00:00 Introduction
00:22 Biggest bubble in bond historyM
00:42 Biggest bubble in bond history
00:56 Post Reserves
01:35 The Cause of the Great Recession
01:45 ZIRP
01:57 Covid Crisis
03:08 Fed starts raising rates
03:23 How banks account for bonds
04:41 The bank run starts
04:51 Social media hysteria
06:03 They could have hedged
06:49 How do we make money?
07:31 Effect on economy
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