Jun 30, 2017
:07 Intro
1:16 Japanese banks and their #dollars
5:55 TCW's Tad Rivelle channels David Stockman
8:14 Janet #Yellen isn't worried
11:30 "The way forward is clear." Is that so?
14:02 #Kraft Heinz CEO responds to critics
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Jun 26, 2017
2:25: Everything in #Illinois is going broke
6:07: Flattening yield curve, this time is
different?
9:15: #Fed vs bond market
12:42 Charles Evans discovers #Amazon
16:20 We need #inflation?
19:00 Which way interest rates
21:45 Fundamentals in the #energy market
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Jun 19, 2017
1:31 The #Fed is determined to hike #rates
5:28 Record private business #debt
8:17 Tightening cycles can have outsized consequences
9:00 The #German grocers are coming
11:30 #Fairway’s dead-wood expansion
13:00 #China’s curious #Anbang Insurance
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