Climate and the Curve

1

Introduction

00:00 • 4min

2

The Ill Curve Is a Prescient Leading Indicator of Recession

04:17 • 3min

3

Is the Yield Curve a Good Prediction for a Recession?

07:43 • 5min

4

QE - This Time Might Be Different

12:21 • 2min

5

Qe

13:54 • 5min

6

Are You Going Back to the Financial Crisis?

18:37 • 2min

7

Is the Fed Going to Be More Aggressive?

20:50 • 5min

8

CNI Lending Commercial Is Going That Where the Puck Is

25:31 • 2min

9

What Are Your Odds on a Recession?

27:47 • 2min

10

Is the 10-Year Fed Funds a Good Prediction?

30:11 • 5min

11

Marissa, Are You on Your Side?

35:29 • 2min

12

Climate Change - What Policymakers Should Do About It?

37:37 • 2min

13

The Cost of Inaction Outweighs the Cost of Action

39:37 • 5min

14

How Much Credit Should You Give US Policymakers for Mitigating Chronic Physical Risk?

44:14 • 3min

15

Acute Physical Risk - What's the Expected Value?

47:23 • 1min

16

The Current Policy Scenario Is a Border Adjustment

48:48 • 2min

17

Is There a Carbon Border Adjustment Mechanism?

50:33 • 4min

18

Decarbonizing an Economy Using a Carbon Tax

54:56 • 2min

19

Carbon Taxes - What's Not in the Paper?

57:20 • 2min

20

Climate Change - Is the Net Zero Carbon Tax the Right Thing?

59:24 • 6min

21

Clean Energy Tax Credits - The Most Efficient Way to Address Climate Change

01:05:18 • 4min

22

Is the IRA Going to Go Away?

01:09:34 • 5min

23

The Best Statistic

01:14:08 • 5min

24

What's the Most Important Indicator?

01:19:26 • 2min

25

We're Going to Bend the Emissions Curve by 2030, Right?

01:21:49 • 3min

26

What's Going to Happen to Jobless Claims?

01:25:11 • 3min