Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
Is Core Inflation Going to Look Worse Than It Is Going to Be?
02:23 • 3min
Oil Prices
05:42 • 2min
Waller's Comment on Liquidity in the Bond Market
07:14 • 3min
The CRR, a Rose Color Glasses, Is One of Your Blog Posts
10:40 • 4min
Are We Missing Something?
14:27 • 6min
How Does Wage Growth Translate to Companies?
20:11 • 4min
Productivity Is Really Hard to Predict
23:49 • 2min
What Do You Think About the Pandemic?
25:48 • 5min
The Third Piece Addresses Your Commonalities
31:10 • 6min
Is There Still Capital Available?
36:41 • 4min
Is There a Structural Change That's Not Going to Change Anymore?
40:23 • 2min
The Fed Funds Rate
42:19 • 5min
Is the Fed Overestimating the Global Neutral Rate?
47:36 • 5min