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Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market
Manage episode 423437236 series 3300108
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.
390 Episoden
Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market
Manage episode 423437236 series 3300108
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.
390 Episoden
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