federal reserve

No. 263 – The Federal Reserve Hasn’t Emptied Its Clip

May 19, 2020

Notes

black republican, China, computer chips, covid-19, federal reserve, Huawei, softbank

Fed Chair Jerome Powell’s 60 Minutes interview on economic recovery from the coronavirus pandemic – Federal Reserve chair Jerome Powell gave an interview on 60 Minutes this past Sunday and the conversation was quite interesting. Early in the conversation, when the question of unemployment came up, Chair Powell talked about how heartbreaking it was and…
No. 260 – Entering a New World We Have No Idea About

May 12, 2020

Notes

artificial intelligence, distressed debt, Facebook, federal reserve, machine vision, self-driving, treasury department

We Are All Government-Sponsored Enterprises Now – This is interesting analysis by Guggenheim’s Chief Investment Officer Scott Minerd where he basically says that we’re potentially heading to a situation where the government will be beholden to ensuring companies and markets have access to credit because of how it’s navigating this pandemic situation. A lot of companies…