

Weekly Market Recap: Lag Effect To Crash The Markets & Economy? Or Is It A Nothingburger?
Jul 8, 2023
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
Introduction
00:00 • 3min
The Resilience of the Employment Market
03:23 • 2min
The First Misses in the NFP Numbers
05:26 • 2min
The Disadvantages of Payroll Statistics
07:48 • 4min
The Disadvantages of Low Pay Scale Service Jobs
11:51 • 2min
The Negative Effects of Job Losses on the Economy
14:01 • 3min
The Correlation Between Manufacturing Jobs and Economic Activity
16:43 • 3min
The Future of the Fed Puzzle Lever
19:29 • 3min
The Economy Hasn't Cratered
22:52 • 3min
The Lagging Effect and the Stimulus Effect
25:27 • 5min
The Fed Overtightening the Economy
30:44 • 5min
The Fed's Overtightening of the Labor Market
35:36 • 2min
The Fed's Expectations for Inflation
37:57 • 4min
The Fed's Tightening of the CPI
42:19 • 3min
The One-Time Event of the Inflation Pandemic
45:24 • 3min
The Pandora's Box: Money Printing
48:16 • 3min
How to Avoid Revenge Spending
51:01 • 3min
The Effect of Bank Credit on the Economy
54:19 • 6min
The Banking System's Next Steps
59:57 • 2min
The Gravitational Pull of Bank Tightening Standards
01:01:32 • 2min
The Fed's Problem
01:03:25 • 2min
The Fed's Financialization of the Economy
01:04:59 • 3min
The Fed's Expectations for the Bond Market
01:07:57 • 3min
The Correlation Between Liquidity and Yield Curve
01:10:28 • 4min
The Impact of Higher Rates on the Global Economy
01:14:25 • 3min
The Risks of Waiting on Bonds
01:17:25 • 3min
The Risks of Holding a Bond for Longer Duration
01:20:39 • 4min
The Value of High Confidence in the Markets
01:24:11 • 2min
The Importance of Investing in the Stock Market
01:25:42 • 3min
The Importance of Diversification
01:28:40 • 3min
How to Be a Successful DIY Investor
01:31:50 • 2min
How to Surf the Stock Market Conditions
01:33:58 • 2min
Wealthion's Fall Conference
01:35:32 • 6min