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 • 4min
The Importance of Inflation Metrics
04:04 • 6min
The Transition From COVID to the GFC
09:56 • 1min
The Price of Time
11:24 • 5min
The Problem With Debt Creation
16:26 • 3min
The Relationship Between Debt and Economic Growth
19:15 • 4min
The Problem With the Fed's 2% Inflation Target
23:15 • 2min
The Unknowable Future of the Fed
25:39 • 5min
The Health of the Consumer in Light of Fed Policy Inflation
30:32 • 3min
The Fed's Raise of Interest Rates
33:05 • 4min
The Future of Capital Allocation in a Zero Interest Rate Environment
37:15 • 4min
The Banking Crisis Plays Into All of This
40:52 • 2min
The Flip Side of Inflation
42:45 • 5min
The Fed's Design to Clear Payments in a Financial Crisis
47:26 • 2min
The Complexity of the Commercial Real Estate Market
49:10 • 5min
The Taylor Rule and the Fed
54:37 • 2min
The Complexity of Financial Markets
57:03 • 4min
The Importance of Monetary Policy
01:00:37 • 3min
The Pros and Cons of the Permitting Process
01:03:44 • 5min
How I Think About My Portfolio Today
01:08:46 • 6min
The Importance of a Short Term Portfolio
01:14:28 • 3min