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
Introduction
00:00 • 2min
The Right Tail of Optimism
02:07 • 2min
The Most Underpriced Reality Right Now
03:49 • 2min
The Fragileness of the Market
05:41 • 2min
Pearl Clutching in Washington
07:54 • 2min
The X-State and the Debt Ceilings
10:02 • 1min
The Market's Operating Assumption for the Biden Deal
11:32 • 2min
The Fed's Response to the Newport Fed Call
13:09 • 2min
The Economics Team Is Skeptical About Debt Limit Talks Between President Biden and Congressional Leaders in TensorFime
15:13 • 2min
The Long Duration of the Market
17:25 • 2min
The Price of Inflation
19:41 • 2min
The Last Resort: Bank of America's Decision to Cut Rates
21:14 • 2min
The Fed's Cutting Rates for a Reason
22:47 • 2min
The Fed's Restrictive Position on the Economy
24:34 • 2min
The Fed Isn't Here to Fix Everyone's Problems
26:06 • 2min
The Immaculate Disinflation of the Labor Market
28:27 • 2min
Bonds Are Back and So Is All the Credit
29:59 • 3min
The Failure of Signature Bank
32:55 • 2min
Western Alliance Shares Up 11% in Pre-Market Trading
34:49 • 2min
The Rise of the Mortgage Industry
36:23 • 2min
The Future of the Banks
38:45 • 2min
Bloomberg Surveillance Podcast
40:51 • 2min