IN THIS EPISODE, YOU’LL LEARN:
- 01:20 - What in the world is happening with the Japanese Yield Curve Control?
- 15:12 - James' thoughts on Risk Happening Fast (Luna, 3AC, Celsius).
- 27:57 - Frequencies of settlement.
- 32:07 - Are monetary policy-makers wagging the tail of politicians?
- 34:07 - At what speed is this current cycle going to play out?
- 35:29 - Has inflation peaked?
- 42:49 - Recent statements by FED Chair Powell.
- 49:47 - The battle between producer states and consumer states.
- 01:09:52 - The housing market cooling off.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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