Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
The Implications of the Fitch Rating Downgrade
02:16 • 3min
The US Debt Downgrade Is a Loss of Faith
05:10 • 2min
The Debt Load and the Fiscal Situation of the US
07:31 • 4min
The Fed Funds Rate: A Normalized Cost of Debt Capital Market
11:27 • 4min
The Fed Should Stop Tightening Into Stop Raising Rates
15:25 • 4min
The Sensitivity of the Banking Sector to Further Rate Increases
19:21 • 4min
The Federal Government's Obligation to Step in When the Public Markets Are Impacted
23:25 • 4min
The Job Support Coming Out on Friday and Work
27:20 • 3min
The Importance of Immigration Reform in the US
29:59 • 4min
The Impact of the Refi Wave on the US Consumer
34:29 • 3min
The Importance of Interest Rate Risk in the United States of America
37:21 • 2min
The Importance of Oil Prices to Inflation
39:19 • 4min
The Biden Administration's Forgiveness Program Adds $70-75 Billion to the Federal Government's Indebtedness
43:10 • 3min
The Net Net of a Housing Recession
45:54 • 4min
The Slow Grind of the Multifamily Industry
49:57 • 2min
The Outlier: What's the Curveball?
52:23 • 5min