Eurodollar University cover image

Interviewing Russell Napier: What the Asian Financial Crisis Wrought [Ep. 160]

Eurodollar University

00:00

The Short-Term Portfolio Flows

Short-term debt flows were fairly invisible because these were not done through bond markets credit markets These were done in bank loans. The top of the market was conditioned by large parent account deficits very purely funded You then had to find the trigger to stop the capital coming in and that was the crucial thing. It's a legacy at this time, we didn't know it was going on So when I began to stumble across it it was really looking at Things like deal logic Which was tracking the syndicate of loan flows in Asia.

Play episode from 04:51
Transcript

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