Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 3min
The Risk Premium Mechanism and Portfolio Volatility
02:34 • 6min
How to Be a Bullish Investor in Risk Assets
08:27 • 2min
The Importance of Balanced Portfolios
10:17 • 2min
The QT Tracker and the US Treasury's Response to QT Tightening
12:00 • 5min
The Fed's Mortgage Problem
17:01 • 2min
Janet Yellen's Lever to Adjust Bond Issues
18:39 • 4min
The Fed's Tightening of Monetary Policy
22:33 • 3min
Quantitative Tightening: A Game Changer
25:07 • 4min
The Fed's Increasive Actions on the Wage Price Spiral
29:05 • 3min
How Bond Risk Premiums Affect Stock Prices
32:04 • 2min
How to Expect Risk Premiums to Be
33:43 • 4min
The Risk Premium of Bonds
37:27 • 2min
The Fed's QT and Risk Premium Expansion
39:56 • 3min
The Risk Premium of Inflation
43:25 • 5min
The Future of Inflation
48:39 • 5min
The Psychology of Inflation
53:48 • 4min
The Demand Sides of the Wage Price Spiral
57:39 • 3min
What Is Your Favorite Book About Finance?
01:00:26 • 3min