Federal Reserve, every mention
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tap a year for its mentions
every year anyone James Aitken 69Josh Friedman 19Ted Seides 14Rick Rieder 13Alex Shahidi 12Eric Peters 10Marko Papic 8Ben Hunt 7Rob Citrone 6Porter Collins 6
Verbatim, from the transcripts: the passages where Federal Reserve comes up
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- ▶ 46:42 Adam Fisher When you think about, like, Fed policy, ECB policy, and so on, of course, their policies about creating liquidity and easing financial conditions, of course, touches stocks and corporate bonds, but the volume of real estate globally 2 times in the scene
Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
- ▶ 39:35 Tony Davis We didn't expect the fed to step in. 2 times in the scene
Sustainable Investing 3: Bob Litterman – Pricing Climate Risk (Capital Allocators, EP.141)
- ▶ 6:05 Bob Litterman I'm an economist, and my early career, I taught at MIT, and then I went to the Federal Reserve Bank. 2 times in the scene
Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
- ▶ 33:18 Eric Peters And then we had this chaotic decline that the fed stepped in to try to mitigate. 4 times in the scene
- ▶ 36:38 Eric Peters But the central bank, if they could have prevented the worst crisis since the great depression in 2008, then surely as long as the banks are healthy and the fed is there, 3 times in the scene
- ▶ 44:21 Eric Peters I think it literally is that simple, and what the Fed is doing and the Treasury is they're saying, let's just make sure that no one goes broke, and let's make sure that none of this capital gets destroyed, and so I don't see how that…
Mark Baumgartner – Allocating in a Crisis at IAS (Capital Allocators, EP.128)
- ▶ 22:59 Mark Baumgartner Folks have said, well, you know, the Fed dropped 50 basis points and then had a surprise hundred point drop on a Sunday, and the market still sold off as if that was a failure.
James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
- ▶ 17:32 James Aitken In the case of the Fed thinking about your listeners, I can only imagine how surprised they all were when in the context of a US economy that's doing fairly well, the Fed cuts 50 out of the blue. 6 times in the scene
- ▶ 29:45 James Aitken I don't know yet, but some element of asset purchases are going to be semi-permanent from the Fed, which probably serves to keep intermediate treasuries low, which means the discount rate that liability constrained allocators are looking…
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
- ▶ 38:44 James Aitken And then we get to early December, and you know how obsessed everyone is with every utterance from the Fed and J-PAL or what's Madame Lagarde's outfit color today?
- ▶ 45:04 James Aitken And if I may, I just want to focus on the Fed, because we've got a problem here. 18 times in the scene
- ▶ 1:03:40 James Aitken And I think, to be clear, there's a short-term fix from the Fed, but the longer-term fix, most unfortunately for the Fed, may require them to be a semi-permanent feature of markets in terms of either, unfortunately, a standing repo… 2 times in the scene
Ted Seides – A Rational Reminder (Capital Allocators, EP.121)
- ▶ 38:19 Ted Seides And then, you know, the Fed came in and, and the SMP over that 10 year period, despite starting at a historically high level, had historically average returns.
Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
- ▶ 19:35 Gregory Zuckerman And this is way before big data and that whole theme, he would send people literally out scouring books, world books, um, the federal reserves, their basement, jotting down information.
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 15:28 Jonathan Tepper Most economists, like the Fed, ignores them.
Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
- ▶ 44:19 Jon Hirtle I was talking this morning about the Fed's mandate is to have low inflation and full employment. 3 times in the scene
David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
- ▶ 36:35 David Zorub So the Feds put a little bit of a put back in here for the time being.
Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
- ▶ 21:21 Matt Botein Fed had cut rates, and, uh, variable rate mortgages were very, very high rate. 3 times in the scene
Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
- ▶ 15:40 Tim McCusker The market is pricing in pretty modest increases in Fed policy over the next year or two years.
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
- ▶ 10:43 Andrew Tsai When the Fed, the, the surprise rate hike and kind of vast, it was all kinds of mayhem imprinted on me that there's some things out there that are bigger than any kind of given, given view of the markets.
Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
- ▶ 58:42 Raphael Arndt We've got the Fed raising rates and shrinking its balance sheet, liquidity coming out of the system, and usually that ends in a recession.
Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
- ▶ 39:52 Manny Friedman And we're seeing, you know, really big regulatory changes in the last year, two year, year and a half in the banking industry, both from the Federal Reserve Board, from the new administration, and also from Congress. 3 times in the scene
Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
- ▶ 31:23 Anthony Scaramucci Our Fed chair keeps his promise of raising rates four times this year.
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 30:28 Ted Seides Maybe the place to start is the epicenter, the Fed in the US. 4 times in the scene
- ▶ 38:28 James Aitken Now, the Fed gets criticized for their communication, and I have to say, over the past 18 months, they have been so transparent and so clear about what they're trying to do, and yet, up until recently, markets were fighting it. 15 times in the scene
- ▶ 1:04:41 James Aitken And we sometimes forget that we're talking about global growth being X, or realized inflation being Y, and the Fed's balance sheet is still four trillion plus, the ECB's still buying assets, and the ECB's
- ▶ 1:10:15 James Aitken So Fed funds doesn't get to 525 basis points like it did in O six. 2 times in the scene
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- ▶ 43:23 Michael Cembalest That'll be the very last thing that happens because there are so many tools that can be used by the Fed to delay the day of reckoning. 2 times in the scene
- ▶ 59:21 Michael Cembalest But for the last 10 years, as an active manager, you've been trying to extract value by picking A versus B in a market that no longer cares about the difference between A and B because they're being starved of yield by the Fed.
- ▶ 1:01:57 Michael Cembalest There's a lot of discussion right now about what happens if the Fed raises interest rates and what's the impact on the Treasury.
Andy Redleaf - Evolution of Markets (Capital Allocators, EP.46)
- ▶ 55:38 Andy Redleaf But there is no sort of objection to central banks owning anything, owning, owning any asset value, you know, it's, the folk wisdom is that, uh, in 87, the Fed lent directly to Kidder Peabody to meet their margin call. 2 times in the scene
Deep Dive into Hedge Funds (Capital Allocators, EP.34)
- ▶ 1:11:53 Patrick O'Shaughnessy Now, to flip what I was saying earlier, it reminds me of, in the long-term world, the, the phenomenon of value suffering such a, a really bad six, seven-year run, and interesting arguments, impossible to confirm or deny, but, but…
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Larry Kochard – Endowment Professor (Capital Allocators, EP.11)
- ▶ 29:42 Larry Kochard In a very, in a lower cost way, various views of the market, but that's also one of the downsides, is because you're constantly buffeted with different views of the market of whether the Fed is dovish or hawkish, or taxes are gonna go up…
Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
- ▶ 50:10 Tom Lenehan We've been staring at this shift in federal reserve policy, thinking it was going to come years ago, and it never did.
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