Description

In this second part of AK5 Kent and Ansel finish up the discussion about the Repo market and dive into related topics regarding the future.

Topics include:

USTs becoming toxic

Wealth effect of dollars

Bitcoin flipping gold

Expat choices

Investing in Russia

Population and demographic trends

Links:
https://www.thestreet.com/investing/fixed-income/fed-extends-repos-until-nov-4-dealers-brace-for-193-billion-in-treasury-sales-15116925

https://www.newyorkfed.org/markets/opolicy/operating_policy_191004

https://fred.stlouisfed.org/series/WALCL

https://www.seeitmarket.com/qe-by-any-other-name/

https://www.cnbc.com/2019/10/08/powell-says-the-fed-will-start-expanding-its-balance-sheet-soon.html