Ga offline met de app Player FM !
MI232: Understanding Quantitative Easing w/ Alfonso Peccatiello
Manage episode 345826084 series 2539397
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.
NEW TO THE SHOW?
- Check out our Millennial Investing Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
- Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Connect with Alfonso: Twitter | LinkedIn
Connect with Rebecca: Twitter | Instagram
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
635 afleveringen
Manage episode 345826084 series 2539397
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.
NEW TO THE SHOW?
- Check out our Millennial Investing Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
- Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Connect with Alfonso: Twitter | LinkedIn
Connect with Rebecca: Twitter | Instagram
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
635 afleveringen
Tất cả các tập
×Welkom op Player FM!
Player FM scant het web op podcasts van hoge kwaliteit waarvan u nu kunt genieten. Het is de beste podcast-app en werkt op Android, iPhone en internet. Aanmelden om abonnementen op verschillende apparaten te synchroniseren.