

Episode #148 - Danielle Dimartino Booth and Whether Powell Can Hang On
Jun 26, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 3min
Powell's Operationality in the European Bond Market
02:57 • 2min
The Importance of Balance Sheet Room in the Eurozone
05:26 • 2min
Powell's Leverage on the Offshore Dollar Markets
07:08 • 2min
The Fall of the CPI
09:12 • 4min
The Commodity Boom in India
12:49 • 2min
The Opportunity in Private Debt Versus Private Equity
14:48 • 3min
The Importance of Private Debt in the American Banking System
17:22 • 4min
The Fed's Quod Pro Quo for the BTFP
21:03 • 2min
The Doom Porn of Private Credit
23:05 • 2min
Black Rock's Balance Sheet Is Only 39 Billion Dollars
24:53 • 2min
The Problem With the Conventional Banking System
27:20 • 2min
The Black Rock Plan to Destroy the Government Pension System
29:11 • 2min
The Dangers of a Holdout From the Republicans
31:27 • 3min
The GOP's Rhetoric Is Coming
34:03 • 2min
The Achilles Heel for Powell
35:48 • 2min
The Credit Crunch Is Not Loosing by Any Stretch
37:51 • 2min
The Recession and the Bankruptcy Cycle
39:51 • 2min
The Gold Goats and Guns Podcast
41:43 • 2min