

Rich Pickings: Challenging the narrative on recession, inflation and rates
8 snips Jul 27, 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 • 2min
The Fed's Emergency Backstop for Strengthening Reserves
01:48 • 2min
The Negative Effects of Stocking on the Market
03:26 • 2min
The Warning Signs of a Recession
05:53 • 2min
The Conviction of a Cyclic Recession in the US
08:01 • 2min
The Effects of Monetary Policy Tightening on the Real Economy
09:47 • 3min
The Risks of a Recession in Credit Markets
13:02 • 3min
The Effects of Credit Drying Up on US Companies
15:33 • 2min
The Slowdown in the Credit Channel
17:33 • 3min
The Future of the Chemical Sector
20:22 • 5min
China's Reopening: A Model Through Story
25:35 • 2min
The Role of the ECB in the Bank of England
27:54 • 2min
Andy Bailey: How to Win Confidence in the Bank of England
29:28 • 2min
The US Consumer's Sensitivity to Interest Rates
31:22 • 2min
The Irony of the Inflation Path
32:53 • 2min
The Overtightening of the Credit Market
34:30 • 3min
The Hot Potatoes
37:04 • 2min
Fidelity's Hotcakes
38:39 • 2min