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
The Fed's New Priority on Rates
01:58 • 5min
The Disconnect Between Interest Rate Markets and the Market
06:59 • 4min
The Fed's Priority in Inflation
10:52 • 4min
The Fed's Marching Orders
14:35 • 2min
The Fed's Quantitative Tightening Strategy
16:14 • 4min
The Fed's Revolt Against the Cure for Inflation
20:30 • 4min
The Inflation Issue and the Labor Market
24:14 • 5min
The Disadvantages of Working at Home
28:52 • 4min
The Supply Chain Problem
33:06 • 5min
The Importance of Forecasting Experiences
37:48 • 4min
The Shelter CPI and Housing Market Inflation
41:27 • 4min
The Fed's Pressure on the Fed
45:30 • 2min
The Volatility of the Stock Market
47:18 • 5min
The Inflation Beneficiaries of the Stock Market
52:17 • 2min
The Worst Performer of Financials
54:38 • 5min
The Metaverse and the Metaverse
59:55 • 5min