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Oct 2023
28m 36s
EPPY 101: A Castle Made of Sand.
MAX
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About this episode
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!
Up next
Nov 2023
EPPY 103: Technologic?
Will the nasdaq continue its wild ride? A deep dive into bond yields, passive vs. active, and why it may be time to be cautious on stocks. Thanks for listening!
28m 2s
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.
30m 10s
Sep 2023
EPPY 100: FEARLESS.
I am back. Time goes on…the ideas never die.
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