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3/3 This time is different! - ±Ý¸®Àλó°ú ÀÎÇ÷¹ÀÌ¼Ç |
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00:00 ÇѰèºñ¿ë¿¡¼ ÇѰè¼öÀÍÀ¸·Î(From Marginal Cost to Marginal Return)
04:42 ÀºÇàÀÇ ÀÚ±ÝÁ¶´Þ ºñÀ²(´Ü±âÀڱݽÃÀå)
https://fedguy.com/inflationary-hikes/#more-3604
06:20 ÆÒµ¥¹Í ÀçÁ¤ÁöÃâ¿¡ ÀÇÇÑ ¼Ò¸Å¿¹±Ý ±ÞÁõ
https://fred.stlouisfed.org/series/CDCABSHNO
06:52 Fed Á¤Ã¥ ±Ý¸® Àλó È¿°ú
08:00 Á¦ÀÌÇǸ𰣠ÀºÇàÀÇ ÃÖ±Ù º¸°í¼
10:15 Á¤Ã¥±Ý¸®¿Í ¼Ò¸Å¿¹±Ý±Ý¸® Ãß¼¼
https://fred.stlouisfed.org/graph/?g=ICvj
11:43 Á¤Ã¥±Ý¸® Àλó°ú ÀºÇàÀÇ ´ëÀÀ
16:35 ÆÝµåÀÇ ´ëÀÀ(Risk Parity Funds)
19:28 ¼Ò°á
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