The Breakdown

The Fed's Balance Sheet Jumped $300B Last Week. Is That Inflationary?

Mar 23, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
What's Going on With Credit Suisse?
01:58 • 5min
3
CS's Issues Are New, Right?
06:30 • 2min
4
Bond Holding Question
08:40 • 2min
5
Ubs
10:57 • 2min
6
SVB and Signature Bank - What Did We Learn?
13:13 • 3min
7
Is the Federal Reserve Systemic or Specific?
15:57 • 2min
8
Bank Term Funding Program - Will It Be Enough?
18:10 • 4min
9
Is This a Takeover or an Independent Scenario?
21:44 • 2min
10
CoinDesk Consensus 2023 - The Most Important Conversation in Crypto and Web 3
23:44 • 3min
11
Does a Mortgage Finance Market Cause Asset Price Inflation?
27:06 • 4min
12
The Transmission Mechanism for the Fed to Be Inflationary
31:25 • 2min
13
Crypto Currency Swap Lines - What Are They?
33:28 • 2min
14
What's Your Take on Crypto Banking?
35:05 • 3min
15
SIGNET and Cryptos of 24-7 Market
38:29 • 3min
16
Is Crypto Subject to Regulators Interpretation?
41:16 • 4min
17
The Rise of Consensus Narratives
45:39 • 3min
18
Is the Fed's Retroactive Actions a Good Idea?
48:38 • 5min
19
Community Banks Deliver Better Service Than the Large Banks
53:50 • 2min
20
Is the GBTC a Security?
55:29 • 2min
21
Is the Fed Going to Continue With a Rate Hike?
57:37 • 3min
22
The BTFP Program Is a Good Idea, Right?
01:00:11 • 3min