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THE WOLF STREET REPORT
Wolf Richter
46 episodes
8 months ago
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
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All content for THE WOLF STREET REPORT is the property of Wolf Richter and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Show more...
Business News
Business,
Investing,
News
Episodes (20/46)
THE WOLF STREET REPORT
Stocks, Bonds & CRE Face QT
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
Show more...
2 years ago
12 minutes

THE WOLF STREET REPORT
Revenge of Variable-Rate Commercial Debts
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
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2 years ago
14 minutes

THE WOLF STREET REPORT
Free Money Turned Brains to Mush. Now Some Banks Fail
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
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2 years ago
12 minutes

THE WOLF STREET REPORT
Housing Bust #2 Has Begun
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
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2 years ago
15 minutes

THE WOLF STREET REPORT
What’s Behind the Mass Layoffs in Tech & Social Media?
Drunk with Easy Money, companies were hogging office space and workers for a future that did not come. Support the show
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2 years ago
10 minutes

THE WOLF STREET REPORT
The Price of Easy Money Now Coming Due
The Crazy Stuff and Crazy Asset Prices that arose during Easy Money started blowing up when Easy Money ended. Support the show
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2 years ago
15 minutes

THE WOLF STREET REPORT
Where’s the Contagion from the Crypto Implosion?
As the FTX collapse shows, the shenanigans guarantee smooth, efficient contagion inside the crypto zone. But beyond it? Support the show
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2 years ago
10 minutes

THE WOLF STREET REPORT
The Housing Bubble Pops, and the Fed Can Let it Rip
Raging inflation knocked out the “Fed put,” and banks are no longer on the hook for mortgages; taxpayers and investors are.Support the show
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3 years ago
14 minutes

THE WOLF STREET REPORT
Return of the Bond Vigilantes Sent Shockwaves Around the Globe
Deficits don’t matter – until the bond vigilantes ride into town.Support the show
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3 years ago
11 minutes

THE WOLF STREET REPORT
Something Big Has Already Broken: Price Stability
The Fed will tighten “Until Something Breaks” and then pivot? Wait a minute... Support the show
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3 years ago
11 minutes

THE WOLF STREET REPORT
This Inflation Will Be Tough to Get under Control
Higher interest rates and mortgage rates for much longer, with lower asset prices, as the Everything Bubble gets dismantled. Support the show
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3 years ago
13 minutes

THE WOLF STREET REPORT
Housing Bubble Getting Ready to Pop: The Big Boys Leave, Wait for Market to Reset
Biggest investors in single-family houses: “We need to be patient and allow the market to reset.”Support the show
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3 years ago
10 minutes

THE WOLF STREET REPORT
Markets Are “Fighting the Fed”
One of the most important dictums in US finance is this: “Don’t fight the Fed.” And this could get ugly. Support the show
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3 years ago
11 minutes

THE WOLF STREET REPORT
Big Tech & Startups Getting Ready for Reality
Shedding People, Offices, and Warehouses. It’s kind of sobering. Reality has that effect, after a drunken binge.Support the show
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3 years ago
13 minutes

THE WOLF STREET REPORT
US Dollar Exchange Rates & Inflation: What’s Next?
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
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3 years ago
10 minutes

THE WOLF STREET REPORT
Leverage & Interconnectedness Are Blowing Up Crypto & DeFi
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
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3 years ago
12 minutes

THE WOLF STREET REPORT
What’s Behind the Collapse of so Many Stocks since Feb 2021?
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
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3 years ago
13 minutes

THE WOLF STREET REPORT
Dotcom Bust 2, New & Improved
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
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3 years ago
12 minutes

THE WOLF STREET REPORT
Tech Bust Takes Next Step: Layoffs & Hiring Freezes
Dotcom Bust 2 has begun. Only bigger.Support the show
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3 years ago
11 minutes

THE WOLF STREET REPORT
Bond Massacre, Inflation Prick Biggest Bond Bubble in History
The dollar’s role as dominant global reserve currency is at risk if the Fed fails to crack down on inflation. Support the show
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3 years ago
13 minutes

THE WOLF STREET REPORT
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