When i try to figure out what sort of involvement the fed has in the economy, i like to look at their balance sheet and how that' anged over time. March 20 twentieth was a liquidity issue. The great financial crisis was actually a solvency issue. Suddenly, you know, every one economy shut down, and everyone was worried about what happened. And so da, they wanted to have cash. What they did was first fall again, if your institutionbest er apyeare like a mutual fund. You hold your cash in the form of treasury securities. Then take that to me. Let's say your business needs are to met your invested redemptions. So there is
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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