All-Stars #35 Luke Gromen: FF>IOER Means Balance Sheet Capacity Used Up
Macro Voices - Un podcast de Hedge Fund Manager Erik Townsend - Les jeudis
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All-Star Luke Gromen responds to Jeff Snider's All-Stars appearance last week, sharing a different view on the significance of Fed Funds exceeding IOER. Luke says it’s about domestic private sector balance sheet capacity.