Published By
Created On
8 Mar 2024 17:00:28 UTC
Transaction ID
Cost
Safe for Work
Free
Yes
Leveraged Wall Street Trade Is Draining Fed's Reverse Repo Facility | Lou Crandall & Joseph Wang
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.
VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/
__
Follow Joseph Wang on Twitter https://twitter.com/FedGuy12
Follow Lou Crandall on Twitter https://twitter.com/Fedwatcher
Joseph's piece on Real Rates: https://fedguy.com/higher-real-rates-for-longer/
More about Wrightson ICAP: https://www.wrightson.com/
Follow VanEck on Twitter https://twitter.com/vaneck_us
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
__
Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london
__
Timestamps:
00:00 Introduction
00:40 Reverse Repo Decline Driven By A) Decline In Fed's Balance Sheet And B) Increased Supply Of Treasury Bills And C) Private Repo Market Demand
05:45 The Liquidity Demands Of The Basis Trade (Long Cash Treasurys / Short Treasury Futures) Is Drawing Money Out Of Fed's Reverse Repo (RRP) Facility
12:40 VanEck Ad
13:22 Lou's Accurate Prediction On Why Fed's Bank Term Funding Program (BTFP) Would Not Be Renewed (It Wasn't)
17:10 Fed's Balance Sheet Policy: Quantitative Tightening (QT)
25:23 Summary From Jack
26:54 Money Market Data Could Indicate QT Will Continue For Longer
33:08 Interest Rate Outlook On Fed Cutting Cycle
37:11 Inflation And Real Interest Rates
43:37 Potential Government Shutdown In U.S.??
46:27 Tax Season Approaches! The Plumbing Of Refunds
49:25 Joseph's Closing Thoughts On U.S. Fiscal Situation
__
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
...
https://www.youtube.com/watch?v=HzjR80wcYik
VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/
__
Follow Joseph Wang on Twitter https://twitter.com/FedGuy12
Follow Lou Crandall on Twitter https://twitter.com/Fedwatcher
Joseph's piece on Real Rates: https://fedguy.com/higher-real-rates-for-longer/
More about Wrightson ICAP: https://www.wrightson.com/
Follow VanEck on Twitter https://twitter.com/vaneck_us
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
__
Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london
__
Timestamps:
00:00 Introduction
00:40 Reverse Repo Decline Driven By A) Decline In Fed's Balance Sheet And B) Increased Supply Of Treasury Bills And C) Private Repo Market Demand
05:45 The Liquidity Demands Of The Basis Trade (Long Cash Treasurys / Short Treasury Futures) Is Drawing Money Out Of Fed's Reverse Repo (RRP) Facility
12:40 VanEck Ad
13:22 Lou's Accurate Prediction On Why Fed's Bank Term Funding Program (BTFP) Would Not Be Renewed (It Wasn't)
17:10 Fed's Balance Sheet Policy: Quantitative Tightening (QT)
25:23 Summary From Jack
26:54 Money Market Data Could Indicate QT Will Continue For Longer
33:08 Interest Rate Outlook On Fed Cutting Cycle
37:11 Inflation And Real Interest Rates
43:37 Potential Government Shutdown In U.S.??
46:27 Tax Season Approaches! The Plumbing Of Refunds
49:25 Joseph's Closing Thoughts On U.S. Fiscal Situation
__
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
...
https://www.youtube.com/watch?v=HzjR80wcYik
Author
Content Type
Unspecified
video/mp4
Language
English
More from the publisher
Controlling
VIDEO
NO CL
no-clear-sign-of-recession-yet,-says
Nick Reece, Vice President of Research at Merk Investments, joins Jack Farley to share his outlook on the business cycle. He goes through a checklist of topics to dive deeper into including inflation, unemployment rates, mortgage rates and more.
Are we currently facing a recession? According to data that the Business Cycle Dating Committee uses, Reece seems to not believe so. But that’s not to say that the US will not go through another recession at some point. Reece explains once job reports come out, we can determine economic projections.
Filmed on July 7, 2022.
--
Follow Nick Reece on Twitter https://twitter.com/nicholastreece
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
--
Bit.com is a full-suite cryptocurrency exchange launched by Matrixport, an integrated financial services firm headquartered in Singapore. Since August 2020, Bit.com has been online supporting the spot, perpetual, futures, fixed income and options products, with a particular highlight being pioneers to launch BCH options. Bit.com is the second-largest in the BTC and ETH options market.
