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 History of the Eurodollar System
01:35 • 2min
How Big Is the Eurodollar Market?
03:57 • 3min
The State of the Eurodollar Market
06:27 • 4min
The Pervasive Narrative of Inflation
10:09 • 3min
The Problem With the Absolute Form of Base Money
13:26 • 2min
The Importance of Money in the Banking System
15:46 • 4min
The Eurodella Market and the Dollar Milk Check Theory
20:14 • 3min
The Lessons of Basel 3 and Basel 3.5
23:22 • 3min
The Negative Information Asymmetry
26:13 • 2min
The Demographics That Caused the Debt Crisis
28:00 • 4min
The Fear of a Recession
31:39 • 3min
The Economic Impact of the Fed Cut on Commercial Real Estate Prices
34:23 • 3min
The Debt Ceiling and the Banking Crisis
37:25 • 2min
The Debt Ceiling Issues and How They Play Out
39:18 • 3min
The Emergence of the Bankruptcy Crisis
42:24 • 2min
Why Yields Hold Up Because of the Euro Dollar Market
44:29 • 2min
The Risk of a Rate Cut by July in the Euro Dollar Market
46:15 • 3min
The Global Euro Dollar Market and the Asian Financial Fallout
49:13 • 2min
The Future of Inflation
51:09 • 3min
The Fed's Pro-Cyclic Approach to Inflation
53:40 • 2min
The Euro Dollar Curves Shifting Around Much and Reassessing Probabilities
56:05 • 2min
The Euro Dollar Markets Are Pricing in a Recession
58:08 • 2min