Past Peak Hawkishness (guest: Barry Knapp)

1

Introduction

00:00 • 4min

2

The Fed Wants to Weaken Demand, but Not Supply

04:18 • 2min

3

Is the Fed Going to Fade Rate Cuts in 2023?

06:45 • 3min

4

The Fed's Mid-Cycle Easing

09:26 • 2min

5

Is Productivity Turning Negative in the US?

11:41 • 3min

6

What Is the Pandemic and How Will It Affect the Market?

15:02 • 3min

7

How Do We Time the Low?

17:39 • 3min

8

Is the Fed Going to Continue to Tighten?

20:46 • 4min

9

What's the Difference Between Private Sector and Public Sector Debt?

24:43 • 5min

10

Equity Is a Good Hedge for Inflation

29:31 • 2min

11

How Do You Agree With Me All About Forward Guidance?

31:16 • 3min

12

Fed Funds Rates Are Inverted by 51 Basis Points

33:57 • 2min

13

The Fed's Not Enough Quantitative Tightening

35:40 • 3min

14

Is Quantitative Tightening a Policy Tool?

39:01 • 2min

15

The Taper Tantrum

41:21 • 3min

16

Mortgages Are Long Term Assets, Right?

43:57 • 3min

17

Do You Think They're Going to Sell Em?

46:37 • 3min

18

The Liquidity Drain in the Fina Markets

49:22 • 3min

19

Is the Fed Getting More Aggressive About It?

52:19 • 2min

20

The Fed's Out of Money Pocket

54:20 • 3min

21

Is Byback a Dumb Tax?

57:08 • 2min

22

The Tax Cuts and Jobs Act - Capital Investment

58:55 • 3min

23

Is the US Going Down?

01:01:42 • 2min

24

The Mercantiles Model Is a Big Part of Our Economy.

01:04:02 • 4min

25

I've Got a Two Thousand Leman Stock Award and I'm Going to Buy a Home in Inval, Utah

01:08:26 • 2min

26

Are You Going Cat Skind?

01:10:06 • 2min

27

Cois Corbets Knots - I've Never Done It Before.

01:11:40 • 4min

28

The Top Three Things Were Watching Last Week

01:15:40 • 6min

29

Is the Ten Year Yield Going to Stay Below Three %?

01:21:12 • 5min

30

Or Is It Just a Bear Market Rally?

01:25:49 • 4min

31

Bringing Back the Fever - I Got a Fever. No More Cowbell

01:30:06 • 2min

32

Energy Stocks Are Putting Higher, Pushing Higher

01:32:18 • 5min

33

I'm Not Trabling Eds. I'm Trading Some O Dogs.

01:37:16 • 5min

34

The Vix Is Coming to the Bottom End of the One Year Range.

01:41:53 • 2min

35

The Nine Dollar Level Is Pretty Darn Important

01:44:09 • 4min

36

Is It Random? Is That True?

01:48:31 • 2min

37

Duml Lg Log Truck Driver, I Have Questions

01:50:50 • 6min

38

Trading Political Events in the Short Term

01:56:42 • 2min

39

Options Trading Strategy

01:58:52 • 3min

40

The Tail Can Wag the Dog

02:01:22 • 3min

41

Is There Any Difference Between Futures Options on Coffee and Options on the Joe?

02:03:57 • 4min

42

What Is the Difference Between One Year and One Year Options on Crude Oil?

02:08:21 • 4min

43

Sour Beer Rating - Seven Point Three?

02:12:42 • 5min

44

I'll Try Anything Once. It's All You

02:17:14 • 5min