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 • 6min
The Fear of Contagion in the US Banking System
05:33 • 4min
The Coming Hit in Delinquency
09:09 • 2min
The Slowdown in Delinquency Rates
11:38 • 4min
Will More Banks Fail in the US?
16:01 • 4min
The Permissionless Crypto Event in September
19:37 • 3min
The Delinquency Cycle and Bank Lending
22:47 • 5min
The Effect of the Fed's Balance Sheet on MBS
27:25 • 2min
The Global Impact of US Money Supply
29:02 • 4min
Why the Money Supply Is Falling
32:36 • 3min
The Fed's Changing Position on Credit Spreads
35:13 • 3min
The Economic War Crime of the European Central Bank
38:43 • 4min
The Effect of the Pandemic on Banks
42:58 • 3min
How to Run a Bank Treasury Book
45:51 • 3min
The Problem With Banks' Asset Bases
49:05 • 2min
The Debt Crisis in the United States
51:22 • 3min
The Future of Corporate America
54:27 • 2min
The Fed's Rates and the Future of Crypto
56:17 • 2min
The Risks of Further Fed Hikes
58:35 • 3min
The Chinese Reopening and the Global Economy
01:01:58 • 2min
The Stalinization of Chairman Xi
01:03:56 • 3min
China's Savings of Consumers Are Very High
01:06:41 • 2min
The Future of Bond Yields
01:08:23 • 3min