524 Episoade

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

    Publicat: 02.12.2023
  2. Ep. 447: The Reverse Repo Market May Be Telling Us When The Fed Will End QT

    Publicat: 01.12.2023
  3. Ep. 446: A Full Bank Deposit Backstop Is Impossible

    Publicat: 26.03.2023
  4. Ep. 445: Running QT and QE Simultaneously

    Publicat: 14.03.2023
  5. Ep. 444: Bail Out

    Publicat: 13.03.2023
  6. Ep. 443: The Looming U.S. Recession, Earnings & Stagflation

    Publicat: 24.05.2022
  7. Ep. 442: Fed, Fed, Fed Up

    Publicat: 29.09.2021
  8. Ep. 441: Insurers & Alternative Asset Investing with SS&C Technologies

    Publicat: 16.09.2021
  9. Ep 440: A Win For Intuit. A Loss For Facebook

    Publicat: 15.09.2021
  10. Ep. 439: Hate To Say Price Inflation Is Here To Stay

    Publicat: 14.09.2021
  11. Ep. 438: More On Management Teams

    Publicat: 09.07.2021
  12. Ep. 437: VCs, EVs & The Fed

    Publicat: 02.07.2021
  13. CEORater QT: We Expect CEOs & CFOs To Retire At A Record Pace

    Publicat: 20.06.2021
  14. Ep. 436: Strong Correlation Between M2 and NASDAQ Composite

    Publicat: 18.06.2021
  15. Ep. 435: Investors Should Ask More of Their Management Teams

    Publicat: 15.06.2021
  16. Ep. 434: Why We Have Inflation

    Publicat: 14.06.2021
  17. Ep. 433: Inflating The Debt Away. Higher Prices Are Here To Stay.

    Publicat: 11.06.2021
  18. Ep. 432: Don't Believe The Fed's Hype. Inflation Is Not Transitory.

    Publicat: 02.06.2021
  19. Ep. 431: “G” Is Where The Value Is In ESG

    Publicat: 01.06.2021
  20. Ep. 430: Memorial Day Round-Up

    Publicat: 31.05.2021

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