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 23 24 25 26 27 28
Introduction
00:00 • 3min
The US Embargo on Russian Energy and Gas Will Hurt the Russian Economy
02:37 • 3min
Germany's Appetite for Sanctions on Russian Energy Has Gone Up Over Time
05:14 • 2min
The Price of Natural Gas and Oil in Germany
06:53 • 2min
The Long-Term Impact of War on Commodity Prices
09:20 • 5min
The Price of Natural Gas in the UK Is a Severe Cost
14:22 • 4min
The Future of Inflation
18:01 • 3min
The Fed's Response to the Pandemic
20:37 • 4min
The Federal Reserve's View on the Wage Price
25:00 • 2min
The ECB's Wage Price Argument
26:58 • 3min
The Fed and the European Central Bank's Interest Rate Futures
30:23 • 6min
The Dollar Explodes Higher in 2014
36:01 • 2min
The Rise in European Yields
38:07 • 2min
Germany's External Excess Is a Fragility
40:15 • 2min
The European Central Bank's Balance Sheet Is Flat
42:24 • 5min
The Importance of Spread Over Bonds in the European Economy
47:54 • 2min
The Russian Central Bank's Weaponization of the Dollar
50:11 • 4min
The Russian Debt Crisis
54:15 • 2min
The West's Sanctions on Russia
55:57 • 4min
The Exposure of the Banking Sector to Russian Oligarchs
59:30 • 2min
The West's Sleepwalking Into War
01:01:21 • 4min
The West, Europe, and the US Should Do That It Hasn't Done
01:05:50 • 4min
Putin's Attempt to Seize Suwaki Kordor in Ukraine
01:10:14 • 2min
Germany's Energy Ban and the Alternative to Russian Gas
01:12:03 • 3min
The West Is Not Blameless in This Case
01:15:30 • 3min
The Future of Money and Finance
01:18:16 • 2min
The Bretton Woods Three Argument
01:20:37 • 2min
The Challenge for Regulators
01:22:17 • 2min