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Jul 2022
28m 12s

EPPY 95: Growth slowdown.

MAX
About this episode
I recap the recent economic data, dive into yield curves, and share what action on the markets is on my mind. Thanks for listening. 
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Nov 2023
EPPY 103: Technologic?
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Oct 2023
EPPY 102: Shakedown Street.
‏Be careful out there…shakedown street. Bulls and bears both get killed. Today we dive into the 5% yield on a 10 year bond, vol, the future of risk, and a shiny yellow metal. Thanks for listening. 
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Oct 2023
EPPY 101: A Castle Made of Sand.
‏On the pod: A recap of NFP, why financials matter, yields, THE BOJ, and a flashback to October 13 last year and why it may be different this year. Get ready for CPI on Thursday. Thank you for listening! 
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