In this episode, we discuss the end of an era in markets as valuations decline steeply, the latest and planned fed hikes, and the situation in China as regards covid.

Show Notes

[00:00:00] Introduction

[00:00:08] The End of an Era

[00:04:15] The Fed willing to Take More Pain

[00:07:27] Covid in China

[00:09:34] TakeAways from Tech

[00:11:20] Moderating Housing Situation

[00:12:13] Conclusion