header-langage
简体中文
繁體中文
English
Tiếng Việt
한국어
日本語
ภาษาไทย
Türkçe
Scan to Download the APP
未收藏备份
“Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy
1时08分55秒
2024-06-12
Episode Summary
Voice Summary:
0:00:00

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.

Follow Jim Bianco on Twitter @biancoresearch

Follow VanEck on Twitter https://twitter.com/vaneck_us

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__


Timestamps:

00:00 Introduction

17:39 VanEck Ad


__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.


Next Episode
Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.

Follow Barry Knapp on Twitter https://x.com/barryknapp?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Follow VanEck on Twitter https://twitter.com/vaneck_us

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

Timestamps:

(00:00) Introduction

(02:37) The Fed's Quadrilemma

(09:46) The Fed's Views Of The Beveridge Curve and Phillips Curve

(34:06) VanEck Ad

(34:46) The Slow Death Of The Interbank Lending Market (AKA Fed Funds Market)

(38:27) Fed Should Adopt Once More A "Bills-Only" Policy

(43:21) Lehman: A Retrospective

(48:47) Fannie & Freddie's Role In Facilitating The Growth Of Subprime Securitized Products

(50:46) Moral Hazard In The Banking System Before The Great Financial Crisis (GFC) of 2008

(01:02:48) Lehman's Biggest Exposure Was Commercial Real Estate (CRE & CMBS), Not Subprime Residential (RMBS)


__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

1时19分38秒 2024-06-13
Host
Single Episode:156
2024-06-12