Ep740: Jerry Parker – Understand Your Investing Capabilities and Limitations
ISMS 33: Fed Success! High LT Rates & Recession Coming
World yield curve inversion is falling because of rising LT rates. Rising LT rates are reducing yield curve inversion fastest in DM Americas and DM Europe. Rates are high across EMs, crushing in FMs, and low in EM Asia. France and Germany ST rates rising; DM countries have past peak yield curve inversion due to rising LT rates. Rates are low in China, which, together with India, never inverted.
Ep739: William Cohan – Get the Numbers Right Before You Invest
William D. Cohan, a former senior Wall Street M&A investment banker for 17 years at Lazard Frères & Co., Merrill Lynch, and JPMorgan Chase, is the New York Times bestselling author of seven non-fiction narratives, including his most recent book called Power Failure: The Rise and Fall of an American Idol.
Ep738: Neil Johnson – Take the Profit When You Can
Ep737: Jeremy Deal – Use Differentiated Insight to Evaluate an Investment
