

#56: Joseph Wang On How The Fed Forever Altered The Investing Landscape
10 snips Jun 7, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 4min
The Open Markets Desk at the New York Fed
04:29 • 3min
The Function of the Open Markets Desk
07:06 • 2min
The Trends in Monetary and Fiscal Policy Over the Last 15 Years Since the Financial Crisis
09:10 • 5min
The Negative Wealth Effect of Quantitative Easing
14:35 • 1min
The Effect of Fiscal Policy on the Real Economy
15:57 • 5min
Quantitative Easing and the Fiscal Crisis
20:41 • 5min
The Fed's Monetization of the Debt
25:23 • 5min
The Fed's Plan to Normalize the Balance Sheet
30:02 • 4min
The Future Looks Like the Past
34:28 • 3min
The Three Things That Signal a Regime Change
37:07 • 5min
The Fed's Quantitative Tightening Strategy: A Wake Up Call
41:45 • 5min
The Fed's Perspective on Liquidity in the Banking System
46:18 • 2min
The Base Trade and the Quantity of Tightening in 2019
48:26 • 4min
The Risks of Hedge Funds Buying Treasuries
52:25 • 4min
The Fed's Inevitability of Yield Curve Control
56:06 • 3min
The Future of Bonds and Stocks
58:51 • 2min
The Art of Worldly Wisdom
01:01:05 • 2min