Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 3min
Is There a Risk of a Recession?
03:08 • 3min
What Happened to the European Central Bank?
06:28 • 2min
Is There a Back Stopping Facility for Southern European Bonds?
08:04 • 3min
The Bank of Japan Is Still Defending the Ten Year Yield Curve With an Arm and a Leg
11:26 • 2min
Introducing the Guest of the Week, Francis Donald
13:50 • 2min
What's Your Take of the Fed Meeting?
15:43 • 1min
Fed Put
17:08 • 6min
The Fed Can't Control Core Inflation
22:39 • 4min
Is the Central Bank Going to Hike a Hundred and 30 Basis Point Above Neutral Rate?
26:29 • 3min
Is the Fed Getting Credit for the Two % Inflation?
29:11 • 2min
The Yield Curve Is One of the Better Predictors of Growth
30:56 • 4min
Makro Investors
35:01 • 2min
Longer Term Investments - I Like Hard Assets and Real Assets
37:30 • 2min
The Dollar Cash Procission
39:28 • 2min
The Macrat Rading Floor Interview With Francis Donald
41:35 • 2min
How to Make a Trade on the Yield Curve
43:44 • 2min
The Risk Reward of a Curve Flattening Trade
45:57 • 4min
The Japanese Yen Against the Dollar - Is That a Good Carry Case?
49:54 • 3min
The Gold Price Is Not Training at These High Levels, but It's a Big One
52:56 • 4min