Liquidity Has Fallen Off A Cliff | Joseph Wang & Michael Howell

1

Introduction

00:00 • 5min

2

Global Liquidity Index

05:18 • 3min

3

Is the Cost of Capital More Important Than Rate Hikes?

08:27 • 4min

4

Central Banks Wrongly Cut Interest Rates

12:13 • 3min

5

Federal Reserve Lending Against Collateral?

15:10 • 6min

6

Is There a Risk That the Fed Will Reverse Repose?

20:54 • 5min

7

Reverse Repose

25:36 • 3min

8

Idzum Out a Little Bit, Joseph, Could You Speak to the Fed's Appetite to Moderate Inflation?

28:39 • 2min

9

Is the Fed Preferable to a Market Panic?

30:19 • 2min

10

The Real Trigger for Vix, Equity Market Volatility

32:27 • 4min

11

Fed Balance Sheets - Is That Really Realistic?

36:27 • 5min

12

The Federal Reserve Is Just a Pupyter, Doesn't Have Any Real Power?

41:03 • 5min

13

Is the Federal Reserve a Lender to Last Resort?

45:50 • 3min

14

The Fed Cannot Stimulate Bank Lending

49:05 • 2min

15

Bank Credit Creation Is the Big Player in Inflationary Money Creation

51:27 • 2min

16

The Future Prospects of Treasuries

53:39 • 4min

17

Is 18 Demographics Inflationary?

57:17 • 5min

18

Is the Fed Funds Rate a Tail Risk?

01:01:53 • 5min

19

Is the Widening of Credit Spreads Coming?

01:06:49 • 2min

20

What Is Good Liquidity? And What's Bad Liquillity?

01:09:03 • 3min

21

Why Is the People's Bank of China Not Stimulating?

01:12:33 • 4min

22

Is the Chinese Economy Going to Bottom? Orarere?

01:16:33 • 2min

23

Is There Any Hope for Non Profitable Technology Stocks?

01:18:17 • 3min