

On A Long Enough Timeline, JP Is Always Right
Aug 5, 2024
Explore the intriguing "JP Rule" suggesting JP is always right over time, alongside the Sahm and Taylor economic rules. Discover the chaos unleashed by the latest jobs report and the implications of the Sahm Rule being triggered. Delve into financial turmoil caused by the Fed's recent policies and predictions about interest rate cuts. The hosts humorously contrast outdated indicators with current labor market realities. Plus, gain insights into the recent drop in Treasury yields and the unpredictable nature of economic data.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
The Humor Behind Economic Rules
01:30 • 3min
Navigating Recent Financial Turmoil and Insights
05:00 • 2min
Economic Indicators and Interest Rate Predictions
07:07 • 18min
Treasury Yield Trends: Insights and Predictions
25:24 • 4min
Analyzing Treasury Rates and Fed Expectations
29:41 • 3min