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
Introduction
00:00 • 2min
The Debt Ceiling Law and Fitch's Complaints About Fitch
01:37 • 2min
The Importance of Biden Wining the 2020 Election
03:27 • 2min
The Seriousness of the Trump Indictment
05:27 • 2min
The Eroding Debt of the United States
07:18 • 2min
The Treasury Department's Estimate for Net Borrowing Is Going to Be a Trillion
09:16 • 2min
The Future of Debt Management
11:08 • 2min
The Future of Financial Markets
12:53 • 3min
Does the NEP Downgrade Matter?
15:33 • 2min
The U.S. Economy Is in a Strong Position
17:11 • 2min
Flexible Average Inflation Targeting
18:44 • 2min
The Fed's Policies Are in Place
20:25 • 2min
The Long and Variable Lags in the Labor Market
22:33 • 2min
The Importance of Labor Market Dynamics in the Manufacturing Sector
24:24 • 2min
The Low Unemployment Is Before Recession
25:58 • 2min
The Fed's Call for Rate Cuts in September
28:06 • 2min
The Future of the Fed
29:46 • 2min
Pigeon: A Leading Global Asset Manager
31:20 • 2min
The Reluctance to Be the Strategy Who Cried Low Vol
33:00 • 2min
The Importance of Earnings in the Options Market
34:36 • 2min
The Volatility of the Options Market
36:18 • 3min