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 • 2min
The Open Warfare Between the San Francisco Fed and Jerome Powell's New York Fed
02:07 • 3min
The Power of Credit Spreads
05:07 • 5min
The Fed's Attempt to Jawbone the Market
09:40 • 5min
The Banking Fiasco and the Future of the Stock Market
14:31 • 2min
The Markets Are Craving Stability From the United States
16:34 • 5min
The Global Reserve Currency and the US Markets
21:54 • 4min
The Importance of Jay Powell's Reappointment
26:03 • 2min
The Fed's Silent War on Inflation
28:28 • 4min
The Long and Variable Lags of the Stock Market
32:33 • 4min
The End of QE in Japan
36:15 • 2min
The ECB Is Mucking With the End With the Yield Curve
38:35 • 1min
The Bank of England's Emergency Rate Hike
40:04 • 5min
The Importance of Falling Real Positive Interest Rates
44:35 • 2min
The Volatility of Oil
46:21 • 2min
The Correlation Between Oil Prices and Prices
47:54 • 4min
Why Powell Is Raising Interest Rates?
51:47 • 5min
The Rise of Light Water Reactors
56:44 • 4min
The Fed's Charter Revoked to Get Powell to Lock Rates
01:00:21 • 5min
The Pros and Cons of Light Water Reactors
01:05:29 • 4min
The Limits of Control
01:09:42 • 6min
The Rise of Gold Rates
01:15:40 • 2min
The Gold Goats and Guns Podcast
01:18:04 • 2min