Money Stuff: The Podcast cover image

Awkward Pauses: Tariffs, Basis, Leverage

Money Stuff: The Podcast

00:00

Understanding Basis Trades and Market Dynamics

This chapter explores the intricacies of the basis trade and its implications for financial markets, particularly regarding contagion and deleveraging. It examines market leverage, the current scale of basis trades, and contrasts them with asset swaps while shedding light on interest rate derivatives and treasury bonds.

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