Unusual Whales

Unusual Whales Pod #7: FOMC and another 75 bps rate hike with macroeconomic experts

Sep 21, 2022
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1
Introduction
00:00 • 2min
2
The Last Bear Standing
02:08 • 2min
3
The Best of the Best Panelists on CNBC
03:55 • 2min
4
Commodities Inflation Continues to Rise Sharply
05:57 • 2min
5
The Overhang Is Dramatic, Is It?
08:16 • 2min
6
Oil and the Dollar Wrecking Ball
09:58 • 2min
7
The Market Moves From Levels to Expectations
11:52 • 2min
8
Are We So Far Away From a Neutral Rate?
14:07 • 3min
9
Is the Fed Fund's Only Tool to Create a Credit Crisis?
16:56 • 2min
10
The Fed Needs an Out of the Box Solution to the Inflation Problem
19:00 • 5min
11
Mortgage Rates Aren't Restrictive - Is It?
24:07 • 4min
12
Is the Fed Really Trying to Slow Down the Economy?
28:05 • 4min
13
Is the Next Rate Hik Here, 75 Basis Points, Going to Virtually Guarantee Recession?
31:52 • 4min
14
Is Volkar Making a Policiarior?
36:13 • 3min
15
Powell's Not Going to Go Down in the History Books as the Guy Who Failed Unconventionally
38:59 • 2min
16
Bond Markets and Inflation Expectations
40:54 • 3min
17
Are You Buying Treasuries?
44:06 • 3min
18
The Fed
47:25 • 3min
19
Amit Nine %? Nominal?
50:41 • 2min
20
Volatility Clusters on the Short and Long Term
52:18 • 2min
21
Is There a Competition Between Countries?
54:07 • 2min
22
The Source of Volatility in This World
56:04 • 2min
23
I Think the World Is Changing in a Dramatic Way
58:25 • 2min
24
The Debt Crisis Is Coming Upon Us
01:00:00 • 2min
25
The Debt Excess Is Coming Due, and It's Not Sustainable
01:02:11 • 2min
26
Is There a Recession Yet?
01:03:58 • 3min
27
The Fed's Job Is Difficult
01:07:05 • 3min
28
The Fed's Job Is to Get Inflation Down
01:10:04 • 2min
29
What Do You Think About the 75 Bips?
01:12:34 • 2min
30
The Economy Is Not the Market
01:14:30 • 2min
31
Dots Asr Revise Higher Meaningfully
01:16:14 • 2min
32
I Think It's Not the Intent of a Sloped Yield Curve
01:18:26 • 1min
33
Risk Paritis - The Last Kind of Foot
01:19:55 • 3min
34
Could the Fed Adjust Cuty?
01:22:25 • 2min
35
The Asos Take Notes of the Atisa State
01:24:18 • 3min
36
The Fed's Money Printer Function Is Expanded
01:26:50 • 3min
37
Is the Fed Giving Up the Ghost?
01:29:40 • 2min
38
Direct Intervention, Direct Currency Intervention, Just Bind the Shit Out of It
01:31:32 • 2min
39
The Fed Is Trying to Ease Their Mootary Stimulus
01:33:19 • 2min
40
What Happens in the US?
01:35:03 • 2min
41
The Bar for a Pivot Is Incredibly High.
01:37:17 • 2min
42
What Are Your Closing Thoughts?
01:38:48 • 3min
43
Are the Fed Funds Going to Do What They're Going to Do in the Short Term?
01:41:24 • 4min