Talking Data

Julian Brigden joins Jim Bianco to chat through markets and provide exciting details about their upcoming Global Macro Summit

Jul 1, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Macro Trifecta
01:51 • 5min
3
The Implications of Shutting the Global Economy Down
06:24 • 2min
4
The Implications of Work From Home Hybrid Work
08:00 • 5min
5
The Seasonal Adjustments to the Labor Market
12:52 • 4min
6
The Fed's Response to the Labor Market
17:03 • 2min
7
Nominal GDP: A Function of the Labor Market
19:27 • 2min
8
The Fed's Decision to Cut Rates
21:14 • 2min
9
The Liquidity Story
23:25 • 3min
10
The Fear of Liquidity in the Financial System
25:56 • 2min
11
The Liquidity Issue Is OK
27:39 • 2min
12
The Treasury Market Committee Suggestions That They Don't Want More Than 20% of the Total Treasury Insurance in Bills
30:01 • 2min
13
The Risk of Extended Duration in the Equity Market
31:47 • 2min
14
The Classic Bubble Pattern
33:43 • 3min
15
The Fed's Liquidity Drain Problem
36:50 • 2min
16
The Jackson Hole for the ECB
38:26 • 2min
17
The US Fiscal Position and the 8% of GDP Debt
40:35 • 2min
18
The Bond Market Has Not Had Enough
42:06 • 5min
19
The Natural Momentum on Rent Inflation
47:35 • 2min
20
The Importance of Rental Inflation
49:57 • 3min
21
The Opportunistic Disinflation of the Fed
52:35 • 2min
22
How to Get Rid of Inflation
54:17 • 5min