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The Rate Watcher’s Playbook: Inflation, Policy, and the Price of Time · SUN
Audio Course
Money & Investing
The Rate Watcher’s Playbook: Inflation, Policy, and the Price of Time
Introduction
0:00
2:18
Episodes
Transcript
0. Introduction
2:18
1. The Baseline Illusion: Deciphering the CPI-to-Policy Transmission
4:21
2. The Credibility Gap: Navigating the Fog of Forward Guidance
7:59
3. The Credit-Lag Coefficient: Why Mortgages Don't Wait for the Fed
3:19
4. The Yield Differential Arbitrage: Global Central Bank Divergence
5:39
5. The Cost-Push Carousel: Identifying the Roots of Inflation
4:37
6. The Duration Sensitivity Matrix: Protecting Your Portfolio
5:20
