Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
OPEC Plus Production Cut Oil Prices Jumped 6% Stocks at NASDAQ Down
02:10 • 2min
The Importance of Inflation in the Economy
04:27 • 2min
The US Balance of Payments Crisis Disguised as a Bank Crisis
06:13 • 3min
The Systemic Risk of the Higher Interest Rate
08:58 • 2min
The US Banks Market Problem
10:38 • 4min
The Interest Rate Risk of Mortgage Loans
14:26 • 2min
The Implications of the Fed's Upgrade Scenario
16:56 • 5min
The Front End of the Yield Curve
21:28 • 2min
How to Buy Long Intermediate or Short Bonds
23:38 • 2min
The Fed's Ideal Scenario for Inflation
25:54 • 2min
The Ten Year Economy: A Hard Landing
28:06 • 2min
The Effects of the Fed's Quantitative Tightening on the Economy
30:06 • 2min
The Interest Rate Risk to a Loan Portfolio
32:20 • 2min