THE WOLF STREET REPORT

Sep 30 2023 46 ep. 12 mins 218

THE WOLF STREET REPORT Podcast artwork

The stories behind business, finance, and money.

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Stocks, Bonds & CRE Face QT

Sep 30 2023 12 mins

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

Revenge of Variable-Rate Commercial Debts

Jun 24 2023 14 mins

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

Free Money Turned Brains to Mush. Now Some Banks Fail

Mar 19 2023 12 mins

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

Housing Bust #2 Has Begun

Feb 26 2023 15 mins

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

What’s Behind the Mass Layoffs in Tech & Social Media?

Jan 21 2023 10 mins

Drunk with Easy Money, companies were hogging office space and workers for a future that did not come. Support the show

The Price of Easy Money Now Coming Due

Dec 18 2022 15 mins

The Crazy Stuff and Crazy Asset Prices that arose during Easy Money started blowing up when Easy Money ended. Support the show

Where’s the Contagion from the Crypto Implosion?

Nov 13 2022 10 mins

As the FTX collapse shows, the shenanigans guarantee smooth, efficient contagion inside the crypto zone. But beyond it? Support the show

The Housing Bubble Pops, and the Fed Can Let it Rip

Oct 29 2022 14 mins

Raging inflation knocked out the “Fed put,” and banks are no longer on the hook for mortgages; taxpayers and investors are.Support the show

Return of the Bond Vigilantes Sent Shockwaves Around the Globe

Oct 15 2022 11 mins

Deficits don’t matter – until the bond vigilantes ride into town.Support the show

Something Big Has Already Broken: Price Stability

Oct 08 2022 11 mins

The Fed will tighten “Until Something Breaks” and then pivot? Wait a minute... Support the show