Unusual Whales

Unusual Whales Pod #11: 2.6% GDP, the American economy at large, and risks in the Treasury market

Oct 27, 2022
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
Welcome to the Unusual Whales Space
01:46 • 2min
3
Do You Think the Fed Will Consider This GDP?
03:27 • 3min
4
Is There a Longer Lag Effect in the Mortgage Market?
06:08 • 3min
5
The Structure of the U.S. Economy
09:00 • 2min
6
Pivot, Bottoms and GDP Plus Inflation
10:46 • 4min
7
Is the Fed Really Overshooting?
14:43 • 2min
8
The Volatility Landscape
17:12 • 3min
9
SKU Index
20:27 • 2min
10
Are You Too Bearish?
22:37 • 2min
11
Are We Really Too Bearish?
24:43 • 2min
12
Is the Market Still Too Bearish?
27:08 • 2min
13
Is the ECB Going to Continue to Move Forward?
29:19 • 2min
14
Are You Too Bearish?
31:05 • 2min
15
Leverage the Inverse ETFs
33:31 • 2min
16
Is the Fed Trying to Overtighten?
35:55 • 3min
17
Is GDP Going to Be Softer Than Expected?
38:25 • 2min
18
What Does a Strong Dollar Do to the Economy?
40:15 • 2min
19
Does the Dollar Matter?
42:23 • 2min
20
The Dollar Is a Hedging Wrecking Ball
44:18 • 2min
21
The Dollar Is Coming Off It's Early Morning Highs Following the GDP Release
45:57 • 2min
22
Is the US Dollar a Strong Dollar?
48:08 • 2min
23
Dollar Squeeze - Is There a Dollar Shortage?
50:24 • 2min
24
Do You Have Any Final Thoughts on the Dollar?
52:18 • 2min
25
The Treasury Market Is Faced With Thin Liquidity
54:03 • 2min
26
Boosting Liquidity in the Treasury Market
55:45 • 2min
27
The Liquid Treasury Market
57:58 • 2min
28
I Think We're Not Running Into Significant Uh Concerns
59:45 • 2min
29
The First Cracks Are Going to Open Up in Securitized Lending
01:01:55 • 2min
30
The Last War in the Banking System
01:03:50 • 2min
31
What's Your Thoughts on the Markets Right Now?
01:05:47 • 2min
32
The GDP Print Macro Perspective and Anything You're Working On
01:07:51 • 3min
33
Bobbie Unlimited - Thanks for Coming Bob I I I I Hope to Join You Again Sometime in the Future
01:10:34 • 2min
34
The Unusual Whale Space on Wednesday November 3 for the fOMC Minutes
01:12:43 • 2min