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 23 24
Introduction
00:00 • 2min
The Fed's 25 Basis Points Hike Is Baked In
02:08 • 2min
The Fed's Hike Decision: The Immediate Context
04:20 • 4min
The Fed's Troubles With Interest on Reserves
08:31 • 3min
The Fed's Decision to Gobble Up US Treasury Bonds
11:26 • 4min
The Ponzi Playbook
15:09 • 3min
The Functional Mechanisms of the Federal Reserve
17:56 • 5min
Reverse Repurchase Agreements: The Opposite Side of the Repo Trade
23:07 • 2min
The Importance of Interest Rates in the Investment Environment
24:59 • 3min
The Real Vision Daily Briefing: The New Real Vision Platform
28:13 • 2min
The Reversal of the Quantitative Easing
29:54 • 2min
The Future of the Natural Rate of Interest
31:30 • 5min
How Investors Handicap Which Options They're Going to Take
36:50 • 5min
The Sectoral Rotation in US Equity Markets
42:03 • 4min
The Implications of Low Interest Rates for Businesses
45:39 • 3min
The Fed's Failure to Allow Asset Bubbles to Pop
48:13 • 2min
How to Invest in the Housing Market
49:50 • 2min
The Problem With Dessert Is the Fact That Things Can't Last Forever
51:20 • 2min
The Rise and Fall of the Tulip Market
53:33 • 2min
Lessons Learned From the 1970s Defensive Talks
55:11 • 2min
The Fed's Power to Export Inflation
56:56 • 3min
The Difference Between Reverse Repo and Reverse Purchasing
59:32 • 3min
The Fed's Predictions for Rate Cuts
01:02:44 • 4min
The Power of Data
01:06:31 • 3min