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03:08 - The big picture macro view
08:27 - Fed selling Puts and Calls
12:54 - The lag effect
20:31 - The impact of change in demographics
29:49 - The state of the markets - Recession inbound?
38:47 - Sticky CPI - What is causing it?
46:12 - Is the FED causing uneccesary downturn?
49:41 - Are we looking at the right Asset Class?
52:26 - Is the equity rally about to end?
54:24 - The Unpinning of Volatility
57:40 - The coming Explosion of volatility
01:01:44 - Thanks for listening