00:00:00 - Intro
00:00:23 - What in the world is happening with the Japanese Yield Curve Control?
00:15:28 - James' thoughts on Risk Happening Fast (Luna, 3AC, Celsius).
00:24:42 - Frequencies of settlement.
00:29:04 - Are monetary policy-makers wagging the tail of politicians?
00:30:53 - At what speed is this current cycle going to play out?
00:33:59 - Has inflation peaked?
00:41:56 - Recent statements by FED Chair Powell.
00:45:00 - The battle between producer states and consumer states.
01:06:11 - The housing market cooling off.