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
Introduction
00:00 • 4min
Why Chair Powell Paused on Unemployment Rates
04:21 • 3min
The Effects of the Fed's Rate Hikes on the Real Economy
07:43 • 3min
The Fed's Expectations for Interest Rates
10:32 • 3min
The Fed's Discussion on Unemployment
13:46 • 3min
The Fed's Progress on Core Inflation
16:29 • 3min
The Demand Side Narrative of Inflation
19:29 • 2min
The Fed's Influence on the Balance Sheet
21:43 • 3min
The Fed's Reverse Repo Facility Rate
24:20 • 6min
The Fed's Relative Impacts on the Balance Sheet
30:07 • 5min
The Price Action Makes You Feel Queasy
35:16 • 3min
The Psychology of the Stock Market
38:34 • 3min
The Reverse Wealth Effect of the Fed's Aggressive Tightening
41:57 • 2min
The Credit Boom Is About to Be Over
43:51 • 3min
The Fed's Predictions for a Recession
46:39 • 3min
The Concentration of Commercial Real Estate in Small Regional Banks
50:03 • 4min
The Fed's Dubious Track Record on Inflation
54:06 • 3min
The Fed and the Fiscal Authorities: How to Get Inflation Under Control
56:47 • 3min
The Effect of Interest Rates on Inflation
59:59 • 3min
The Fed's Pause Isn't Working
01:02:55 • 3min
The Fed's Disadvantages With Fiscal Authorities
01:06:06 • 6min
Ford Guidance: The Origins and Future of the Dollar System
01:11:59 • 2min