Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 6min
The High Frequency Side of the Market
05:34 • 5min
The Fed's Role in Cushioning the Blow From Past Cycles of Tightening
10:32 • 4min
The Effects of Monetary Policy on the Economy
14:06 • 4min
The Bank Walk Versus the Bank Run
18:24 • 4min
The Importance of Uninterest Bearing Deposits
22:49 • 2min
The Global Dynamics of Credit Suisse
24:58 • 4min
The Fed's Position on the Inflation Fight
29:03 • 4min
The Role of the Fed in the Equity Market
32:58 • 5min
The High-Yield Bond Market Traded Well in 2008
38:01 • 2min
The Power of High-Yield Bonds
39:44 • 2min
The Fed's Unwinding of Yield Curve Control
41:38 • 3min
The Dollar and the Fed's Tightening in the US
45:00 • 4min
The Decisive Decade and China's Opportunity Risks
48:35 • 2min
How to Navigate the Markets
50:51 • 2min