Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
Is the Fed Pausing?
01:43 • 2min
The $64,000 Question - Is This a 2008 Redox?
03:25 • 2min
Do You Think the Fed Has Failed in Providing a Credible Liquidity Backstop?
05:25 • 2min
Are You More Confident After That Tip-Up Yesterday?
07:44 • 2min
Are You Going Out There and Buying European Banks to Move Counter to the Zeitgeist?
09:43 • 5min
The UBS Acquisition of Credit Suisse
14:15 • 3min
Is the Federal Reserve Required to Disclose Liquidity?
16:47 • 2min
Let's Let Banks Fail
18:49 • 2min
The Volatility of Treasuries Is So Great That It's Destabilizing Equity Valuations
20:30 • 2min
Is the S&P in a Stock Picker's Environment?
22:43 • 2min
Where Are You Putting Your Money Now?
25:05 • 1min
The Fed Should Do Everything Is Meant to Stabilize the System
26:33 • 2min
How to Get a Payroll Tax Refund
28:13 • 2min
Is Aries Going in and Picking Up Bank Bonds?
29:49 • 2min
Commercial Real Estate - What's Going on in the Capital Market?
31:53 • 2min
Is the Fed Doing What It's Meant to Do?
33:29 • 3min