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