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
Introduction
00:00 • 4min
The Relationship Between Fed Liquidity and Market Pricing
04:07 • 3min
The Simplified Model of Global Liquidity
07:12 • 4min
The Fed's Liquidity Injections
11:24 • 1min
The Federal Reserve's Liquidity Injections
12:43 • 5min
The Decline in Bond Volatility
18:00 • 5min
The Fed and the Treasury Getting Together to Flatline Liquidity
23:23 • 6min
The Government's Liquidity in a Financial Crisis
29:12 • 2min
The Shadow Quantitative Use of Shadow Yield Curve Control
31:27 • 5min
The Treasury's Job Isn't the Federal Reserve
36:13 • 5min
The Inverted Yield Curve Is a Net Positive for the US Corporate Sector
41:21 • 3min
The Fed's Objective in the Bond Market
44:04 • 4min
The Importance of Carry in an Inverted Yield Curve
47:57 • 5min
The Fed's Decision to Come in on the Debt Crisis
53:01 • 3min
The Long-Term Relationship Between the Equity Market and the Bond Market
56:13 • 3min
The Bearishness of Stocks
59:10 • 5min
The Short, Short Twos and Spoos Trade
01:03:53 • 4min
The Fed Reverts to Objective, Bonafide QE
01:07:44 • 3min
The Fed's Liquidity Will Expand Over the Next 18 Months
01:10:34 • 2min
The Future of Liquidity
01:12:30 • 4min
The Dollar's Challenge to the Dollar
01:16:32 • 6min