

Hedge Funds Have Made Billions From This (This Could Get Ugly)
Nov 7, 2023
Exploring the conflict between hedge funds, regulators, and academics over the basis trade in the treasury market. Understanding the basis trade and its significance in the global monetary system. The impact of the basis trade on financial markets in March 2020. Uncovering the causes of the March 2020 treasury market blow up. Understanding FEMA, the basis trade, and liquidity risk.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Understanding the Basis Trade and Its Significance in the Global Monetary System
02:12 • 2min
The Basis Trade and its Impact on Financial Markets
04:39 • 5min
Uncovering the Causes of the March 2020 Treasury Market Blow Up
09:31 • 7min
Understanding FEMA, the Basis Trade, and Liquidity Risk
16:44 • 2min