deal: What Comes Next?
45:15 • 2min
The US Treasury's Debt Ceiling and the Global Economy
47:12 • 3min
The Fed's Back Selling of Treasury Securities
49:58 • 3min
Apple's Mixed Reality Headset
52:29 • 2min
Apple's Mixed Reality Form Factor
54:26 • 2min
The Future of AI
56:25 • 2min
The Disruptive Elements of AI
58:22 • 2min
The Next Wave of the Google Facebooks of AI
01:00:19 • 2min
The Future of Artificial Intelligence
01:01:53 • 3min