Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Is the Fed Getting the Religion Too Fast?
01:53 • 6min
The FETs and Chairman Powell's Focus on Wages Is Misplaced
07:33 • 2min
Are You Overly Concerned About Unemployment and Inflation?
09:06 • 4min
Is There a Need for a Structural Shift?
13:17 • 2min
The BLS and Real Time Data
15:10 • 3min
What's Happening in Productivity?
18:38 • 4min
The Fed's Inversion of the Term Structure of Interest Rates
22:43 • 2min
Do Not Ignore That Liquidity in the Economy?
24:45 • 2min