Dec 21, 2019
Source material: https://www.marxists.org/archive/marx/works/1848/communist-manifesto/ch02.htm
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
Links:
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...