

48. Zed Francis - Will credit markets be tight or illiquid in 2023?
Feb 13, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 1min
Q4
01:29 • 3min
The Require Minimum Distribution From a DC Divine Contribution Retirement Plan
04:09 • 4min
Is There a Parallel Between December 2018 and 2022?
08:34 • 3min
Is There a Balance Between the Boomers and the Millennials?
11:29 • 3min
Vol Markets in December - The Bipolar Market
14:32 • 2min
Zero Data Exploration - Is There Anything to This?
16:30 • 2min
What's the Story of 2023?
18:12 • 5min
Defining the Fed's Credibility in the Market
22:43 • 2min
Is the Fed Credible?
25:09 • 3min
Corporate Pensions - What the Heck Are You Talking About?
28:27 • 6min
Pensions
34:01 • 5min
Refinance Rate Is Not Going to Have Problems Any Soon
39:17 • 3min
Is There a High Correlation Between Liquidity and Volatility?
41:55 • 3min
Do You Think That's Foreshadowing?
45:23 • 2min
Is the Widowmaker Short GGB Trading Back On?
46:56 • 2min
What Happened to US Pensions?
49:20 • 3min
The Bank of England - What's the Problem, Guys?
51:50 • 4min
Are You Getting a Bridge Loan for Illiquid Assets?
55:47 • 3min
I'll Be Walking Off the WWW Again, LinkedIn, Etc.
58:20 • 2min