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 29 30 31 32 33 34
Introduction
00:00 • 2min
The Resilience of Consumers and Businesses
01:57 • 4min
The Resilience of Consumers
05:34 • 3min
The Calibration of Consumer Spending
08:43 • 2min
The Resilience of the Job Market
10:27 • 2min
Why Businesses Aren't Laying Off Workers
12:07 • 2min
The Pros and Cons of Labor Hoarding
14:06 • 3min
The Importance of Restructuring
16:46 • 2min
The Negative GDP Revisions in 2022
18:55 • 4min
The Average Coupon on Mortgage Rates
23:05 • 2min
The Economic Impact of Housing Values on Consumers
25:22 • 2min
The Boomers Are Retiring
27:42 • 3min
The Resilience of the Economy
30:13 • 3min
The Return on Equity of the Banking System After the Financial Crisis
33:14 • 2min
The Economic Fallout From the Banking Crisis
35:29 • 2min
The Worst Home Price Resilience
37:02 • 3min
The Impact of Commercial Real Estate on the Economy
39:46 • 2min
The Impact of the Great Recession on the Economy
42:01 • 2min
The Risk Scenario for Small Banks
43:49 • 3min
The C-Car Stress Scenario
46:57 • 2min
What Is Bothering People That Might Be Overdone?
48:33 • 2min
The Importance of Savings in the Economy
50:52 • 2min
The Conference Board Survey: The Leading Economic Indicators
52:40 • 2min
The Differences Between the Leading Indicators and the Conference Board
55:00 • 3min
The Economic Statistics: 194.3 Billion Dollars
58:06 • 4min
The Bottom Line: Should We Need Marissa More?
01:02:19 • 2min
The Upside of the Consumer Credit Crisis
01:04:19 • 2min
The Impact of the Recession on Delinquency
01:06:37 • 2min
The Threat of a Government Shutdown
01:08:51 • 3min
The Non-Bank Mortgage Industry
01:11:26 • 2min
The Problem With the Federal Home Loan Bank System
01:13:51 • 3min
The Implications of AI on the Economy
01:16:49 • 4min
The Potential Downside Risk of Artificial Intelligence
01:20:37 • 2min
How AI Can't Go Beyond 2021
01:23:05 • 2min