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.

#stockmarket #stocks #banks

TIMESTAMPS:

00:02:50 Inflation or Deflation?
00:09:56 Is QE Inflationary?
00:17:33 Plumbing of the Treasury Market
00:27:46 Zero Interest Rates and Credit Contractions
00:32:49 The Dollar
00:40:04 The Deferment of Dollar Demand and a Potential Rent Crisis
00:42:34 Eurodollars and Swap Lines
00:47:23 Other Thoughts on Deflation,Government Spending, and Corporate Loans
00:52:05 Consequences of a Dollar Spike
00:58:34 FX, The Dollar, and the Dow
01:06:11 Steven Van Metre's Real Vision Journey

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