Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 3min
The History of the Majority Owner of Franklin National Bank
02:33 • 5min
The Precedent of the Fed's Lending to the Eurodollar System
07:04 • 2min
Silicon Valley Bank's $100 Billion Paper Loss After Big Bet in the Bond Market
08:45 • 5min
The Impending Credit Event
14:14 • 4min
The Federal Home Loan Bank and the Federal Reserve
18:40 • 3min
The Return of Quantitative Easing
22:09 • 5min
The Relationship Between Fed Liquidity and the Fed Balance Sheet
27:13 • 3min
The Fed's Control Over the Low Long Term Curve
30:35 • 4min
The Effect of Mean Reversion on the Markets
35:01 • 2min
The Resilience of the Economy
36:53 • 3min
The Negative Impact of Interest Rates on the Housing Market
39:33 • 2min
The Resilience of the Housing Cycle
41:55 • 3min
The Challenge of Predicting the Future of DeFi
44:41 • 3min
The Pessimistic Economy
47:35 • 2min
The White Color Recession
49:38 • 5min
The Death of the Eurodollar Contract
54:53 • 4min