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Zoltan Pozsar and Perry Mehrling On The Historic Crisis Of Financial Market Plumbing
The plumbing of the financial system is coming under strain like never before. On this week’s podcast, we speak with two legendary experts on how the…
6 years, 2 months ago
How The Crisis Nearly Blew Up One Of The World’s Safest Trades
In normal times, U.S. Treasuries are the ultimate safe haven. They are highly liquid and guaranteed to pay out. So when people want to hide out durin…
6 years, 2 months ago
A Longstanding Fear About The Corporate Debt Market May Finally Be Coming True
For a long time, people have been warning that corporate debt could be the major source of vulnerability in today's economy. And the market meltdown …
6 years, 2 months ago
How A Macro Manager Is Trading On One Of The Wildest Markets In History
Markets around the world are so extremely volatile that nobody can think of any perfect precedent. There are shades of the Great Recession, 1987, the…
6 years, 2 months ago
How Saudi Arabia Delivered A Blow To U.S. Shale Companies At The Worst Possible Moment
Saudi Arabia recently announced that it was engaging in a full-on price war by pumping oil like crazy. At one point, after the move, the price of Bre…
6 years, 2 months ago
How To Stop The Recession From Happening Right Now
The U.S. is on the verge of an economic crisis due to the coronavirus, as people and businesses aggressively pull back on spending. On this week's Od…
6 years, 2 months ago
Did Passive Investing Fuel A Bubble In Ultra-Large Tech Stocks?
Questions continue to arise over the effect of passive investing, and whether or not it's somehow distorting the market. On this week's episode, we s…
6 years, 2 months ago
How A Profane Subreddit Moved The Market
In recent weeks, before the stock market plunged, a page on reddit called r/WallStreetBets suddenly started exhibiting enormous influence on a handfu…
6 years, 3 months ago
How Iraq Pulled Off One Of The Biggest Sovereign Debt Restructurings Of All Time
There are lots of famous debt crises in history, but the story of Iraq's government debt build-up in the 1980s and subsequent restructuring in the ea…
6 years, 3 months ago
This Is What The Coronavirus Means For The Chinese Supply Chain
Apple's recent revenue warning reminded the world of how exposed the company is to China, and in particular its factories. As the coronavirus continu…
6 years, 3 months ago