Tough Spot For Fed + SVB Coffee Crisis Chat

1

Introduction

00:00 • 2min

2

The Fed Don't Have the Balls to Pass Me on the Outside

01:46 • 2min

3

I Think the Fed Is Underestimating the Lag Effect of All This Stuff

03:36 • 2min

4

E-Mini S&Ps - Is That a Good Idea?

05:41 • 2min

5

The Stock Market Is Going to Have a Hard Time Getting Much Higher Than That

07:16 • 3min

6

Stock Picking Will Matter in This Environment

09:48 • 2min

7

Is Nobody Doing the Work?

12:17 • 3min

8

You Guys Play a Vital Role in the Capital Markets

15:12 • 3min

9

Regional Banks Are Going to Be Great Trading Vehicles

17:51 • 2min

10

Is the VIX Getting Too Expensive or Too Cheap?

19:29 • 2min

11

The US Bond Market Is Trading Like It's 135 Million Biotech Stock

21:19 • 2min

12

The Ten Year Yields Will Be Dropping a Lot More From Here

22:51 • 2min

13

Are You Picking These by Names Captain?

24:46 • 2min

14

Gold Is Going to Be a Party Sucker

27:03 • 2min

15

Gold and the Commitment of Traders

28:53 • 2min

16

Energy Stocks Are Getting Ignored Again

30:51 • 2min

17

The Boy Don't Have the Balls to Pass Me on the Outside

33:07 • 3min

18

The Big Short - The Best Dressed Man on Wall Street

35:50 • 3min

19

Silicon Valley and Goldman Sachs - What's the Difference?

38:24 • 4min

20

The Cost of Capital

42:14 • 2min

21

What's the Biggest Thing About QE?

44:09 • 6min

22

I Think the Regulators Should Have Plugged the Hole on the Available for Sale Securities

49:42 • 2min

23

Is the Fed Really Trying to Do a Big Bailout?

51:51 • 2min

24

Regulators and Rate Agencies Are Not Stressing for Interest Rate Risk

54:05 • 2min

25

The Federal Reserve and the Federal Reserve - I Agree With Robbie

55:52 • 2min

26

Traders - Is There a Risk Management Strategy?

57:45 • 2min

27

Fixed Income - What Are the Regulators Doing?

59:23 • 3min

28

Is It Possible to Move Away From a System Like Silicon Valley Bank

01:02:02 • 2min

29

Do We Really Need to Change the System?

01:04:13 • 3min

30

I Agree With Everything You Said and I Think It's Not Rocket Science

01:06:47 • 2min

31

Asset Management Firms Should Charge More for Leverage

01:08:53 • 2min

32

The Risks of Systemic Contagion Arming the Real Economy

01:10:33 • 2min

33

Passive Investing Is a Massive Part of the Business

01:12:19 • 3min

34

Stock Picking - Is This Going to Be the Next Uh Domino Default?

01:14:59 • 2min

35

First Republic Bank Is a Great Retail Bank

01:17:00 • 4min

36

What the Regulators Should Have Been Telling the Banks

01:21:11 • 2min

37

The Impact on Cryptocurrencies

01:22:58 • 3min

38

How to Navigate the Economic Downturn

01:25:47 • 3min