
Unusual Whales Unusual Whales Pod #7: FOMC and another 75 bps rate hike with macroeconomic experts
Sep 21, 2022
Chapters
Transcript
Episode notes
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Introduction
00:00 • 2min
The Last Bear Standing
02:08 • 2min
The Best of the Best Panelists on CNBC
03:55 • 2min
Commodities Inflation Continues to Rise Sharply
05:57 • 2min
The Overhang Is Dramatic, Is It?
08:16 • 2min
Oil and the Dollar Wrecking Ball
09:58 • 2min
The Market Moves From Levels to Expectations
11:52 • 2min
Are We So Far Away From a Neutral Rate?
14:07 • 3min
Is the Fed Fund's Only Tool to Create a Credit Crisis?
16:56 • 2min
The Fed Needs an Out of the Box Solution to the Inflation Problem
19:00 • 5min
Mortgage Rates Aren't Restrictive - Is It?
24:07 • 4min
Is the Fed Really Trying to Slow Down the Economy?
28:05 • 4min
Is the Next Rate Hik Here, 75 Basis Points, Going to Virtually Guarantee Recession?
31:52 • 4min
Is Volkar Making a Policiarior?
36:13 • 3min
Powell's Not Going to Go Down in the History Books as the Guy Who Failed Unconventionally
38:59 • 2min
Bond Markets and Inflation Expectations
40:54 • 3min
Are You Buying Treasuries?
44:06 • 3min
The Fed
47:25 • 3min
Amit Nine %? Nominal?
50:41 • 2min
Volatility Clusters on the Short and Long Term
52:18 • 2min
Is There a Competition Between Countries?
54:07 • 2min
The Source of Volatility in This World
56:04 • 2min
I Think the World Is Changing in a Dramatic Way
58:25 • 2min
The Debt Crisis Is Coming Upon Us
01:00:00 • 2min
The Debt Excess Is Coming Due, and It's Not Sustainable
01:02:11 • 2min
Is There a Recession Yet?
01:03:58 • 3min
The Fed's Job Is Difficult
01:07:05 • 3min
The Fed's Job Is to Get Inflation Down
01:10:04 • 2min
What Do You Think About the 75 Bips?
01:12:34 • 2min
The Economy Is Not the Market
01:14:30 • 2min
Dots Asr Revise Higher Meaningfully
01:16:14 • 2min
I Think It's Not the Intent of a Sloped Yield Curve
01:18:26 • 1min
Risk Paritis - The Last Kind of Foot
01:19:55 • 3min
Could the Fed Adjust Cuty?
01:22:25 • 2min
The Asos Take Notes of the Atisa State
01:24:18 • 3min
The Fed's Money Printer Function Is Expanded
01:26:50 • 3min
Is the Fed Giving Up the Ghost?
01:29:40 • 2min
Direct Intervention, Direct Currency Intervention, Just Bind the Shit Out of It
01:31:32 • 2min
The Fed Is Trying to Ease Their Mootary Stimulus
01:33:19 • 2min
What Happens in the US?
01:35:03 • 2min
The Bar for a Pivot Is Incredibly High.
01:37:17 • 2min
What Are Your Closing Thoughts?
01:38:48 • 3min
Are the Fed Funds Going to Do What They're Going to Do in the Short Term?
01:41:24 • 4min
