Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 3min
The KRE Is Only Down 5%. Should We Be Looking at Individual Banks?
02:58 • 3min
The Fed's Moral Hazard in the Banking System
06:00 • 2min
The Line in the Sand for the Markets
07:44 • 2min
The Real Vision Daily Brief: How the ECB Is Hitting Rates
09:19 • 2min
The Fed's Plan to Consolidate the US Banking Sector
11:23 • 3min
The Fed's Negative Outlook for Credit for Credit Bonds
14:47 • 2min
The Fed's Ease in the Summer
16:57 • 2min
The Fed's Attention on the Jobs Number
18:29 • 2min
The Fed's Forced to Ease?
20:42 • 2min
The Dollar's Slope in the Fed's Curve
22:16 • 3min
The Fed's Role in the Emerging Markets
25:12 • 2min
The Risks of a Tightening Cycle
27:24 • 2min
The Rise of the Tech Sector in the S&P 500
29:21 • 2min
The Risk of a Slowdown in the Market
31:16 • 3min