Episode Details

IN THIS EPISODE, YOU’LL LEARN:  

• 01:30 - What conventional monetary policy is and what are the main tools the Fed uses to achieve its two part mandate. 
• 01:30 - What unconventional monetary policy is and why central banks use these tools. 
• 09:26 - What is quantitative easing (QE) and how it works. 
• 14:41 - How the use of QE leads to artificially inflated asset prices. 
• 19:30 - How does the Fed’s quantitative tightening impact mortgage rates? 
• 41:11 - What will happen to stock prices as the Fed unwinds its balance sheet? 
• 54:11 - Why UK pension funds started to default and could this happen in the US? 
• 01:00:02 - What is driving the recent strength in the dollar?
• 01:03:43 - What would cause the Fed to pivot from tightening to QE again? 
• 01:05:47 - How a strong dollar impacts corporate earnings and profits. 
• And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
• Check out Alfonso's financial writings: The Macro Compass. 
• Related Episode: Central Banking 101 w/ Joseph Wang - MI190.

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