False Dawn: Why The Rally Is Over | Andy Constan & Joseph Wang

1

Introduction

00:00 • 2min

2

What's the Impact on the Financial Markets?

02:15 • 5min

3

How Does the Fed's Rat Hi Mechanism Work?

07:34 • 3min

4

How Much Worse Has the Volatility Become?

10:31 • 5min

5

Val Targeting Funds

15:21 • 4min

6

Why Do Long Only Funds Own Futures?

19:40 • 3min

7

How Do You Target Volatility?

22:24 • 3min

8

Quantitative Tightening - Are We in a World of Multiple Contraction?

25:32 • 3min

9

The Government Is a Unique Case Because of Its Size

28:53 • 3min

10

The False Dawn

31:55 • 3min

11

Equity Performance Continued to Rally Despite Powell's Speech

34:37 • 3min

12

Quantitative Tightening

38:06 • 6min

13

The Federal Reserve Wants to Keep Bank Reserves at Above Two Twelfths of a Dollar

43:57 • 6min

14

Is the Treasury Going to Cap the Rp?

49:31 • 2min

15

Can the Federal Reserve Steer the Effects of Quantitative Tightening?

51:18 • 2min

16

The Fed Needs Two Twelfths of Reserves

53:24 • 2min

17

The Federal Reserve Will Always Have Your Back, Right?

55:40 • 1min

18

Bonds

57:06 • 5min

19

Is the Fed Reserve Going to Hike 75 Basis Points?

01:01:43 • 4min

20

Wel Joseph, Andy, and the Dam Spring Report.

01:05:32 • 2min