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AK Global


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:
https://www.thestreet.com/investing/fixed-income/fed-extends-repos-until-nov-4-dealers-brace-for-193-billion-in-treasury-sales-15116925

https://www.newyorkfed.org/markets/opolicy/operating_policy_191004

https://fred.stlouisfed.org/series/WALCL

https://www.seeitmarket.com/qe-by-any-other-name/

https://www.cnbc.com/2019/10/08/powell-says-the-fed-will-start-expanding-its-balance-sheet-soon.html