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 22 23 24 25
Introduction
00:00 • 5min
The Effect of Raising Interest Rates on Demand
05:01 • 6min
The Fed's Rate Hikes
10:45 • 4min
The Effects of the Fed on the Asset Value of Treasuries
14:48 • 3min
The Fed Funds Futures Market and the Eurodollar Market
17:37 • 5min
The Fed's Threshold for Pain
22:39 • 2min
The Fed's Greater Threshold for Pain
24:42 • 2min
The Fed's Role in the Financial System
26:32 • 2min
The Fed's Limit on Quantitative Easing
28:42 • 2min
The Fed's Communication With Markets
30:47 • 2min
The Fed's March Rate Hike
32:52 • 2min
The Effect of Rate Hikes on the Financial Economy
35:02 • 4min
The Future of the Fed Funds Rate
39:15 • 4min
The Fed's Transition to Sofer
42:55 • 5min
The Fed Controls the Secured Overnight Financing Rate
47:51 • 2min
The Fed's Impact on the Markets
49:36 • 3min
The Eurodollar System Is the True Global Money Printer
52:37 • 4min
The Fed's Control of the Euro-Dollar Rate
56:10 • 2min
The Fed's Toolkit for Controlling the Offshore Dollar System
58:12 • 2min
The Euro-Dollar Curve Exiting Inversion
01:00:05 • 2min
The Fed Is Going to Screw Up Really Badly, Really Quickly
01:02:30 • 4min
JPM Morgan Coin: Blockchain-Based Intraday Repo
01:06:32 • 2min
The Importance of Understanding Markets
01:08:20 • 4min
The Fed's Policy Mistake in Quantitative Tightening
01:12:31 • 3min
The Fed Is Behind the Curve and Should Not Be in Front of It
01:15:05 • 3min