Latest episodes of the podcast Doll’s Deliberations
Macro Crossroads: Fed, AI, and Outlook
01/12/2025
The Stimulus Party Continues
03/11/2025
The High Risk Bull Market Continues
20/10/2025
Quarterly Market Update
13/10/2025
The Fed's Focus on the labor market (at the expense of inflation) paves the way for a rate cut
15/09/2025
Valuation Concerns Are Never a Timing Tool
02/09/2025
Threading the Needle Gets Tougher
25/08/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.