Kontrarian Korner cover image

Kontrarian Korner #71 - Roberto Rios

Kontrarian Korner

00:00

Fed, Stealth QE and Treasury Market Dynamics

Explains the Fed's 25bp cut, expanded liquidity tools, regulatory-driven demand for short-term Treasuries, Treasury buybacks, front‑end issuance and how stablecoins add short-end pressure.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app