Forward Guidance The Bond Market Has Spoken. Should Investors Listen? | Joseph Wang & Harley Bassman
Mar 16, 2022
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 Fed's Quantitative Tightening Threat
02:41 • 4min
The Bullish TLT Yields Down Question Mark
06:19 • 4min
The Strange Story of a Near and Reflecting Recession
10:37 • 2min
The Yield Curve Is Fluttering With Inversion Before the Federal Reserve Has Already Hired It
13:01 • 2min
The Fed's Wiggle Room in the Yield Curve
14:39 • 3min
How Much Can the Fed Tighten to Deflect Inflation?
17:14 • 6min
Inflation Is Not Transitory
23:14 • 3min
The Supply Shock Inflationary Dynamics
25:59 • 5min
The Negative Real Rate
30:54 • 3min
Ford Guidance: What to Expect
33:35 • 4min
Euro Dollar Calls: Should You Buy or Sell?
38:01 • 4min
The Negative Correlations Between Stocks and Bonds
42:13 • 4min
The Pros and Cons of Tightening the Euro Dollar Put Contracts
46:35 • 3min
The Yield Curve Inversions
49:09 • 6min
The Interest Rate Universe Now Options Forwards Everything
54:52 • 4min
The Dovish Hawkishness of the FMC Meeting
59:20 • 2min