

BCB104: JOE CONSORTI: Recession, Real Estate, Banks & Left Nipples (Macro Update)
Apr 9, 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 21 22
Introduction
00:00 • 3min
The Importance of Explaining Things Simplely
03:26 • 2min
How to Explain Complex Shit
05:04 • 4min
The Importance of Understanding Bitcoin
09:25 • 2min
The Global Economy: What in the Fuck Is Going On?
11:18 • 5min
The Fed's Band Aid Fix on Inflation
15:52 • 3min
The Fed's Changes in the Fiscal Year
18:39 • 3min
How Fiat Banking and Fractional Reserve Banking Work
21:10 • 5min
How to Run a Bitcoin Node
26:36 • 3min
The Fed's Bailout Facility for Regional Banks
29:35 • 2min
The Differences Between BTFP and the Discount Window Mechanism
31:28 • 4min
The Risk of Centralization in Banking
35:37 • 2min
The Effects of Rule Changes Midstream on Social Security
37:55 • 2min
The Effect of the 2008 Financial Crisis on Commercial Real Estate
39:46 • 6min
The Dark Side of Options Shorting
45:35 • 4min
The Fed's Control of Commercial Real Estate
49:47 • 5min
The Fed Can Control Commercial Real Estate
54:27 • 2min
The Fed's Ability to Fight Inflation
56:42 • 6min
How to Protect Yourself From a Recession
01:02:39 • 6min
The Volatility of the Credit Cycle
01:08:16 • 4min
Bitcoin: The Best Sponge for Global Liquidity
01:12:23 • 3min
Nick and the Bitcoin Layer
01:14:58 • 3min