

Weekly Market Recap: Is There A Reverse Repo Crisis? How Concerned Do We Need To Be?
Apr 8, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32
Introduction
00:00 • 6min
The Rotation of the Markets
05:53 • 6min
The Risk Range of the Bear Market
11:24 • 2min
How to Use Technical Analysis to Make Decisions
12:59 • 3min
What's Going on in the Reverse Repo Market?
15:51 • 2min
What Is the Reverse Repo Market?
17:30 • 3min
The $2.3 Trillion Sitting in the Reverse Repo Program
20:11 • 4min
The Banks' Problem With Housing Market Investing
23:58 • 6min
Should Folks Worry About the Fed's Reverse Repo?
29:37 • 3min
The Fed's Decline in Deposit Rates
32:22 • 2min
Treasury Bonds: The Bottom of Interest Rates
33:56 • 2min
The Short and Long Term Yield Curve
36:09 • 4min
The Fed Wants a Recession
39:50 • 2min
The Importance of Service in the Economy
41:26 • 2min
The Fed's Surprise at Oil Production Cut
43:34 • 2min
The Fed's Plunge Is Not a Pivot
46:01 • 5min
The Importance of Forward Guidance
50:36 • 4min
The Atlanta Fed's Real-Time GDP Tracker Is Down
54:09 • 2min
The Fed's Ppause Could Mean a New Leg Higher in Precious Metals
55:44 • 5min
The Importance of Managing Risk
01:01:10 • 2min
The Impact of a Negotiated Peace Settlement on Markets in Ukraine
01:03:08 • 3min
The Market's Prediction of a Peace Premium
01:05:48 • 2min
The Importance of Data in the Jobs Market
01:07:55 • 4min
The Importance of Accuracy in Job Creation
01:11:59 • 2min
The Fed's Use of Suspect Data in Setting Policy
01:13:55 • 6min
ISM Manufacturing 46.3, Lowest Level Since March 2020
01:19:46 • 2min
The Risks of a Recession
01:21:31 • 3min
The Tough Job
01:24:21 • 2min
The Importance of Purging Stuff
01:25:55 • 3min
The Importance of Books
01:28:39 • 2min
Ramit Sethi: The New Personal Finance Celebrity
01:31:02 • 3min
How to Deal With the Markets in a Fast-Changing Environment
01:34:25 • 2min