Supply Shock

Powell's Job Isn't Done Yet | Cameron Dawson

7 snips
Mar 1, 2023
Guest
Cameron Dawson
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 3min
2
Is the Fed's New Super Core Inflation Heating Up?
02:57 • 4min
3
Is There a Good Indice of When We Should Really Start to Feel the Impacts of a Fed Raising?
07:24 • 4min
4
The Bond Market Is the Single Source of Truth
11:14 • 2min
5
On the Margin - A Very Special Offer From Blockworks Research
13:36 • 5min
6
Is This a Big Debt Crisis?
18:09 • 3min
7
Why the Fed Isn't Raising Rates Right Now
20:45 • 5min
8
Quantitative Easing and the Wealth Effect
25:16 • 3min
9
Is the Fed Really Understanding What They're Doing?
28:27 • 4min
10
Is the Fed Just Can't Get It Together?
32:08 • 4min
11
What Do You Think About Permissionless?
36:27 • 3min
12
Inflation and Higher Prices Will Slow Your Company's Revenue Growth
38:58 • 6min
13
Is There a Bull Case or a Bear Case in the Equity Market?
44:53 • 5min
14
High Valuations Don't Mean Low Returns
49:32 • 2min
15
How to Balance the Short and Medium Term
51:15 • 2min
16
Are We Going to Be in a World of Inflation
52:47 • 6min
17
Is the Fed Really Aware of Inflation Expectations?
58:45 • 2min
18
The Great Depression Turned an Throughout Generation Into Frugal Misers
01:01:00 • 2min