ACQ2 by Acquired

Explaining Macroeconomics, The Fed, Interest Rates and Valuations (with Matt McBrady)

Aug 16, 2021

01:33:08

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Highlights

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Episode notes

The Fed Isn't the Right Thing for Our Economy, but We May Need a New System

03:08

Is There a Money Supply to Increase Productivity?

01:34

How Much Money Does the Fed Really Have in the Economy?

05:34

Introduction

2min

Are You Going to Do a Cu and a With Mat?

4min

Money Market Funds - Is That a Stock Certificate?

3min

How Much Money Does the Fed Really Have in the Economy?

6min

The Securitization Market Is Not a First Order Driver of Making More Loans

2min

The History of the Federal Reserve

3min

The Fed and the Fed Panic

2min

The Fed Is Not in the Federal Reserve System

4min

The Shadow Banks

2min

10.

The Fed's Commitment to Buy Additional Securities

2min

11.

Is It a Good Thing or a Bad Thing?

3min

12.

Modern Monetary Theory Is on Everyone's Mind Right Now

2min

13.

The Federal Reserve Bank of New York Governor, Is It a Bad Thing?

3min

14.

The Open Markets Desk Controls the Feds Interest Rates by Increasing Money Supply

4min

15.

Why the Fed Isn't Buying Long Term Bonds?

5min

16.

The Key to Growth Is Getting the Real Interest Rate Down

2min

17.

Is There a Taper Tantrum in Bonds?

5min

18.

Is the Fed Going to Stop Buying All This Stuff?

3min

19.

Is There a Money Supply to Increase Productivity?

2min

20.

Productivity Growth Is One Great Example

2min

21.

Fiscal Policy

3min

22.

Is It a Bad Thing That the Fed Owns a Whole Lot of Assets?

4min

23.

Is There a Challenge of the Chronically Unemployed?

2min

24.

What's the Downside of Kee?

4min

25.

What Is the Most Valuable Company in the World?

2min

26.

Ad Quotes, It's Not All Multiple Expansion

3min

27.

What Happened in Japan in the Nineties?

4min

28.

Ik Tha, That's Fiscal Policy, Not Monetary Policy

3min

29.

The Fed Isn't the Right Thing for Our Economy, but We May Need a New System

3min

30.

The Fed's Going to Have to Stop Extraordinary Monetary Support

4min

Confused about everything going on with The Fed, inflation and how it affects tech and startup valuations? Or why it seems like every Jerome Powell comment brings out an army of finance's equivalent of fortune tellers and tarot card readers? So were we, so we called up the best person we know to explain everything -- Matt McBrady. Matt may be the only person who's been an academic economist, worked at the US Treasury, run a massive hedge fund AND helped start and sit on the board of two very successful startups, aQuantive and Axon/TASER. Tune in for a crash course in everything you need to know!

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Links

J.P.'s Never Gonna Give you Up
Follow Matt on LinkedIn to see his posts or connect with him for consulting, board opportunities, etc
For more on Matt’s academic work, check out his UVA faculty webpage