Real Vision: Finance & Investing

What Are Global Money Flows Telling Us?

Feb 27, 2023

37:13

Creator website

Episode guests

Geo Chen

Mike Green

Highlights

AI Chapters

Episode notes

What's Up, Revolutionary?

02:05

Investing in China Stocks

02:45

Do You Worry About a Failure?

02:09

Introduction

2min

Risk Assets Track Global Liquidity Very Closely

3min

Are You Watching the BOG?

2min

Is the Fed Changing the Capital Requirements for Shortfall Trades?

3min

Do You Worry About a Failure?

2min

Tavala, Eat Well Easily - The First of Its Kind Meal Service

3min

Is the BOG Going to Pull the Rug Out of the Bond Market?

3min

Do You Think the Fed Is Just Not Working?

3min

Finesse Macro - What's Going On?

2min

10.

Is Gold Going to Move to the Upside?

2min

11.

Is There a Risk That Isn't Being Factored Into the Market?

2min

12.

Is the China Reopening a Good Idea?

2min

13.

Investing in China Stocks

3min

14.

What's Going to Go Up the Most?

2min

15.

Do You Think the Fed's Framework Is Broken?

2min

16.

What's Up, Revolutionary?

2min

Tech stocks are leading U.S. equities higher as bond yields pull back — but not until after the 2-Year Treasury note hit its the highest level since January 2007. Maggie Lake is joined by Geo Chen, director of Three Quays Pte. Ltd. and the author of Fidenza Macro, to hear how bond market volatility and global liquidity dynamics are moving markets. Plus, we’ll hear from Simplify chief strategist Mike Green, who explains why he’s so worried that the current environment looks like 1929. You can watch that entire interview here: https://rvtv.io/3IYdyZB

You can read all of Geo’s work here: https://fidenza.substack.com

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Real Vision: Finance & Investing

What Are Global Money Flows Telling Us?

Episode guests

What's Up, Revolutionary?

Investing in China Stocks

Do You Worry About a Failure?

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Discoverhighlights

Save anymoment

Share& Export

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