524 Episodo

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

    Publicado: 11/4/2024
  2. Ep. 488: Adobe's Core Business Is Not Growing

    Publicado: 31/3/2024
  3. Ep. 487: What Could Change Investor Psychology?

    Publicado: 29/3/2024
  4. Ep. 486: Bank Discount Window Borrowing Up 133%

    Publicado: 29/3/2024
  5. Ep. 485: Nuclear AI

    Publicado: 24/3/2024
  6. Ep. 484: Where Is Gen AI End-User Demand?

    Publicado: 21/3/2024
  7. Ep. 482: Gen AI Questions

    Publicado: 15/3/2024
  8. Ep. 481: Gen AI Valuations

    Publicado: 10/3/2024
  9. Ep. 480: Tax-free Spinoffs

    Publicado: 24/2/2024
  10. Ep. 479: Timing of Share Repurchases Could Be Better

    Publicado: 21/2/2024
  11. Ep. 478: Temenos Where There's Smoke...

    Publicado: 16/2/2024
  12. Ep. 477: Our Advice for Jerome Powell

    Publicado: 15/2/2024
  13. Ep. 476: Inflation Remains Stubborn

    Publicado: 14/2/2024
  14. Ep. 475: Money Supply Growth Is A Better Inflation Barometer Than CPI

    Publicado: 7/2/2024
  15. Ep. 474: Jerome Powell Needs To Be Dr. No, Not Dr. Yes

    Publicado: 7/2/2024
  16. Ep. 473: FOMC Press Conference Reaction

    Publicado: 5/2/2024
  17. Ep. 472: Jobs, Layoffs and Bank Bailouts

    Publicado: 3/2/2024
  18. Ep. 471: Markets Need to Pay Attention to Bank Borrowing at The Fed’s Discount Window in March

    Publicado: 27/1/2024
  19. Ep. 470: The Fed Will Cut Rates Quickly If It Allows The BTFP To Expire

    Publicado: 19/1/2024
  20. Ep. 469: How The @NFL Should Leverage Streaming To Grow Audience

    Publicado: 15/1/2024

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