Forward Guidance

The Banks Didn’t Hedge Enough | Mustafa Chowdhury

5 snips
Mar 19, 2023
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1
Introduction
00:00 • 2min
2
Portfolio Insurance - A Big Deal in the Financial World
01:58 • 5min
3
What's the Risk of a Bond?
07:13 • 4min
4
What's the Big Short About Credit Risk Subprime Loans?
11:09 • 2min
5
How Fast Cash Flies Out of Your Portfolio?
12:56 • 5min
6
How to Sell a Health to Maturity Account - What's 10 to 11 Percent?
17:38 • 3min
7
What Silicon Valley Bank Did Not Do?
20:17 • 3min
8
How to Hed Mortgage Negative Convexity Losses
23:02 • 3min
9
Freddie Mac Mortgages
26:31 • 3min
10
What Is the Negligence of the Silicon Valley Bank?
29:26 • 2min
11
The FJIC and Interest Rate Risk
31:27 • 2min
12
You Will Never Have to Sell Your Investments
33:20 • 2min
13
The Fed Hike Is Not Transitory It's Permanent
35:41 • 4min
14
How Much Have You Lost in the Banking System?
39:56 • 2min
15
The Fed's Balance Sheet Is a Good Idea
42:21 • 3min
16
Fed Is Doing QE on Convexity and Duration
45:40 • 4min
17
The Commercial Banking System
50:04 • 2min
18
What's the Risk of the Pee Business in the Global Financial System?
52:32 • 6min
19
Bank Volatility Issue Not Bank Liquidity Issue
58:17 • 3min
20
Is the US Banks Safe?
01:01:35 • 2min
21
Bank of America's Gross Unrealized Losses
01:03:24 • 2min
22
The Banking System Is Not Hedged
01:05:48 • 2min
23
The Banking System Is Much Better Capitalized
01:07:32 • 5min
24
Do You Think There Will Be Fewer Bank Runs?
01:12:24 • 2min
25
Banks Needing to Be Taken Over
01:14:24 • 2min
26
Do You Have a Twitter Account?
01:16:11 • 2min
27
Do the Fed Cut Interest Rates or Do They Need a Cut?
01:17:58 • 6min