Q&A #145

Is crypto going to take over? What to do with TLT? Can anyone survive higher than zero rates? Is the 10-year going to 6.5%? Doesn’t the world need more liquidity? Is South Korea headed for a crisis? Are Swiss francs king? Was SVB really two years ago already? Is Jeff a Bessent fan? Why aren’t higher interest rates binding? What’s in those frames? Are we headed for a reset?

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Collateral as Currency, Part 1

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Weekly Recap #105