Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 3min
Fiscal Policy and Monetary Policy
02:51 • 2min
The Fed Is Making a Mistake
05:19 • 4min
The Fed Funds Rate Is a 13-Fold Increase, Not a Two Fold Increase.
09:21 • 3min
Deleveraging in an Illiquid Environment
12:41 • 4min
The New Series Guilt Trip
16:43 • 2min
What Are Some of the Weak Links?
19:05 • 3min
Retailers Are Awash in Instability
22:04 • 3min
Is the Fed Data-Driven?
25:33 • 4min
Data-Driven Fed, Are You Listening?
29:03 • 4min
Innovation in the Late Stages of a Bear Market
33:12 • 2min
The Fed's Close to Pivoting, Even in Its Rhetoric
35:18 • 4min