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
Introduction
00:00 • 2min
COVID - The First Day You Could Come Into Japan Without a Visa
02:26 • 2min
You Can't Make This Up, Aaron Klein
04:07 • 5min
Do You Think the Financial System Is in a Much Better Spot?
08:55 • 2min
The Financial Crisis and the Human Cycle
10:34 • 2min
The Probability of Recession in Years Is So Low
12:37 • 2min
The CPI Forecast for Tomorrow
14:28 • 4min
Do You Know What Fannie and Freddie's Capitalization Was?
18:41 • 5min
The Financial Crisis and Stress Testing
23:39 • 6min
Used Cars Are a Depreciating Asset, Right?
29:24 • 5min
Is the Market Going to Be Stressed?
34:16 • 3min
Is There a Central Bank Digital Currency?
36:58 • 5min
Freddie's Government Was Sitting There Behind the Whole System
41:52 • 1min
The Fed Reserve Buying Mortgage-Backed Securities
43:17 • 3min
The Unknown Unknown
46:07 • 2min
Is There a Potential for Moral Hazard?
47:50 • 3min
Is There a Moral Hazard in the Bond Market?
50:54 • 3min
Is There a Market for NFTs?
53:50 • 3min
Do You Want to Have Dub Ideas Exposed?
57:15 • 3min
The Leverage Loan Market
59:48 • 2min
Is There a Problem in the Leverage Loan Market?
01:01:48 • 6min
We're Going to Bend, Bend, but Not Break
01:07:22 • 2min