The Fed's Balance Sheet Jumped $300B Last Week. Is That Inflationary?

The Breakdown

Blockworks

Investing, Business

4.8 • 786 Ratings

🗓️ 23 March 2023

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

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Summary

NLW is joined by Ram Ahluwalia, CEO of Lumida Wealth Management. In this conversation, they discuss: The fall of Credit Suisse The Federal Reserve’s new Bank Term Funding Program and whether it’s inflationary Why this crisis is currently deflationary And more. Enjoying this content? SUBSCRIBE to the Podcast Apple: https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb Spotify: https://open.spotify.com/show/538vuul1PuorUDwgkC8JWF?si=ddSvD-HST2e_E7wgxcjtfQ Google: https://podcasts.google.com/feed/aHR0cHM6Ly9ubHdjcnlwdG8ubGlic3luLmNvbS9yc3M= Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW “The Breakdown” is written, produced and narrated by Nathaniel Whittemore aka NLW, with editing by Michele Musso and research by Scott Hill. Jared Schwartz is our executive producer and our theme music is “Countdown” by Neon Beach. Music behind our sponsor today is “Foothill Blvd” by Sam Barsh. Image credit: Douglas Rissing/Getty Images, modified by CoinDesk. Join the discussion at discord.gg/VrKRrfKCz8. Join the most important conversation in crypto and Web3 at Consensus 2023, happening April 26-28 in Austin, Texas. Come and immerse yourself in all that Web3, crypto, blockchain and the metaverse have to offer. Use code BREAKDOWN to get 15% off your pass. Visit consensus.coindesk.com.

Transcript

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0:00.0	In the wake of one of the most tumultuous years in crypto history, the conversations happening
0:05.9	at Consensus 2023 have never been more timely and important.
0:09.9	This April, CoinDess is bringing together all sides of the crypto, blockchain, and Web3
0:13.4	community to find solutions to crypto's thornyest challenges and finally deliver on the
0:18.1	technology's transformative potential.
0:20.1	Join developers, investors, founders, brands, policy makers, and more in Austin, Texas, April 26th to 28th for Consensus 20203.
0:27.7	Listeners of the breakdown can take 15% off registration with code breakdown.
0:32.2	Register now at consensus.coindus.com and join CoinDesk at Consensus 20203.
0:45.0	Thank you. dot coin desk.com and join coin desk at consensus 2023. Welcome back to The Breakdown with me, NLW.
0:49.3	It's a daily podcast on macro, Bitcoin, and the big picture power shifts remaking our world.
0:55.3	The breakdown is produced and distributed by CoinDes.
0:59.9	What's going on, guys? It is Wednesday, March 22nd. And today I am joined by Ram Al-Alawalia
1:05.4	to discuss banks, bank failures, crypto, and so much more. A quick note before we dive in, there are two ways to listen to The Breakdown.
1:13.6	You can hear us on the Coin Desk Podcast Network, which comes out every afternoon and features
1:16.9	other great Coin Desk shows, or you can listen in the evening on the Breakdown-only feed.
1:21.3	Wherever you're listening, if you were enjoying the show, I would so appreciate it if you
1:24.2	would take the time to leave a rating or a review, it makes a huge difference in new people discovering the show. All right, friends, welcome back to another breakdown interview,
1:32.8	and today, as I mentioned, I am joined by Lumida Wealth CEO, Ram Al-Alawalia. Many of you will
1:38.1	recognize Rom from his insurgent Twitter threading, which has brought him a ton of attention,
1:42.6	and rightly so. Rom is extremely adept at
1:45.5	explaining banking issues, crypto balance sheet issues, and Lord knows we've had many of these things
1:51.5	in the last few months. On this show, we dig into the situation with Credit Suisse, with First Republic.
	...

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