Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 3min
Do the Fed Need to Be More Aggressive?
02:54 • 3min
Would the Fed Ever Do an Intro?
05:31 • 2min
Is It Too Late to Increase the Balance Sheet?
07:21 • 2min
What Should the Bond Market Be Pricing if the Fed Really Takes a Hawkish Position?
09:08 • 2min
Are You Surprised That the Fed Will Bring Inflation Down?
11:25 • 3min
QT - Is That a Credit Event?
14:49 • 3min
Is the Fed Coming Back to Help the Stock Market?
17:38 • 2min
Is the Recession Already Priced In?
19:44 • 2min
Is Cash Coming Back to Life?
22:05 • 3min
Global Liquidity - Stenose Signals Part 2
24:40 • 2min
Global Central Banks - Is That a Risk on the Radar?
26:30 • 3min
Is There a Retail Crowd in the Market?
29:43 • 2min
Is October Going to Remain in the Rearview Mirror?
32:01 • 3min


