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00:00 - Intro
02:54 - Looking back on previous guests and how they have impacted our thinking
09:17 - Thoughts on the Fed and a historical perspective
21:11 - How much power and control does the Fed actually have?
31:02 - Low interest rates... a bubble maker?
40:03 - The inverted yield curve...a sign?
49:26 - Using volatility as a guide for equity markets
59:14 - What happens to the dollar?
01:04:13 - What should investors be considering at this point?
01:12:24 - Thanks for listening