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
Introduction
00:00 • 3min
The Negative Effects of Monetary Tightening on the Economy
03:07 • 5min
How to Avoid Refinancing Cliffs
08:03 • 4min
The Impact of the Doomsaries on the US Banking System
11:50 • 4min
The Decline of Bank Lending in the US in 2022
15:26 • 3min
The Credit Impulse in 2022
18:05 • 3min
The Quantum City of Easing Your Central Bank
21:31 • 4min
The Effect of Corporate Bonds on Credit Creation
25:57 • 2min
The Effect of Bank Reserves on Credit Creation
27:39 • 2min
Fiscal Deficits: How to Avoid Them
29:26 • 2min
Fiscal Deficits Not Offset by Treasury General Accounting
31:28 • 3min
The Government's Responsibility for the Fiscal Deficits
34:39 • 3min
The Fed's Quantitative Easing Effect on Banks
37:29 • 2min
The Three Ways to Bring Money to the Bank
39:03 • 4min
The Mechanics of Bank Credit Creation
43:32 • 6min
Blockworks Research's Special Offer on DeFi
49:21 • 1min
The Fed's Quantitative Tightening Is Good for Stocks
50:38 • 2min
The Role of Net Liquidity in Stock Market Returns
52:42 • 3min
The Correlation Between Credit Impulse and S&P 500 Returns
56:04 • 3min
The Importance of Portfolio Rebalancing
58:58 • 3min
Bonds Perform Flatishly in a Disinflation
01:02:11 • 4min
The Problem With Shorting Optionality
01:06:06 • 2min
The Right Time Horizon for Bonds to Outperform Stocks
01:07:42 • 5min