Fed

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jun 11, 2023 by Jay Kotak · across every show →

Everything said about Fed, oldest first

Jun 11, 2023 negative

Insight

Jay Kotak: Full capital convertibility risks capital flight triggered by Fed actions

“If you open up completely, you also become mercy even more to something the Fed may do. That is really silly. That causes violent capital flight. That was nothing to do with you.”

Jay Kotak Jun 11, 2023 ▶ 1:52:15 Ep #5 | EdTech What’s Broken, What’s Next? With Nikhil, Ronnie Screwvala , Gaurav Munjal & Jay Kotak · Nikhil Kamath

Jul 28, 2026

Assertion Supported

Ning Zhu: Fed balance sheet expanded from sub-$1T in 2007 to nearly $9T peak

“Because in 2007, if I'm not mistaken, the balance sheet of the Fed is less than one trillion dollar. It was as high as almost nine trillion dollars, and now I think it's falling back to somewhere between six and seven.”

Ning Zhu Jul 28, 2026 ▶ 26:55 They Called The Trade Wars & China's Housing Crash | Nikhil Kamath | WTF is Finance Ep 4 · Nikhil Kamath

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Fed

Everything said about Fed, oldest first

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