Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 4min
The Sell Off in First Republic
04:18 • 3min
The Relationship Between the Banking Crisis, the FDIC and the US Federal Government
07:42 • 2min
Fiscal Deficits and the Inflation Reduction Act
09:45 • 4min
The US Deficit Forecast Never Materializes
13:50 • 3min
The Fed Is Losing Control of T-Bills
16:58 • 3min
The Fed's Debt Ceiling Date
20:00 • 6min
The Bank of Japan Moved the Narrow Rhetorically
25:31 • 6min
The Importance of Monetary Policy in Japan
31:07 • 3min
The Best Way to Play the Bank of Japan Trade
33:52 • 2min
The Japanese Stock Market Is Doing Well
35:23 • 2min
The Risk of the Debt Ceiling Hitting Markets
37:24 • 3min
Macroeconomic Analysis: How to Trade Imminent Rate Cuts
40:46 • 2min