Federal Reserve System, every mention
35 scenes · ← back to Federal Reserve System
tap a year for its mentions
every year anyone Ted Seides 9Marc Lasry 8James Aitken 7Greg Lippmann 4Brett Jefferson 4Chris Ailman 3Scott Kleinman 2Marko Papic 2Louis-Vincent Gave 2Jonathan Lewinsohn 2
Verbatim, from the transcripts: the passages where Federal Reserve System comes up
Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481)
- ▶ 52:50 Scott Kleinman The Fed had to then go raise rates from basically free to call it five percent. 2 times in the scene
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 57:04 Josh Wolfe I have no idea what's going to happen with the Fed.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 35:57 Marko Papic When the Fed cut rates, every traditional fixed income investor was like, you got to go long duration.
Ben Hunt - The Stories that Drive Markets (EP.393)
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
- ▶ 6:58 Shiloh Bates So we've been benefiting as the federal reserves have been increasing rates.
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
- ▶ 12:36 Michael Milken Whether you were the head of the Federal Reserve, or whether you were Secretary of the Treasury, or a major money manager, what you were saying was based on incorrect evidence, and this book, which covered
Dmitry Balyasny – Multi-Strategy Platform at BAM (EP.341)
- ▶ 31:10 Dmitry Balyasny Vice versa on the macro side, when the Fed is active,
Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder? (EP.331)
- ▶ 41:58 Brendan Ballou There are things that federal regulators, the SEC, Treasury, Federal Reserve, and so forth, could take on.
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
- ▶ 19:00 Ted Seides How is that going to play out when the Fed, as you mentioned, needs to keep rates hiking to cool the economy, but the higher the rates, the more many of these bank balance sheets are upside down. 8 times in the scene
- ▶ 42:05 James Aitken And look, I could have the most perfect view on the Fed or all these other things.
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
- ▶ 47:16 Marc Lasry The Fed, I don't think, cares, mainly because what the Fed is trying to do is tame inflation. 8 times in the scene
Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)
- ▶ 31:44 Dan Ivascyn The Fed's reducing balance sheet. 2 times in the scene
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 39:33 Anthony Scaramucci In addition to that, there will be a boom bust cycle inducted by the Fed's monetary policy. 2 times in the scene
Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
- ▶ 5:49 Ana Marshall Everybody loves to become an armchair economist, so, you know, we can skip the armchair economics if you'd like, since I don't think any of us have a crystal ball, including the Fed, so we can all stop there.
Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
- ▶ 16:18 Brett Barth Now, the Fed only got to two and a quarter, two and a half, so it didn't matter enough. 2 times in the scene
Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
- ▶ 46:38 Greg Lippmann So a world where the Fed is focused on propping up financial assets is a world where our hedges are not going to work. 4 times in the scene
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 31:36 Louis-Vincent Gave U.S. trade balance improved dramatically, which led to a stronger dollar, stronger dollar, weak inflation, allowed the Fed to stay easier, much longer than anybody expected. 2 times in the scene
Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
- ▶ 17:11 Tom Lenehan She said, I have no idea where rates are going, but it doesn't mean that that maybe this time it's different when the fed says they're going to raise rates or take away the QE.
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 32:44 Marko Papic The other question I think has been just, what does this do for the Fed?
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 43:35 Ben Gilbert Let's talk about it before that, because the SoftBank Vision Fund launched, that's a really interesting moment in the development of this ecosystem, and of course we'd been in a six, seven year bull run at that point, and, but we hadn't…
Justin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25)
- ▶ 33:54 Nat Frazier With the Fed hinting at rate increases next year, do you think that's going to splash cold water on growth stage tech company valuations today if those future earnings are worth less discounted back at higher rates?
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
Rick Rieder – BlackRock (Manager Meetings, EP.08)
- ▶ 31:23 Rick Rieder So I think they're private credit portfolios that are going to be generally, and I don't run longer locked up structures, but if you've got long-term durable liabilities, I've heard somebody argue at a Fed meeting I was at that banks fund…
Max Frumes and Sujeet Indap –Inside the Sausage Factory of the Caesar's Restructuring (Capital Allocators, EP.209)
- ▶ 18:11 Sujit Indap And so the business falls apart, but simultaneous with that, uh, we all remember this was there was a massive amount of liquidity injected into the economy by the federal reserve.
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- ▶ 40:51 Jonathan Lewinsohn And we thought that there was a lot of signs that the federal reserve would buy investment grade bonds in the next crisis. 2 times in the scene
Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)
- ▶ 1:02:25 Brett Jefferson And it's going to be driven by the Fed. 4 times in the scene
James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
- ▶ 20:31 James Aitken And then, surprisingly for a lot of people, what promulgated the colossal unwind of all these RV positions was the Fed cutting those 50 basis points the other week out of the blue. 4 times in the scene
- ▶ 34:37 James Aitken So the Fed's done an awful lot, but they have the capacity to do a lot more.
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 44:26 Jordi Visser So the Fed finally raised rates in December of 15, and so if you take that period there, we're in quantitative tightening now, and China and the US are in a trade war, and probably more importantly, embarking on something which I think has…
Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
- ▶ 29:28 Chris Ailman Because of the strength of the market, mostly the Federal Reserve easing just created a risk on trade.
- ▶ 33:36 Chris Ailman and so they've picked a long-term target of four percent in inflation sensitive, but we came back and said, you know, inflation is just not on the horizon, and the Fed's struggling to get it to two percent. 2 times in the scene
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 54:04 James Aitken If the dollar goes up and the Fed tightens policy, they're in, in a world of pain.
Rick Selvala - Harvesting Volatility (Capital Allocators, EP.41)
- ▶ 26:59 Rick Selvala If Bernanke and Yellen are there with the big fed put below.
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
The Bet with Buffett (Capital Allocators, EP.05)
- ▶ 56:08 Ted Seides My strong suspicion is, if that had continued, or you didn't have this Fed-induced environment that created all this strength in the market, we just wouldn't have heard much of anything from Warren about the bet.