524 Episodo

  1. Ep. 468: BofA CEO Brian Moynihan Ought To Be Fired

    Publicado: 12/1/2024
  2. Ep. 467: Robert Kraft Handles Belichick Deal with Class. Part II: Streaming M&A

    Publicado: 12/1/2024
  3. Ep. 466: CPI, BTFP & Stagflation

    Publicado: 11/1/2024
  4. Ep. 465: Jobs Data - If The Government Says It's Sunny, You Know It's Raining

    Publicado: 7/1/2024
  5. Ep. 464: GenAI Is Largely an Infrastructure Play Today

    Publicado: 4/1/2024
  6. Ep. 463: 2024 Will Be Anything But Boring

    Publicado: 2/1/2024
  7. Ep. 462: New Year's Eve Special

    Publicado: 1/1/2024
  8. Ep. 461: High Yield Credit Spreads Need To Widen

    Publicado: 29/12/2023
  9. Ep. 460: Sam Altman and Satya Nadella Are Not Heroes

    Publicado: 28/12/2023
  10. Ep. 459: Inflation Was At Record Levels During The 2021-2022 Period

    Publicado: 28/12/2023
  11. Ep. 458: Christmas Special: Inflation Is Immoral

    Publicado: 25/12/2023
  12. Ep. 457: Bank Liquidity Is Rising, But at What Cost?

    Publicado: 21/12/2023
  13. Ep. 456: Fed Chair Jerome Powell Is Arthur Burns 2.0

    Publicado: 19/12/2023
  14. Ep. 455: The Fed – Unrealized Losses and QT

    Publicado: 18/12/2023
  15. Ep. 454: The Fed’s Stagflationary Setup

    Publicado: 14/12/2023
  16. Ep. 453: Don’t Believe The Fed Hype

    Publicado: 11/12/2023
  17. Ep. 452: Reassembling The Content Bundle

    Publicado: 7/12/2023
  18. Ep. 451: If Wages Are Growing Faster Than Inflation, Why Is The Economy Slowing?

    Publicado: 6/12/2023
  19. TEK2day Podcast Ep. 450: Disney CEO Bob Iger's Hands Are Full With ESPN

    Publicado: 5/12/2023
  20. TEK2day Podcast Ep. 449: The Fed Has Not Won

    Publicado: 5/12/2023

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