00:00 - Introduction
01:42 - The Economy & Macro View
07:35 - What Does This Mean for the Markets?
15:12 - What are the Warning or Leading Signs?
19:25 - Banks & Money Outflows
31:52 - Closing Thoughts & Good Stocks (PREM, KOD, AVCT
01:42 - The Economy & Macro View
07:35 - What Does This Mean for the Markets?
15:12 - What are the Warning or Leading Signs?
19:25 - Banks & Money Outflows
31:52 - Closing Thoughts & Good Stocks (PREM, KOD, AVCT
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