Unusual Whales

Pod 25. July FOMC, Rate hikes, and What is happening with markets at all time highs

Jul 27, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
The Ups and Downs of the Market Since June
02:40 • 2min
3
The Fed's Predictions for 2019
04:23 • 5min
4
The Fed's Expectations for Economic Growth Continue
09:10 • 4min
5
The Role of Volatility Markets in Perpetuating a Longer Cycle
12:46 • 2min
6
The Misconceptions of the VIX Spot Price
15:08 • 3min
7
The Fed's Next Step Is to Out-Hawk the Fed
18:06 • 4min
8
The Changes in Banking in the United States
21:53 • 2min
9
The Fed's Fear of Silicon Valley Bank's Investment
23:43 • 5min
10
The Fed Isn't Redoing the Economy
28:47 • 5min
11
The Fed's Win or Not?
33:38 • 3min
12
The Impact of the Fed Rate Increases on the Dollar
36:26 • 2min
13
The Currency Effects of the Donkey Kong Dollar Peg
38:41 • 3min
14
The Decline of the Fed's CPI
41:29 • 5min
15
Regional Banks: A Tactic Opportunity
46:26 • 6min
16
The Effect of Bank Stress on Commercial Real Estate
52:01 • 1min
17
The Fed's Findings on Commercial Real Estate
53:20 • 4min
18
The Importance of Cap Rates in the Office Sector
57:15 • 5min
19
The Reality of Equity Volatility
01:02:12 • 6min
20
The Banks Are Back in Survival Mode
01:08:06 • 4min
21
The Positive Reinforcement Mechanism of Volatility
01:11:38 • 4min
22
The Fed's Reluctant to Be Happy About the Speculative Excesses
01:16:02 • 2min
23
The Importance of Base Comparisons in Oil Markets
01:17:46 • 4min
24
The Cyclical to Secular Argument for the Bond Market
01:21:34 • 3min
25
The China Smoldering Crater Scenario
01:24:39 • 5min
26
The Inevitability of a Recession in the Bond Market
01:29:28 • 2min
27
The Role of the Fed in the Markets
01:31:49 • 5min