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 22 23 24 25 26 27 28 29
Introduction
00:00 • 2min
The G-Sibs and the Slow Motion Crisis
01:55 • 3min
The Immaculate Disinflation Scenario
05:00 • 2min
The Fed's Balance of Terror
07:11 • 2min
The Long and Variable Lives of the Fed
09:36 • 4min
The Importance of Third Order Difference in Calculus
13:21 • 3min
The Fed's Intention to Break Things Is a Cause of the Deposit Crisis
16:09 • 2min
Positioning and S&P Futures From Non-Commercials
18:19 • 2min
The Fed's Slowdown in the Economic Data
20:25 • 2min
JPMorgan's Jamie Diamond on the Fed's Rate Cuts
21:59 • 2min
The Fed's Decision to Hike Rates in May
23:50 • 3min
The Fed's Communication Is Too Much
27:03 • 2min
The Impact of Market Forces on the Economy
28:51 • 2min
The Real Vision Daily Briefing: The Two Oldest Presidents in History
30:49 • 2min
The Dollar Ripped Because of Waller
33:07 • 2min
The Downtrend in the Dollar After CPI
34:50 • 2min
The Dollar Smile and the Carry Trade
36:31 • 2min
The Dollar Sell-Off in the US
38:35 • 3min
The S&P Core Logic Case Schiller Metro Area
41:19 • 2min
The Effect of QE on Asset Price Inflation
43:16 • 2min
How Does Trading Volume Look to Bread?
45:36 • 2min
The Correlation Between Crude and Oil Prices
47:50 • 2min
The Impact of Commercial Real Estate on Banks
49:42 • 2min
The Danger of Anecdotes
52:06 • 2min
The Implications for JPY and USD Bonds
53:38 • 2min
The Fed Terminal Rate and the Economic Slowdown
55:21 • 3min
The Most Expensive Mistakes Investors Make in Today's Tough Investing Climate
57:55 • 2min
The Importance of Timing in Crypto Trading
59:26 • 3min
The Real Vision Daily Briefing
01:02:12 • 2min