Tracy gathers Matt Levine and Mike Mackenzie to discuss the basis trade trend, bond market selloff, reminiscences over Tokyo in the 90s, and more. They also joke about their experiences working in the industry and share insights on financial markets and past crises. The hosts also touch on trying out self-driving cars, their workdays, and regulators' response to the bond market activity. They wrap up with a mention of Joe's sickness, complaints, and an ad for public.com.

The podcast discusses the potential delayed impact of rate hikes on the economy. The guest speaker argues that we haven't felt the credit effects yet and explores the implications for commercial real estate and debt refinancing.

This podcast discusses the degrowth movement and its challenge to traditional economic assumptions. They explore the history of the movement, its current resonance, and the impact of economic growth on people's lives. They also discuss the shift in discussing capitalism, the conflict between maximizing shareholder value and de-growth, and the absence of companies in the de-growth discussion. The podcast ends with a discussion on their perspectives on the future and ways to engage with the podcast.

Insurers are leaving high-risk areas due to increased natural disasters. Melanie Goll discusses challenges in measuring disaster losses. The complexities of buying insurance for high-risk areas are explored. People face challenges in moving away from high-risk areas. The relationship between insurance companies and disaster impacts is discussed. Providing homeowners insurance for high-risk areas is complex.

Former banker and investor Steven Rattner discusses the ongoing UAW Strike, the challenges of meeting UAW demands, and the transition to EVs in the US car industry. The podcast explores the impact of unionization and globalization on auto manufacturing, government intervention in strategic industries like batteries, and the role of government incentives and investment.

Morgan Housel discusses the lasting impact of recent societal disruptions, including the pandemic, the Great Financial Crisis, and 9/11. The podcast explores the challenges of giving personal finance advice, the influence of social media on investment behavior, and the impact of social media on mindset and happiness. It also touches on the concept of wealth accumulation and different reactions to significant events.

Discussing the current state of credit markets and the impact of interest rates, supply chain issues, and fiscal stimulus. Analyzing the shift towards leveraged buyouts in the loan market and the presence of froth in the leverage loan market. Exploring the Federal Reserve's stance on interest rate cuts and the impact of low interest rates on the housing market and economy.

Topics discussed include inflation, possible government shutdown, Federal Reserve policy error risk, high bond yields, investing in Treasury Bills, analyzing inflation and CPI trends, potential impact of UAW strike on inflation, impact of rising yields on asset valuations, and validation and promotion of the podcast.

Delaware Senator Chris Coons discusses proposed legislation to change how USDA compensates farmers during avian flu outbreaks. Topics covered include the impact on the poultry industry, current insurance policies, lessons from the last outbreak, and support for affected farmers.

Bill Gross, the Bond King, discusses the state of the bond market, reflects on his career, compares current inflation to the late 70s, explores the possibility of rate cuts, shares his daily market routine, discusses investment opportunities and private credit, and concludes with insights on his long-term investment strategy.