Uncovering the Mystery Behind Liquidity & Stock Market Returns

1

Introduction

00:00 • 2min

2

The Importance of Liquidity in the Market

01:46 • 4min

3

The Importance of Market Liquidity in Crisis

05:29 • 2min

4

The Effect of Reserves on Markets

07:23 • 3min

5

The Function Evil of Financial Systems

09:56 • 5min

6

How to Change Your Asset Allocation

15:12 • 2min

7

The Fear of Liquidity

17:40 • 5min

8

The Effect of Higher Interest Rates on Stocks

22:12 • 2min

9

The Monkey With the Machine Gun

23:47 • 3min

10

The Importance of Understanding Money

26:35 • 5min

11

The Reality of Deficit Spending

31:19 • 2min

12

The Fed's Reserve Repo Facility

33:41 • 4min

13

The Fed's 500 Basis Points of Hikes Could Drive the Stock Market

38:01 • 4min

14

The Risks of the QE

41:35 • 4min

15

The Preemptive Derisking Effect on Markets

45:14 • 4min

16

How to Track the Real Economy Money Creation

49:25 • 3min

17

The Uncertainty of Monetary Policy in the US

52:07 • 6min

18

AI and Apple: A Boom in the Market

57:39 • 2min

19

The Future of Gold

01:00:05 • 2min

20

The Gold Rally Persisted Even When the Fed Backs Off

01:01:56 • 2min

21

The Next Big Macro Trade Out There

01:04:16 • 4min

22

Futures Radio Show

01:08:30 • 2min