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EssentialThe Essential Conversation

"The Banks are Going to Crash the Stock Market"

Featuring Brent Johnson and Steven Van Metre

Aug 28, 2020 • 67 minutes

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Essential

The Essential Conversation

"The Banks are Going to Crash the Stock Market"

Brent Johnson and macro autodidact Steven Van Metre on interest rates, credit quality, and the Treasury Market.

Featuring Brent Johnson and Steven Van Metre

Aug 28, 2020 • 67 minutes

Brent Johnson, CEO of Santiago Capital, is joined by Steven Van Metre of Steven Van Metre Financial to discuss the most pressing issues on the macro horizon. After exploring whether quantitative easing (QE) and low rates are inflationary or deflationary, Johnson and Van Metre take a deep dive into the plumbing of the Treasury market and specifically the operations of the Fed's FOMC. Van Metre explains why he believes the Fed's policies have actually caused banks to tighten their lending standards rather than loosen them as the Fed intended. The pair then take a look at swap lines and the Eurodollar funding market as well as the effect a credit contraction would have on the U.S. dollar. Lastly, Van Metre talks about his Real Vision journey and how the knowledge he’s gained has helped him as an investor as well as a financial advisor. Filmed on August 24, 2020. For additional charts, click here: https://rvtv.io/3gARHG7 Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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