
Unusual Whales Pod 20: March FOMC, Banking Collapses, Jerome Powell, 25 bps, and the Fed Navigating Sticky Inflation
Mar 22, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34
Introduction
00:00 • 2min
Ky Volatility - A Big Fed Meeting
02:10 • 1min
Community Banking
03:40 • 2min
The Fed's Mission Is Not Here Yet
05:33 • 2min
The BTFP Facility Is a Surgical Ring-Fed Action
07:35 • 2min
What's Going on With Regional Banks?
09:07 • 5min
Do You Have a Diversified Deposit Base?
14:02 • 3min
Is This a Regional Crisis?
16:56 • 2min
Asset Liability Mismatch in the Hedge Fund Space
19:19 • 3min
LPs and Endowment Funds Are Not Going to Survive Without Follow on Capital
21:58 • 2min
Is the Financial Crisis a Big Deal?
23:31 • 2min
What's the Big Picture?
25:51 • 5min
Is the Fed Really Trying to Bring Down Asset Values?
30:37 • 3min
Home Loan Bank Discount Windows CDs, Current Deposit Rates - What's Coming?
33:25 • 3min
The Fed's Mission Is to Get That Inflation Into the Box
36:24 • 3min
Commercial Real Estate Is Going to Be a Risk
39:37 • 3min
Commercial Real Estate
42:36 • 2min
Are We Really Going to Cut Rates and Do QE?
44:36 • 5min
CRE, You Know, Is It Going to Crush Banks?
49:17 • 5min
Bob, Bob, This Is Raining.
53:48 • 2min
Will Small Banks Cut Back or Will Large Banks Have Cut Back?
55:41 • 4min
The Fed Really Does Want to Pause and So On
59:58 • 2min
Is the FDIC Insurance Right?
01:01:28 • 2min
BTFP, the Market Is Reading Into a BTFD Signal
01:03:48 • 3min
The Fed Vote Was Pretty Unanimous, Right?
01:06:30 • 2min
Do You Think We're Going to Have a Budget Cut?
01:08:17 • 3min
The Fed Leaving Us Naked Does 25 Bips Continue This D Robbing?
01:11:07 • 4min
Is the Fed Going to Be Keeping Things Easy Relative to Expectations?
01:15:21 • 2min
Do You Believe the Market or the Whiplash of Tail Risks?
01:17:09 • 3min
Do You Still Think the Fed Will Cut Rates?
01:19:42 • 4min
Vega and the Counter Trends in Commodity Markets
01:24:06 • 2min
The Unusual Switch - Is That a Threat to the Market?
01:26:10 • 2min
BTFP Does Not Equal BTFD When It Comes to Risk Assets
01:28:34 • 5min
You're Going to Learn a Lot From These Panelists
01:33:43 • 2min
