AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
BTC122: The US Treasury May Need Private Stable Coins w/ Matthew Pines (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
What Does the Fed's Tightening Path Mean for Asset Valuation?
The Fed is trying to take the air out of some of these securitization Ponzis and asset-backed security schemes that have popped up in an era of ZERP. And I think they're trying to, but in a controlled way, kind of do a controlled demolition of those parts of the market that were overly inflated on the backs of this implicit moral hazard. But they also have, as we mentioned, this geopolitical prerogative, which is like cannot let the treasury market break. Everything else is important. They have to come in.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode