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Notes:

* Pressed for time? Chart explanations start at 22:22 mark

Best part IMO are brief segments ( if topic interests you) about:

* Tip: Use the transcript for a term search

* Nominal GDP vs EPS

* Bonds, YCC, and ICC (Interest Cost Control)

* 4 to 5% inflation levels

* The no landing equals hard landing scenario

* The Chart 7 analysis grid on bubbles, goldilocks, stagflation, recession