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
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