524 Avsnitt

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

    Publicerades: 2024-01-12

  2. Ep. 467: Robert Kraft Handles Belichick Deal with Class. Part II: Streaming M&A

    Publicerades: 2024-01-12

  3. Ep. 466: CPI, BTFP & Stagflation

    Publicerades: 2024-01-11

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

    Publicerades: 2024-01-07

  5. Ep. 464: GenAI Is Largely an Infrastructure Play Today

    Publicerades: 2024-01-04

  6. Ep. 463: 2024 Will Be Anything But Boring

    Publicerades: 2024-01-02

  7. Ep. 462: New Year's Eve Special

    Publicerades: 2024-01-01

  8. Ep. 461: High Yield Credit Spreads Need To Widen

    Publicerades: 2023-12-29

  9. Ep. 460: Sam Altman and Satya Nadella Are Not Heroes

    Publicerades: 2023-12-28

  10. Ep. 459: Inflation Was At Record Levels During The 2021-2022 Period

    Publicerades: 2023-12-28

  11. Ep. 458: Christmas Special: Inflation Is Immoral

    Publicerades: 2023-12-25

  12. Ep. 457: Bank Liquidity Is Rising, But at What Cost?

    Publicerades: 2023-12-21

  13. Ep. 456: Fed Chair Jerome Powell Is Arthur Burns 2.0

    Publicerades: 2023-12-19

  14. Ep. 455: The Fed – Unrealized Losses and QT

    Publicerades: 2023-12-18

  15. Ep. 454: The Fed’s Stagflationary Setup

    Publicerades: 2023-12-14

  16. Ep. 453: Don’t Believe The Fed Hype

    Publicerades: 2023-12-11

  17. Ep. 452: Reassembling The Content Bundle

    Publicerades: 2023-12-07

  18. Ep. 451: If Wages Are Growing Faster Than Inflation, Why Is The Economy Slowing?

    Publicerades: 2023-12-06

  19. TEK2day Podcast Ep. 450: Disney CEO Bob Iger's Hands Are Full With ESPN

    Publicerades: 2023-12-05

  20. TEK2day Podcast Ep. 449: The Fed Has Not Won

    Publicerades: 2023-12-05

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