
The most important charts and themes in markets, including...
00:00 Intro
00:12 That Escalated Quickly (Bond Yields)
04:36 More Mortgage Pain (Housing)
06:36 Higher Rates, Less Building (Apartments)
08:32 The Coming Default Cycle (Office Property Market)
11:28 Longest Bond Bear Market Ever
15:36 More Jobs (Payroll Report)
19:57 Lower Prices Bring Out the Bears (Stocks)
25:13 When Valuations Matter (Story of 3M)
28:36 Going Nowhere Fast (General Motors)
30:48 Expensive EVs (Rivian)
33:57 Borrowing $2 Trillion in 4 Months (National Debt)
37:58 More Affordable Air Conditioning
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