Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 5min
The Fed's Balance Sheet Is a Single Source of Truth
04:55 • 3min
Western Alliance Bank Corporation's Stock Collided Utterly the Monday After the Fall of Silicon Valley Bank
08:06 • 5min
The Negative Reinforcing Cycle of Western Alliance
13:02 • 3min
Bank of America's Net Charge Offs Continue to Decline
15:46 • 2min
The Resilience of the US Economy
18:15 • 3min
The Long and Variable Lag of Monetary Policy
21:40 • 4min
Crypto Strength in the Last Two Months
25:34 • 2min
The Difficulty of Owning Cannabis
27:42 • 3min
The Fed's Beige Book: Banks Tighten Lending Standards
30:41 • 5min
The Fed's Focus on the Labor Market
35:15 • 4min
How to Be Cautious on the Market
39:10 • 3min
The Fed's Expectations for the Terminal Rate
42:32 • 5min
The Hotness of Inflation in the UK
47:15 • 2min
The One Month Treasury Bill Is Yielding Higher Than the Three Month Treator
49:34 • 2min
The Debt Ceiling and the Rush for Safe Collateral
51:56 • 2min