Q&A #195
@Albertletoride-hz7oj (YouTube): Do you think the plumbing is so much stronger than in 2008 that it could fend off any crash through balance sheet engineering and massive dealer and central bank liquidity? @dubiousdandy904 (YouTube): The closing of the Straight of Hormuz has cutoff access to significant fertilizer resources. Do you expect to see eventual distortions in non-discretionary spending in our flat Beveridge world? @dubiousdandy904 (YouTube): Jeff, I see a presentation by Mike on the EDU website for that EDU live, but the video presentation description describes your presentation on Socialism. @gratefuldad327 (YouTube): Is there a worst case scenario with this Iran war that could destabilize US Treasuries? Like USA taking a big fall geopolitically? @sunshineretired2582 (YouTube): that sounds like goodnews nothing to worry about, nothing to see here, just keep investing. @SebastianPereira (YouTube): as oil climbs, developing nations cut use of it? will the cumulative effect e enough to worsen the global economy? can they restart their economies fast after the oil shock? @dubiousdandy904 (YouTube): For the latest Chinese GAC import/export data, did you identify meaningful corroboration to those outliers in the Chinese Ministry of Commerce balance of payments and Foreign Direct Investment data? @SantiagoAlessandri (YouTube): If the deterioration in private credit continues. Opportunistic credit funds can be profitable. What it is not clear to me is whether it's better to get in those before or after major cracks happen? @ggonz9017 (YouTube): Charting the CPI during 1970's, %chg on yr earlier & 2020, this seems to mirror quite remarkably: x= months out with 0 being i believe 1970 peak; at present this looks like we could be 48mos out from @C.P101 (YouTube): Jeff do you find downside risk across U.S. markets priced in at this point or might it be sensible for traders to be short June 2026 contracts
