It’s Not Just Inflation, The Fed’s Lost Control

1

Introduction

00:00 • 3min

2

The JPEG Picture NFT Is One Use Case

02:46 • 4min

3

Is There a Lot of Signal in the Bear Market?

06:21 • 3min

4

The CPI Print That Came Out Yesterday

09:09 • 2min

5

Is CPI Lagging?

10:39 • 5min

6

The Machines Have Taken Over the Market

15:10 • 2min

7

The Base Effect in One Year Is Going to Make It Good, Right?

16:51 • 3min

8

What's the Next Shoot to Drop?

20:21 • 3min

9

Do You Think We're Going to Get Out of Inflationary Period?

23:16 • 3min

10

Is There a Strong Correlation Between Two Year and Fed Funds Rate?

26:33 • 2min

11

Do You Think the Labor Market Is Strong?

28:38 • 2min

12

Is the Fed Jamming the Stick?

30:20 • 2min

13

The Feds Job Is Price Stability, Right?

32:08 • 3min

14

I'd Like to Be in Charge of the Finances of the Empire, Right?

34:46 • 5min

15

The Fed Is Getting a Nobel Prize, Right?

39:25 • 2min

16

Active Portfolio Management

41:27 • 4min

17

How Much Taxes Do We Think Program Can Extract?

45:56 • 2min

18

The Origin of Pelosi-Nomics

48:18 • 2min

19

The Fed Is Full of PhDs, Right?

50:12 • 3min

20

Are Bond Vigilantes Coming Back?

52:48 • 5min

21

The Face-Melter of a Rally in Risk Assets

57:39 • 2min

22

Is There a Level of Sin in the Fed?

59:52 • 4min

It’s Not Just Inflation, The Fed’s Lost Control | Round Up