🏦 Treasury routes around a recalcitrant Fed via community-bank deregulation

Chamath rates w=0.88 · n=16 · E220 (2025-03-22) · explicit_prediction · strength 3 ▶ 1:11:09 SUPPORT

“Again, there was a really interesting anecdote where Bessent talked in the interview about how he really wants to deregulate and loosen up bank lending standards, particularly at the community level. And I think that this is one very interesting thing that is a workaround to the Fed.”

Jason rates w=0.86 · n=7 · E220 (2025-03-22) · sentiment · strength 2 ▶ 1:10:13 OPPOSE

“So in an extremely difficult, confusing storm, what is the best thing to do when you're driving the storm is just maybe try to keep the car going straight, not hit the brakes or not hit the gas. And that's what they're doing. They're taking a wait and see.”

Friedberg rates w=0.79 · n=14 · E222 (2025-04-05) · explicit_prediction · strength 2 ▶ 54:04 SUPPORT

“And if you remember the interview that Besant gave to us a couple weeks ago, he was very clear that one of his mandates is to enable the re-leveraging of the financial system. Meaning he wants to give banks the ability to issue more debt, to introduce more capital and more liquidity into the markets by taking away some of the regulatory restrictions that have made it more difficult for the banks to issue credit to business owners and to individuals. So if they are successful in their deregulatory efforts, it will introduce more liquidity into the market”

Chamath rates w=0.88 · n=16 · E227 (2025-05-09) · explicit_prediction · strength 3 ▶ 19:47 SUPPORT

“What I'm saying very directly is that the Fed is acting in a manner that is as much politically motivated as financially metric motivated, because the financial metrics, some of the most critical leading indicators, particularly around liquidity and the credit health of the American consumer, are blinking yellow. So right now, they are choosing to ignore these historically useful leading indicators. And the only reason that I can come up with to ignore it are political reasons.”

Philippe Laffont (guest ×0.5) no rates track record · E227 (2025-05-09) · explicit_prediction · strength 2 ▶ 13:15 OPPOSE

“the Fed did something that I thought was very clever. They basically said, we're not going to cut just to bail out the equity market. But if the market's liquidity is no longer functioning, emphasis on liquidity, then we'll step in to restore liquidity.”