Eurodollar University We Have Been Lied To...
Oct 11, 2023
In this podcast, the speaker challenges the belief that inflation is driven by a red hot economy or labor market competition. They unpack the recent bond selloff, explore the rise in interest rates, and discuss the disconnect between market expectations and rising oil prices. They also address the diminishing income expectations, tightening credit, and stagnant wage growth experienced by Americans.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Unpacking the Bond Selloff and Exploring Interest Rates
03:00 • 1min
The Rise in Interest Rates and Consumer Price Expectations
04:29 • 5min
Diminishing Income Expectations and Tightening Credit
09:46 • 2min
The Disconnect Between Market Expectations and Rising Oil Prices
12:08 • 8min