Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 3min
The Importance of Extreme Probabilities in Economic Data
02:54 • 2min
The Market's Pricing of Bank Failures
04:57 • 2min
The 2008 Great Recession and the Fear of a Soft Landing
06:58 • 2min
The Fed's Balance Sheets Are Different This Time Around
09:19 • 3min
The Importance of Regional Banks in the US Economy
12:13 • 2min
The Dangers of Collateralized Loans in the Commercial Real Estate Space
14:29 • 3min
The Snowballing Effect of Commercial Real Estate
17:59 • 2min
The Fear of CLOs
19:38 • 3min
Diablo 4: The Forces of Hell
22:31 • 2min
Can the Dollar and Gold Go Up Continually?
24:39 • 2min
The Implications of the Fed Rate Cuts on Stocks
26:34 • 2min
The Hidden Variable in Liquidity
28:30 • 2min
The Systemic Liquidity Issue and the Dollar
30:16 • 2min
Fed Tightening Is Stimulative
32:34 • 2min
The Effect of Higher Interest Rates on the Economy
34:09 • 2min
Bitcoin and the Future of Cryptocurrency
36:16 • 3min