Q&A #203
@mariogomez3745 (YouTube): Hi Jeff!! Long time to ask!! I have been following closely 🙂 Could you explain the main difference between on and off-the-run treasuries and why the on-the-run are more liquid and appreciated ? @Albertletoride-hz7oj (YouTube): Hi Jeff. You often ask what could eventually replace the eurodollar system. Could mega-cap corporate liabilities become quasi-money in a kind of techno-feudal world ? @tombrady7991 (YouTube): Is there anything besides prices to focus on and see if the Oil shock is reaching a critical point for the economy? @dubiousdandy904 (YouTube): Chinese household incomes continue to deteriorate, as does quality of real estate debt. Should we expect toxic waste in Chines debt markets? -that's tied to regional governments and offshore leverage. @dubiousdandy904 (YouTube): Chinese household incomes continue to deteriorate, as does quality of real estate debt. Should we expect toxic waste in Chinese debt markets?-that's tied to regional governments and offshore leverage. @dubiousdandy904 (YouTube): Blue Owl court got me thinking about the relationship for pricing and valuations in private credit. There are textbook definitions of valuation methods, but what might be EDU/red-pilled explanations? @gratefuldad327 (YouTube): Anything notable about upcoming June quarterly collateral crunch? @tombrady7991 (YouTube): Vs. '08 there seems to be more smaller scale threats. Private Cred, commercial RE, Asset bubble, Foreign weakness (China), resi real estate if Melody Wright is right. Is Domino effect the threat here? @dubiousdandy904 (YouTube): Jeff, are you looking forward to the next quarterly TIC data? I wonder what it might say about resales vis-à-vis the UAE and - perhaps more importantly - India, along with the Fed H.4.1 data.
