Is There a Risk of Another Flare-up in Banking? w/ Geo Chen
Real Vision: Finance & Investing
00:00
The Fed's Limits on Liquidity
Geo: We are seeing a drastic drain of liquidity over the next four months, and then you just have QT going on for 80 billion a month. I think we are going to find out this year that there is a limit to how far the Fed can tighten liquidity and reduce balance sheet. Tech stocks had a great year; Bitcoin hasn't managed to trade alongside text but both are going to rise in tandem again. Geo: Who would be buying new T bills? That's a hard question because they're pretty attractive right now.
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