AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Joseph Wang & Alex Etra: Trillion-Dollar Liquidity Drain Imminent
Forward Guidance
The Long Cash Bond Position of Asset Managers
A lot of flattening's happened. A lot of people were flattened in September 2019. I think that's why the Fed had to do repo injections as well as March 2020. Alex, what do you make of this as someone who follows positioning really closely?Yeah. So I'd say a couple of things. One, as somebody who tracks flows quite closely, maybe just add a little bit of perspective on the long cash bond position that we're seeing from asset managers in the CFTC data.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode