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
Introduction
00:00 • 4min
Why Share Powell Chose to Pause on Unemployment Rates
04:21 • 3min
The Effects of the Fed's Rate Hikes on the Economy
07:43 • 3min
The Fed's Expectations for Interest Rates
10:32 • 3min
The Fed's Discussion on Unemployment
13:46 • 3min
The Fed's Progress in Inflation
16:29 • 3min
Blockworks Upcoming Crypto Event Permissionless Two
19:21 • 3min
The Fed's Influence on the Balance Sheet
22:01 • 5min
The Limits of the Reverse Repo Facility
26:37 • 2min
The Fed's Target Rate Is the Federal Funds Rate
28:42 • 2min
The Fed's Ability to Keep Rolling Treasury Securities Off Their Balance Sheet
30:42 • 5min
The Price Action Makes You Feel Queasy
35:52 • 3min
The Psychology of the Stock Market
39:09 • 3min
The Effect of Fed Tightening on Wealth
42:21 • 4min
The Argument for a Recession
45:57 • 2min
The Fed's Predictions for the Baking Sector
48:07 • 3min
The Concentration of Commercial Real Estate in Small Regional Banks
50:38 • 5min
The Fed's Dubious Track Record on Inflation
55:41 • 3min
The Fed's Decision to Cooperate With Fiscal Authorities on Inflation Control
58:22 • 3min
The Effect of Interest Rates on Inflation
01:01:34 • 3min
The Fed's Pause Isn't Working
01:04:30 • 3min
The Fed's Decision to Reverse Course
01:07:41 • 6min
The Origins of the Dollar System
01:13:34 • 2min