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SWIFT 2022: Sovereign Exclusion Mechanism | GP/LP Analysis - 3 Red Flags | EP18 T2
Season 2 Episode 18
The legal framework for SWIFT exclusion existed before 2022 — Iran had been excluded in 2012. The escalation pattern from targeted sanctions to infra…
1 month, 4 weeks ago
SWIFT 2022: The Weekend They Weaponized the Financial System — EP18 T1
Season 1 Episode 18
On February 26th, 2022, seven finance ministers disconnected Russia from the system that moves forty trillion dollars a day. It took seventy-two hour…
1 month, 4 weeks ago
Soros / Black Wednesday 1992 : Sovereign Commitment Optionality | GP/LP Analysis - 3 Red Flags | EP17 T2
Season 2 Episode 17
The UK's reserve position was public. The ERM commitment level was fixed. The interest rate required to defend the peg was politically unsustainable.…
2 months ago
Soros / Black Wednesday 1992 : Soros Made $1 Billion in a Day. The Government Handed Him the Trade | EP17 T1
Season 1 Episode 17
On September 16, 1992, George Soros made one billion dollars in a single day. He didn't find an edge nobody had. He read a government document, ran t…
2 months ago
Gold Central Banks 2024 : Reserve Currency Risk Premium & The Dollar Architecture No Portfolio | GP/LP Analysis - 3 Red Flags | EP16 T2
Season 2 Episode 16
The gold purchase data is published monthly by the World Gold Council and individual central banks. The Treasury International Capital data shows the…
2 months ago
Gold Central Banks 2024: They Spent 50 Years Saying Gold Was a Relic. Then Bought More Than Ever — EP16 T1
Season 1 Episode 16
Central banks called gold a relic. They sold it through the 1990s and 2000s. Then, in 2022, they bought more gold than in any year since 1967. The b…
2 months ago
Adani Group 2023 : Float Manipulation & Related Party Architecture | GP/LP Analysis - 3 Red Flags | EP15 T2
Season 2 Episode 15
The beneficial ownership of the offshore funds holding Adani shares was not disclosed. The related party transaction volume was in the annual report…
2 months ago
Adani Group 2023: Short Selling as Market Discipline & Asymmetric Information — EP15 T1
Season 1 Episode 15
In January 2023, Hindenburg Research published a 100-page short report on the Adani Group. Within ten days, $150 billion in market capitalization had…
2 months ago
China Debt Trap Africa 2026 : Sovereign Collateral Architecture & Cross-Default Triggers | GP/LP Analysis - 3 Red Flags | EP14 T2
Season 2 Episode 14
The confidentiality clauses in the loan agreements were non-standard. The collateral was infrastructure, not cash. The cross-default triggers gave th…
2 months ago
China Debt Trap Africa 2026 : How Infrastructure Loans Became Asset Seizures — EP14 T1
Season 1 Episode 14
China has extended over $1 trillion in infrastructure loans to developing countries across Africa, Asia, and Latin America. When borrowers default, …
2 months ago