Wolf Richter
THE WOLF STREET REPORT
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Wolf Richter
THE WOLF STREET REPORTEpisodes
Wolf Richter
THE WOLF STREET REPORT
Good podcast? Give it some love!
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Episodes of THE WOLF STREET REPORT
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Fundamentals for markets have boiled down to QE or QT since 2009. Now there’s QT, a lot of QT, globally, to battle the worst inflation in decades.Support the Show.
Most people in finance today cut their teeth in the era of Easy Money, when history books were thrown out the window. Support the Show.
The Fed ended Free Money, and the only thing it broke is the consensual hallucination that spawned during the Free Money era. And look what we got. Support the Show.
Some markets are already deep into it, others just started. A sobering trip from the free-money decade in la-la-land, back to normal. Support the Show.
Drunk with Easy Money, companies were hogging office space and workers for a future that did not come. Support the Show.
The Crazy Stuff and Crazy Asset Prices that arose during Easy Money started blowing up when Easy Money ended. Support the Show.
As the FTX collapse shows, the shenanigans guarantee smooth, efficient contagion inside the crypto zone. But beyond it? Support the Show.
Raging inflation knocked out the “Fed put,” and banks are no longer on the hook for mortgages; taxpayers and investors are.Support the Show.
Deficits don’t matter – until the bond vigilantes ride into town.Support the Show.
The Fed will tighten “Until Something Breaks” and then pivot? Wait a minute... Support the Show.
Higher interest rates and mortgage rates for much longer, with lower asset prices, as the Everything Bubble gets dismantled. Support the Show.
Biggest investors in single-family houses: “We need to be patient and allow the market to reset.”Support the Show.
One of the most important dictums in US finance is this: “Don’t fight the Fed.” And this could get ugly. Support the Show.
Shedding People, Offices, and Warehouses. It’s kind of sobering. Reality has that effect, after a drunken binge.Support the Show.
The USD had a heck of a ride, which kept inflation from spiking even further. But it may not last much longer. Support the Show.
That’s what’s different this time: Stuff is blowing up because of leverage, and the blow-ups cascade through the crypto space because everything is now interconnected. Those weren’t factors in prior “crypto winters.”Support the Show.
This crash beneath the surface showed something had broken, that the magic had died, that hype and hoopla were suddenly unable to carry the day.Support the Show.
But we’ve had it so good for so long. And it was so easy, and it made everyone look like a genius.Support the Show.
Dotcom Bust 2 has begun. Only bigger.Support the Show.
The dollar’s role as dominant global reserve currency is at risk if the Fed fails to crack down on inflation. Support the Show.
The mayhem that has totally crushed one stock after another for a year breaks through the surface.Support the Show.
Mega-policy decisions to boost demand. Now mega-consequences. Support the Show.
What’s left of the debt-fueled property speculation that drove growth is a huge explosive mess and an enormous amount of debt. Support the Show.
The property sector and its debts are possibly the biggest financial mess in China’s history.Support the Show.
China still hasn’t bailed out investors in the property developers, to the shock of foreign investors who’d bought their dollar bonds. Could the forced deleveraging trigger a financial crisis? Support the Show.
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