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 24 25 26 27
Introduction
00:00 • 2min
Portfolio Insurance - A Big Deal in the Financial World
01:58 • 5min
What's the Risk of a Bond?
07:13 • 4min
What's the Big Short About Credit Risk Subprime Loans?
11:09 • 2min
How Fast Cash Flies Out of Your Portfolio?
12:56 • 5min
How to Sell a Health to Maturity Account - What's 10 to 11 Percent?
17:38 • 3min
What Silicon Valley Bank Did Not Do?
20:17 • 3min
How to Hed Mortgage Negative Convexity Losses
23:02 • 3min
Freddie Mac Mortgages
26:31 • 3min
What Is the Negligence of the Silicon Valley Bank?
29:26 • 2min
The FJIC and Interest Rate Risk
31:27 • 2min
You Will Never Have to Sell Your Investments
33:20 • 2min
The Fed Hike Is Not Transitory It's Permanent
35:41 • 4min
How Much Have You Lost in the Banking System?
39:56 • 2min
The Fed's Balance Sheet Is a Good Idea
42:21 • 3min
Fed Is Doing QE on Convexity and Duration
45:40 • 4min
The Commercial Banking System
50:04 • 2min
What's the Risk of the Pee Business in the Global Financial System?
52:32 • 6min
Bank Volatility Issue Not Bank Liquidity Issue
58:17 • 3min
Is the US Banks Safe?
01:01:35 • 2min
Bank of America's Gross Unrealized Losses
01:03:24 • 2min
The Banking System Is Not Hedged
01:05:48 • 2min
The Banking System Is Much Better Capitalized
01:07:32 • 5min
Do You Think There Will Be Fewer Bank Runs?
01:12:24 • 2min
Banks Needing to Be Taken Over
01:14:24 • 2min
Do You Have a Twitter Account?
01:16:11 • 2min
Do the Fed Cut Interest Rates or Do They Need a Cut?
01:17:58 • 6min