524 Episodes

  1. Ep. 448: The Fed, Inflation, Recession and 2024 Tech Outlook

    Published: 02/12/2023
  2. Ep. 447: The Reverse Repo Market May Be Telling Us When The Fed Will End QT

    Published: 01/12/2023
  3. Ep. 446: A Full Bank Deposit Backstop Is Impossible

    Published: 26/03/2023
  4. Ep. 445: Running QT and QE Simultaneously

    Published: 14/03/2023
  5. Ep. 444: Bail Out

    Published: 13/03/2023
  6. Ep. 443: The Looming U.S. Recession, Earnings & Stagflation

    Published: 24/05/2022
  7. Ep. 442: Fed, Fed, Fed Up

    Published: 29/09/2021
  8. Ep. 441: Insurers & Alternative Asset Investing with SS&C Technologies

    Published: 16/09/2021
  9. Ep 440: A Win For Intuit. A Loss For Facebook

    Published: 15/09/2021
  10. Ep. 439: Hate To Say Price Inflation Is Here To Stay

    Published: 14/09/2021
  11. Ep. 438: More On Management Teams

    Published: 09/07/2021
  12. Ep. 437: VCs, EVs & The Fed

    Published: 02/07/2021
  13. CEORater QT: We Expect CEOs & CFOs To Retire At A Record Pace

    Published: 20/06/2021
  14. Ep. 436: Strong Correlation Between M2 and NASDAQ Composite

    Published: 18/06/2021
  15. Ep. 435: Investors Should Ask More of Their Management Teams

    Published: 15/06/2021
  16. Ep. 434: Why We Have Inflation

    Published: 14/06/2021
  17. Ep. 433: Inflating The Debt Away. Higher Prices Are Here To Stay.

    Published: 11/06/2021
  18. Ep. 432: Don't Believe The Fed's Hype. Inflation Is Not Transitory.

    Published: 02/06/2021
  19. Ep. 431: ā€œGā€ Is Where The Value Is In ESG

    Published: 01/06/2021
  20. Ep. 430: Memorial Day Round-Up

    Published: 31/05/2021

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