
Real Vision: Finance & Investing The Next Big Trade - Jeff Snider on the “Grotesquely Upside Down” Eurodollar Futures Curve
Aug 14, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
Is That What You Mean, That You're Already Discounting?
01:36 • 6min
Is There a Balance in the Long Term Curve?
07:31 • 2min
Dola Money Markets - Do You See Any Stress?
09:08 • 5min
Is There a Collateral Squeeze?
13:58 • 5min
Is M Two a Good Thing?
18:29 • 2min
The Compositional Effect of Banking Supervisory Rules
20:25 • 3min
Are the Banks the Epi Centre of Risk Taking?
23:41 • 2min
The Fortress Balance Sheet
25:40 • 4min
Do Reserves Matter?
29:37 • 5min
Inflation Expectations in the Tips Market
34:19 • 2min
Two Year Break Evens, I Can't Reverse Engineering That
36:32 • 3min
What's Going to Change J Powell's Mind?
39:45 • 2min
What's Going to Break?
41:31 • 4min
Is China the Primary Source of Our Dollar Issues?
45:09 • 2min
Real Estate Market Crisis
46:46 • 3min
The Chinese Real Estate Market Is a Game Changer, I'm Not an Expert on China
49:20 • 2min
Is the Long End of the Curve Really Steeping Out?
51:01 • 3min
