524 Episoder

  1. Ep. 489: CPI and Inflating the Debt Away

    Publisert: 11.4.2024
  2. Ep. 488: Adobe's Core Business Is Not Growing

    Publisert: 31.3.2024
  3. Ep. 487: What Could Change Investor Psychology?

    Publisert: 29.3.2024
  4. Ep. 486: Bank Discount Window Borrowing Up 133%

    Publisert: 29.3.2024
  5. Ep. 485: Nuclear AI

    Publisert: 24.3.2024
  6. Ep. 484: Where Is Gen AI End-User Demand?

    Publisert: 21.3.2024
  7. Ep. 482: Gen AI Questions

    Publisert: 15.3.2024
  8. Ep. 481: Gen AI Valuations

    Publisert: 10.3.2024
  9. Ep. 480: Tax-free Spinoffs

    Publisert: 24.2.2024
  10. Ep. 479: Timing of Share Repurchases Could Be Better

    Publisert: 21.2.2024
  11. Ep. 478: Temenos Where There's Smoke...

    Publisert: 16.2.2024
  12. Ep. 477: Our Advice for Jerome Powell

    Publisert: 15.2.2024
  13. Ep. 476: Inflation Remains Stubborn

    Publisert: 14.2.2024
  14. Ep. 475: Money Supply Growth Is A Better Inflation Barometer Than CPI

    Publisert: 7.2.2024
  15. Ep. 474: Jerome Powell Needs To Be Dr. No, Not Dr. Yes

    Publisert: 7.2.2024
  16. Ep. 473: FOMC Press Conference Reaction

    Publisert: 5.2.2024
  17. Ep. 472: Jobs, Layoffs and Bank Bailouts

    Publisert: 3.2.2024
  18. Ep. 471: Markets Need to Pay Attention to Bank Borrowing at The Fed’s Discount Window in March

    Publisert: 27.1.2024
  19. Ep. 470: The Fed Will Cut Rates Quickly If It Allows The BTFP To Expire

    Publisert: 19.1.2024
  20. Ep. 469: How The @NFL Should Leverage Streaming To Grow Audience

    Publisert: 15.1.2024

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