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Ep.108 Real Conversations: Market Risks + Opportunities | Mike Green & Mike Taylor w/ Keith McCullough

Hedgeye Podcasts

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Analysis of Liquidity and Government Spending

This chapter discusses the financing of a bill purchase using reverse repo and speculates on the future decrease in liquidity. It also suggests that banks may have their capital requirements relieved to enable them to buy more bills, while addressing challenges in government spend, the potential impact of the 2024 election, and the difficulty in funding overspending.

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