Research & Videos
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1. |
00:00 |
Introduction |
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2. |
04:49 |
The Worst Global Recession in History |
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3. |
08:03 |
Lockdowns Kept the Virus from Overwhelming Health Care Capacity |
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4. |
08:29 |
Assumption: We Learn to Live with It and Science Overcomes It |
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5. |
08:43 |
Policy Support Essential in Interim |
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6. |
09:30 |
When Fear Ends the Cumulative Boost from Lower Yields Could Be Substantial |
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7. |
09:49 |
Cumulative Policy Stimulus Substantial as Well |
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8. |
10:02 |
Gold Captures the Declining Opportunity Cost of Owning Fiat Money |
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9. |
10:20 |
Commodity Price Inflation a Good Gauge of the Success of Global Reflation |
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10. |
10:33 |
CRB and the Economy Usually Catch up to Reflation... |
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11. |
11:32 |
A Steeper Yield Curve Requires the World Economy to Gain Traction |
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12. |
11:51 |
Still Early, but All This Stimulus More Anti-deflationary Than Inflationary |
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13. |
12:42 |
In a Zero Bound Dollar Denominated World, Reflation Requires a Weaker Dollar |
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14. |
13:09 |
Fed Has Moved on the Supply Side |
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15. |
13:27 |
Rate Spreads Don't Support the Dollar |
