Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
The Pressure Is Mounting
01:44 • 3min
Is This the First of Many?
04:28 • 2min
Is There a Risk With This?
06:50 • 4min
Can They Pass Mortgage Stress Tests?
10:33 • 2min
Is This the First One of Its Kind in This Cycle?
12:36 • 3min
The Bank's Biggest Concern, Right?
15:34 • 2min
The Job Numbers Are Coming Out Tomorrow
17:25 • 2min
The Housing Market in the US Is Starting to Show Signs of Life Again
19:30 • 2min
Did You Want to Get to Know Rubenstein?
21:19 • 4min
Is 190 Grand a Down Screen Number?
24:50 • 3min
What Does That Mean?
27:58 • 5min
The Market Cap of Swiss Banks Is Very Small, Right?
33:22 • 4min
The Federal Reserve Minutes Are Never of Substantiality, Right?
37:46 • 2min
What's on the Fed's Radar?
39:28 • 3min
What's the Role of the Reserve Bank of Australia?
42:02 • 4min
I'm Front Running My Substack, So I Have Now Carte Blanche to Plug It
45:53 • 4min
The Inflation Challenge Is Going to Be Around for a While
49:29 • 3min
Is There a Landing?
52:47 • 2min
Is There a Disinflationary Impulse in Productivity Growth?
54:42 • 2min
What Happens When You Shift an Economy in Certain Way?
57:11 • 2min