Q&A #199
@Albertletoride-hz7oj (YouTube): Hi Jeff. I reckon bonds are you favorite financial assets to study and deal with. How would you see treasuries, gilts and EM sovereings (lets say Brazilians!) behaving in the oil shock we are facing ? @gratefuldad327 (YouTube): Please confirm that Iran insisting on oil and toll payment in Yuan is just noise? Could this kind of tactic ever displace dollar as GRC? @ianrayner7522 (YouTube): Jeff do you have any view on BitCoin vs Ethereum vs Solana? Do they have significantly different characteristics and what are the implicaations? @andrewsisson476 (YouTube): When do I buy TLT? @edwardsodke5860 (YouTube): Would you invest in gold or forign equities for insurance? @georgeolson6588 (YouTube): I have heard that spot Brent crude is trading at a significant premium to futures prices. Is this an example of extreme backwardation? What does this mean? @dubiousdandy904 (YouTube): How important - if at all - is the implied political violence of taxes and currency tender laws for debt settlement requirements when it comes to providing "value" to a currency? (e.g., Chartalism) @Albertletoride-hz7oj (YouTube): what about Brazilian bonds ? @yobsme (YouTube): what are puts and how does shorting work? @andrewc3881 (YouTube): What are you measuring when you talk about the unwind of the basis trade? How can we watch that?
