Episode #133 -- Danielle Dimartino Booth and Why the Fed Put Has to Die
Gold Goats 'n Guns Podcast
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The End of LIBOR and the Flip Over to SOPHRA
There's still $220 trillion worth of US dollar denominated offshore debt. The pushback against SOPHRA has just been of a magnitude. And I think it really has to do with reprising risk at this point, which is a very real thing. It's conceivable to me that you end up with this shadow LIBOR market.
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