AK Global
Very simple episode where we candidly share our frustrations with gold bugs and Austrian economists. While we are frustrated we share their core views of the world and think they have it right except for bitcoin. Enjoy.
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Full show notes: http://akglobal.libsyn.com
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https://www.marxists.org/archive/marx/works/1848/communist-manifesto/ch02.htm
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News regarding the repo market has died down as of late; however, things have gotten interesting despite the lack of headlines. We give an update on the repo market with special attention to the Fed’s extensions of policy. We briefly discuss QE (quantitative easing) in the form of treasury purchases. Then dive into how and why the Fed's policies are dangerous, and how bitcoin & gold are better to build a financial system on.
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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.
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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.
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Since the 2008 financial crisis, stock buybacks have been at historically elevated levels. These levels have accelerated since the Trump Tax cuts. We explain what stock buybacks are and the consequences of this poorly understood corporate policy.
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In this episode, we discuss monetary policy in Japan and its long term consequences. We also look at the relationship between the yen and the dollar, gold, and bitcoin.
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In this episode, we discuss the inversion of the US Treasury yield curve as well as the flattening of other global yield curves. A discussion on the ramifications of yield curve inversions follows.
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In this episode, we discuss negative interest rates and the implications of the negative interest rate policy recently pursued by Denmark’s Jyske Bank.
info_outlineIn this episode, we discuss the inversion of the US Treasury yield curve as well as the flattening of other global yield curves. A discussion on the ramifications of yield curve inversions follows.
Topics include:
US Treasury yield curve inversion
Yield curve in Japan, Germany, and France
Explanation of what the yield curve is and why it’s important
Possible responses by the Federal Reserve to the yield curve inversion
10 year sovereign bond rates globally
Links:
https://tradingeconomics.com/united-states/government-bond-yield
https://tradingeconomics.com/japan/government-bond-yield
https://tradingeconomics.com/germany/government-bond-yield
https://tradingeconomics.com/france/government-bond-yield
https://tradingeconomics.com/bonds