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AK Global

Nov 13, 2019

News regarding the repo market has seemingly died down as of late; however, things have become far more interesting despite the lack of headlines.  In this episode we give you an update on the current state of the repo market with special attention to the Fed’s extension of term and overnight purchases.  In addition,...

Nov 3, 2019

In this second part of AK5 Kent and Ansel finish up the discussion about the Repo market and dive into related topics regarding the future.

Topics include:

USTs becoming toxic

Wealth effect of dollars

Bitcoin flipping gold

Expat choices

Investing in Russia

Population and demographic trends


Oct 23, 2019

The repo market has been in the news lately with the Fed intervening for the first time since the 2008 financial crisis to shore up liquidity problems.  We explain how the repo market works, go over the timeline of events in the market thus far, and discuss its wider implications.

Topics include:

What a repo is and why...

Oct 9, 2019

Since the 2008 financial crisis stock buybacks have been at historically elevated levels. These levels have accelerated at an even greater pace since the Trump Tax cuts. In this episode we explain what stock buybacks are and the consequences of this poorly understood corporate policy.

Topics include:

What stock buybacks...

Sep 22, 2019

In this episode we discuss monetary policy in Japan and its long term consequences.  We also look at the relationship between the yen and the dollar, gold, and bitcoin.

Topics include:

MT Gox

The Japanese Yen

Japan’s debt to GDP ratio

Japan’s money supply

Demographic concerns in Japan

Intervention in the markets...