i've been studying the long term debt cycle a little bit, and i'vere watched ray dallio's brilliant video how the economic machine works. And it really makes me realize how much our economy is really driven by credit. The more icanno study the stuff and study what the fed's doing, it's more the so balancing effect. They need to give liquidity to the markets and try and maintain stability, but not trying to provide too much liquidity like they did over the past couple of years.
IN THIS EPISODE, YOU’LL LEARN:
02:08 - What the Federal Reserve is, the role it plays in the overall economy, and what their dual mandate is.
12:07 - What quantitative easing is and how it affects the prices of assets.
31:35 - Whether liquidation events are a buying opportunity or not for long-term investors.
33:33 - What the repo market is, and why you should care about it.
40:31 - How the stock market affects the Federal Reserve’s decisions.
43:32 - What CBDC’s are and what role they might play in the future.
47:54 - Joseph’s thoughts on what a global macro restructuring might look like.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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