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Jun 2024
1h 19m

Growth Scare Hits U.S. Economy | Barry K...

Blockworks
About this episode

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_

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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)


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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.

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