Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
Joe Biden's Speech on the Debt Ceiling
02:11 • 2min
The Debate on Appropriations
04:09 • 2min
The Dollar Liquidity Ramifications of the New Debt Ceiling Deal
06:10 • 2min
The Russians' Blow Up of the Dam in Ukraine
07:51 • 3min
Risks of a Change of Position From the US Should the Republicans Win the Next Presidential Election
10:26 • 2min
Trump's Foreign Policy Record
11:58 • 2min
The Importance of Chinese Foreign Policy in Equity Markets
13:40 • 2min
Christine Lagot's Decision to Take the European Central Bank Decision Was a Harmonious Discussion
15:32 • 2min
The European Central Bank's APP Program: A Full Ramp Up of QT
17:13 • 1min
The Eurozone's Fragile Design
18:39 • 2min
The Differences Between the Fed and the ECB on Fiscal Responsibility
20:17 • 2min
The Fed's Decision to Skip the Hike on Wednesday
22:30 • 2min
The Role of Communication in Central Bank Forward Guidance
24:09 • 2min
The Fed's Job Is to Use Monetary Policy to Achieve Its Dual Mandatory
26:26 • 2min
The Dangerous Trade of the Pandemic
28:00 • 2min
The Chinese Real Estate System Is a Trade, Not an Investment
30:05 • 2min
The Biden Administration's Focus Is Elsewhere
31:55 • 2min
The Bipartisan Line Against China
33:36 • 2min
The Risks of Out Hogs
35:41 • 2min
Macro Sunday: A Summertime Is May Be Good
37:19 • 2min