

Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market
19 snips Aug 12, 2024
George Robertson, an expert on deficit spending, and Mel Mattison, a commentator on risk-free rates, delve into the implications of fiscal policies on the stock market. They argue that deficit spending could drive the S&P 500 to unprecedented heights. The discussion highlights the Federal Reserve's manipulation of the Treasury market, interest rates, and the dynamics seen in today’s economy. They explore how government spending relates to historical financial policies, challenging traditional economic models and forecasting future market behaviors.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Intro
00:00 • 4min
Fiscal Policy and Market Dynamics
04:11 • 13min
Government Spending: Then and Now
17:31 • 9min
Monetary Policy and Market Dynamics in WWII and Beyond
26:18 • 26min
Navigating the Fed's Influence on Yield Curves
52:18 • 19min
Exciting Insights on Crypto Event and Mortgage Dynamics
01:10:57 • 1min
The Federal Reserve's Influence on Treasury Markets
01:12:23 • 19min
Market Valuations and Psychological Dynamics
01:31:02 • 14min
Navigating Economic Disparities and Market Dynamics
01:44:44 • 15min
The Social Security Trust Fund Crisis
01:59:53 • 9min
Navigating U.S. Economic Intricacies
02:08:40 • 22min
Exploring Financial Insights and Thrilling Narratives
02:30:29 • 2min
Market Dynamics of Small-Cap Stocks versus Large-Cap Indices
02:32:17 • 3min