Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 5min
The Fed's Balance Sheet Is a Single Source of Truth
04:55 • 3min
The Viral Cycle of Western Alliance Bank Corporation's Stock Collapse
08:05 • 4min
The Negative Reinforcing Cycle in Western Alliance
12:00 • 1min
The Bank of America's Unrealized Losses
13:28 • 5min
The Resilience of the US Economy
18:03 • 3min
The Long and Variable Lag of Monetary Policy
21:25 • 4min
Crypto Strength in the Last Two Months
25:19 • 2min
The Difficulty of Owning Cannabis
27:24 • 2min
The Negatives of the Fed's Beige Book
28:58 • 5min
The Fed's Focus on the Labor Market
34:05 • 2min
How to Be Cautious on the Market
35:59 • 5min
The Rally Stops Pretty Soon
40:55 • 1min
The Fed's Expectations for the Terminal Rate
42:04 • 5min
The Hotness of Inflation in the UK
46:48 • 2min
The One Month Treasury Bill Is Yielding Much Lower Than the Three Month Treasury Bill
49:07 • 2min
The Debt Ceiling and the Rush for Safe Collateral
51:28 • 2min