"It's 2021 All Over Again"

1

Introduction

00:00 • 2min

2

Powell's 'I Don't Want the Market to Go Up'

01:43 • 3min

3

Is J. Powell Changing His Tune?

04:16 • 5min

4

The Fed Meeting

08:50 • 4min

5

What's the Liquidity Picture?

13:18 • 3min

6

Do You Think the China Reopening Will Affect the Fed's Monetary Policy?

16:44 • 4min

7

China's Reopening Isn't Going to Go the Way People Think

21:13 • 6min

8

Are We Going to Need Higher Unemployment to Beat Inflation?

27:11 • 6min

9

Wages Are Going to Keep Going Up, and That Means Inflation Is Going Higher

33:04 • 2min

10

Inflation Data Is the Only Piece of Data That Moved in His Favor

35:20 • 6min

11

Is There a Disconnect Between the Fed and Wall Street?

41:10 • 2min

12

Why Do We Have This Divergence?

43:22 • 3min

13

Powell's a Bearish Trader, I'm a Little Disappointed to See This Coming Off.

46:30 • 1min

14

Fed Fund Futures - Are They Going to Hide Another 25 in June?

47:46 • 6min

15

Is This Like Any Other Recession That We've Seen?

53:23 • 2min

16

What's Your Base Case for the Year?

55:35 • 2min

17

Is the Fed Sufficiently Restrictive?

57:59 • 4min

18

The New Investing Style Is Over

01:02:28 • 2min

19

The Inverted Yield Curve and the Effect of Rate Hikes

01:04:56 • 4min

20

Is the Yield Curve Projecting a Recession?

01:09:01 • 3min

21

Is the Yield Curve Inverted?

01:11:34 • 2min

22

Yonko Research - What's the Best Way to Follow?

01:13:10 • 2min

"It's 2021 All Over Again" | Jim Bianco