

The Fed Will Break Inflation's Back, No Matter What | Teddy Vallee
Aug 7, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
Is China's Final Warning Coming?
01:32 • 2min
Trading to Your Politics?
03:34 • 3min
Coin Base Is Up 50 % in a Month Bat, and It's Trading, I Don't Think So
06:30 • 3min
The Digitalaset Summit in New York
09:34 • 2min
Global Macro
12:01 • 4min
Is the Supply Chain on the Way Down?
16:15 • 5min
Is the Reaction Function to Inflation Going to Be Far Too Late?
21:23 • 6min
Is the Yield Curve Really Inverted?
26:55 • 4min
Is the Dollar Trying to Scam Us?
30:39 • 3min
The Bon Market
33:18 • 4min
What Can Go Wrong With These Trades?
36:54 • 3min
Teddy Valet, Global Macro Hechman Manager at Per Valet Globalo
40:00 • 2min
The European Bond Market
41:50 • 2min
Bond Trading
43:54 • 3min
The Negative Carry in Late Cycle Trading
47:09 • 3min
Bond Yields - Is That a Good Thing?
50:14 • 3min