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
Introduction
00:00 • 2min
The St. Louis Fed's Response to the Oil Shock
01:53 • 3min
The Fed's Estimate of Inflation Needs to Be More Than 5%
04:40 • 2min
The Fed's Labor Market Conditions Index Is Still at a Super High Level
06:35 • 2min
The Fed's Perception Problem With America
08:13 • 2min
The Fed's Prediction of Financial Stress
09:44 • 3min
The Blackstone Real Estate Income Trust Is Up 8% Last Year
12:23 • 2min
McDonald's Tells Corporate Officials to Stay Home This Week
14:31 • 2min
The Fed's Perception Problem With America
16:14 • 2min
The Fed and Wall Street's Forecast for Rate Cuts
18:08 • 2min
The F-Home Sea Meeting on Interest Rates
19:44 • 2min
The Fed's Optimism About the Cardinals
21:16 • 2min
The Lessons Learned From Bear Stearns and Lehman Brothers
23:24 • 2min
The Importance of Credit Tightening in the US
25:05 • 2min
The Fed's Argument for Normalized Interest Rate Environment
27:25 • 2min
The Stock Market Is Healing
29:01 • 3min
The Inflation Debate
31:41 • 2min
Pijum's 12 Month Lift and Equities
33:57 • 2min
The Power of Brent Crude to Cut Oil Prices
36:01 • 3min
The Price of Oil Is Going to Capture Demand in Spring and Summer
39:11 • 2min
The Biden Administration's Pro-Oil Judgment
41:02 • 3min