Eurodollar University

Irrational Exuberance, Again? [Eurodollar University, Ep. 179]

Jan 9, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
Allan Greenspan's 20th Anniversary
01:59 • 2min
3
The Federal Reserve Is Not in the Money Business
04:18 • 4min
4
Is the Money Supply Going Off Path?
08:06 • 4min
5
Is There Something Wrong With M Two?
11:49 • 3min
6
Is Emil Crazy?
14:29 • 2min
7
Oil Price Shock - Irrational Exuberance
16:10 • 2min
8
Wages in the United States Are Rising - Is That Really the Sign of a Declining Economy?
18:20 • 6min
9
Is the Fed Really Betting on Inflation Expectations?
23:58 • 3min
10
The Real Wage Rises During the Great Depression
26:30 • 5min
11
Survivor Bias and Labor Hoarding
31:04 • 2min
12
Is There a Survivor Bias?
32:44 • 3min
13
What's Going on With Real Wage Rates During the Great Depression?
35:18 • 3min
14
The Fad Is Crafting a Fascade
38:09 • 3min
15
The Octobre Treasury International Capital Report
40:50 • 3min
16
Treasury Holdings in China - Is This a Reflationary Signal?
44:04 • 4min
17
The Tick Data - The First Fly in the Ointment
47:34 • 2min
18
The Tick Data Is a Very Strong Proximity, Jeft
49:13 • 3min
19
Oil Prices Are Up, but Why Aren't They Being Reinvested in Dollars?
51:55 • 3min
20
I'll Talk to Gain Week, Emile.
54:41 • 2min