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
Introduction
00:00 • 3min
The Importance of Research in Institutional Macro Research
02:52 • 5min
The Changes After the Great Financial Crisis
08:03 • 3min
The Power of Carry in Currency Trading
11:16 • 4min
The Rise of Inflation in Europe
15:34 • 5min
The Rise in the Prices of Goods and Services
20:55 • 4min
The Future of Inflation
24:35 • 4min
The Impact of European Inflation on Fixed Income Markets
28:45 • 4min
The Effect of Inflation on the Market
32:30 • 2min
The Fed's Tightening of Short-Term Rates
34:34 • 4min
The Fed Fund's Probability Adjusted Probability Range for March of 2023 Is 27.3
38:16 • 4min
The Fed's View on Equity Markets
42:30 • 3min
The Dispersion of Returns in the US Market After COVID
45:51 • 5min
Will Banks Have the Appetite to Lending to the Households?
50:27 • 2min
The Reverse Repo Rate and the Risk Return
52:17 • 2min
The Long Term Rate and Inflation
53:48 • 3min
Inflation Could Stay at 7% by the End of This Year
56:30 • 2min
The Dollar Will Perform Poorly During a Slowdown
58:20 • 2min
The Negative Impact of the US Dollar on the Equity Market
01:00:35 • 1min
How I Learned About Crypto
01:02:04 • 5min
The Fed Cutting Rates to Zero Helps Cryptocurrencies Go From 3000 to 60,000
01:07:32 • 4min
The Power of Volatility in Cryptocurrencies
01:11:28 • 2min
The Different Crypto Markets Perform Differently
01:13:41 • 4min
How to Value a Company That Doesn't Have Cash Flow
01:17:14 • 3min
The MVRZ Score and the Hash Rate
01:20:09 • 4min