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

Forward Guidance

English - June 13, 2024 20:00 - 1 hour - ★★★★★ - 199 ratings
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Previous Episode: “Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy
Next Episode: Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky

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

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)


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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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