Liquidity Has “Dried Up,” Says $100 Billion Investor

1

Introduction

00:00 • 6min

2

Bond Market Risks Are Relative to Duration, Right?

05:34 • 3min

3

Is It a Tail of Two Halve?

08:39 • 4min

4

The Fed's Trying to Tighten Policy

12:50 • 3min

5

The Bond Market Is Telling Us Something

15:28 • 4min

6

The Fed's Soft Landing in the Past

19:17 • 3min

7

Quantitative Easing and Liquidity

22:41 • 2min

8

The Fed Cut Quickly, Ora One, 64 Tomina Market

24:19 • 2min

9

What's Happening in One Direction Market?

26:16 • 4min

10

What Really Caused the Powel Pivot?

30:19 • 4min

11

Is There Soft Forward Guidance?

34:01 • 6min

12

Fixed Income Markets - Isn't the Market Neurotic?

39:33 • 2min

13

How Much Confidence Do You Have for the Long Bond?

41:24 • 4min

14

Do Labor Still Have the Power in the Next Recession?

45:02 • 2min

15

Do You Think the Fed Is a Supporter of the Housing Market?

47:20 • 4min

16

The Housing Market, the Three Ds of the Housing Market

51:35 • 2min

17

What's Happened in the Non Agency Market?

53:07 • 5min

18

Bank Loans Are Unique, but Not Unique

57:37 • 2min

19

Jack, Thanks for Coming on the Podcast, I'm a Little Bit, but I Like the Work You're Doing.

59:28 • 2min

Liquidity Has “Dried Up,” Says $100 Billion Investor | Jeffrey Sherman