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 History of the Majority Owner of Franklin National Bank
02:23 • 5min
The Fed's Role in the Euro Dollar System
06:54 • 1min
Bank of America Nurses $100 Billion Paper Loss After Big Bet in the Bond Market Now Bet Makes Means That They're Making a Wager Bet
08:21 • 6min
The Impending Credit Event?
14:05 • 4min
The Federal Home Loan Bank and the Economic Impact on Liquidity
18:19 • 4min
The Return of Quantitative Easing
22:00 • 5min
The Relationship Between Fed Liquidity and the Fed Balance Sheet
27:02 • 3min
The Fed's Control Over the Longer End of the Curve
30:27 • 4min
The Effect of Mean Reversion on the Markets
34:50 • 2min
The Resilient Economy
36:43 • 3min
The Negative Reinforcing Cycle for the Economy
39:22 • 2min
The Resilience of Housing in the Housing Cycle
41:46 • 3min
The Challenge of Forecasting Corporate Profit Boom in the US
44:30 • 3min
The Pessimistic Economy
47:24 • 2min
The White Color Recession
49:29 • 5min
The Death of LIBOR
54:43 • 4min