The Fed Put Still Lives | Vincent Daniel

1

Introduction

00:00 • 4min

2

The Fed's Optimism in Liquidity

04:22 • 3min

3

The Fed's Quantitative Tightening Program and the Red Balance Sheet Goed Higher

07:18 • 2min

4

The Fed's Shadow Easing Threat to the Market

08:52 • 2min

5

The Problem With Shorting the S&P 500

10:52 • 2min

6

The Debt Ceiling and the Fed's Decision to Increase Rates

13:09 • 3min

7

The Importance of Debt in the Stock Market

15:50 • 3min

8

The Fed's Crowding Out Theory

18:27 • 3min

9

How to Get a 5.1% Yield on Your Cash With Treasury Bills

21:20 • 5min

10

How Jack's Process Impacts Stock Outlooks

26:24 • 2min

11

How to Short AI Stocks

28:26 • 2min

12

How to Choose the Right Stock for You

30:04 • 3min

13

How Much Capital Should You Own?

32:34 • 2min

14

The Variant Perception of the Banking System

34:04 • 3min

15

The Impact of the BTFP on the Banking System

37:14 • 4min

16

The Risk of Uninsured Deposits

41:34 • 3min

17

Silicon Valley Bank's Capital Requirements Are Woefully Inadequate

44:52 • 4min

18

The Fed's Reluctant to Rake Rates

48:25 • 2min

19

The Importance of Core Tier One

50:43 • 3min

20

The Boom in Private Equity

53:47 • 3min

21

The Importance of Marking to Market

56:24 • 2min

22

The Similarity Between Private Equity and the Banks

58:12 • 2min

23

Blackstone: A Publicly Traded Stock

59:47 • 3min

24

The Crowding-Out Effect of Interest Rates

01:02:32 • 2min

25

The Problem With Higher Interest Rates

01:04:05 • 2min

26

The Resilience of the Economy

01:06:24 • 2min

27

The Impact of Rising Rates on the Banks

01:07:58 • 3min

28

The All Clear Signal to Invest in Banks

01:10:48 • 2min

29

The Long-Term Outlook for Energy Stocks

01:12:43 • 5min

30

The Fed Put Still Lives

01:17:15 • 2min

31

How to Estimate the Probabilities of a Recession

01:19:19 • 5min