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Pod 19: Silicon Valley and Signature Bank Collapse, Regional Bank Crisis, The Fed's Response, CPI, and New Fed Policies for Markets

Unusual Whales

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The BTFP - Is the One Year Timeframe Sufficient for the Slow Burn to Play Out?

Michael Kofman: I have to think that there's got to be a very, very serious trade off for me to emasculate the credibility that I've been trying to build over the last 15 months in getting inflation down. He says even though it was repugnant to many who called it a bailout, it's not a true bailout. The fact that we are now effectively ensuring all deposits insured or insured is an extraordinary, unbelievable effort That can't go, men will be can't minimize that. And so no, that's going to definitely get extended. Ben Bernanke: It's just kind of more wait and see what the transmission mechanism is for all the tightening that

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