Call to action: For any further enquiry, please contact vip@bit.com.
Sign up URL: https://bit.ly/3KlgLR3
App download URL: https://bit.ly/3xer6uI
--
Timestamps
00:00 Introduction
00:35 Nick's Outlook of the Business Cycle
11:13 Getting the Federal Reserve In Trouble
18:18 Expectations on Gas and Inflation
21:28 Unemployment and Inflation in the Cycle
28:54 Bit.com Ad
29:25 Recession on a Global Scale
32:10 PMIs
37:35 The Fed's Attempt to Combat Inflation
45:20 Where Priorities are Placed at the Federal Reserve
46:15 Projections for the Business Cycle
49:17 Asset Allocation
58:15 Looking at the Price to Earnings Ratio
1:00:45 Looking at Liquidity
1:04:58 Are We In A Recession?
1:09:58 Investments Nick Is Excited About
--
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
...
https://www.youtube.com/watch?v=O0y3TU2y-w8
Transaction
Created
1 year ago
Content Type
Language
video/mp4
English
Controlling
VIDEO
WHY 2
why-20-of-my-portfolio-is-in-crypto
On today's episode of Empire, Jason Yanowitz and Santiago Roel Santos are joined by "Shark Tank" Investor and prolific entrepreneur Kevin O'Leary.
We discuss Kevin's view on the current macro environment, how crypto will be the 12th sector of the S&P, why NFTs could be bigger than crypto, and the enormous opportunity for clean Bitcoin miners. Don't miss out on Kevin's unique insights and passion for the crypto industry.
--
Follow me and Santiago on Twitter, @JasonYanowitz and @santiagoroel; let us know what you thought of the show!
Subscribe to the podcast on Spotify: https://open.spotify.com/show/4UTePv1CR3APdKOiosR3Iq?si=41bc452345b649f9
Subscribe to the podcast on Apple: https://apple.co/3srZf7M
--
Timestamps
(00:00) Introduction
(00:38) The Macro Landscape
(05:10) Investing In Crypto
(08:04) Crypto Will Be The 12th Sector Of The S&P 500
(13:11) The End State Of Stablecoins
(14:54) Progressive Crypto Regulation
(17:57) Timing The Market
(19:50) NFTs
(23:57) Customer Retention In Crypto
(28:12) Clean Energy Mining
(38:55) Taxing Unrealized Capital Gains
(41:02) Is America Losing Its Competitive Edge?
--
Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
...
https://www.youtube.com/watch?v=BrN2cZT0SNU
Transaction
Created
1 year ago
Content Type
Language
video/mp4
English
Controlling
VIDEO
XI'S
xi's-fiery-speech,-jobs-report,-nydig
In this week's episode, Mike and Tyler covered Xi Jinping's 100th Anniversary speech, the jobs report, and NYDIG's recent spate of partnerships that make it one of the most important companies in crypto.
Also, referenced in this week's episode is this clip from Charlie Munger who agrees with the CCP censoring Jack Ma.
https://twitter.com/johncardillo/status/1410943453228306433
00:00 ・ Introductions
02:05 ・ Xi Jinping's 100th Anniversary speech
10:38 ・ Chinese Stock Market and its global effects
19:01 ・ Implications of the jobs report
28:40 ・ NYDIG's recent partnerships highlight its power
---
On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.
With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products, lending as well as asset management. Download the Matrixport App now to earn 30% APY on USDC. Learn more at https://onthemargin.link/matrixport
---
Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more.
https://blockworks.co/brettonwoods/margin
---
If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter
On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.
...
https://www.youtube.com/watch?v=bfulRQjnLIY
Transaction
Created
1 year ago
Content Type
Language
video/mp4
English
Controlling
VIDEO
THIS
this-bear-market-isn't-over-yet-thomas
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Thomas Thornton of Hedge Fund Telemetry joins the show to discuss the equity bear market in 2022.
Tommy walks through what has happened in 2022, and what to expect in 2023 as investors face uncertainty if the recent rally is a bear market rally, or a bottom. Tommy goes on to discuss the energy trade and where the best risk/reward is in markets right now. Finally, Tommy shares his actionable trade idea, but to hear that, you'll have to tune in!
--
Follow Tommy: https://twitter.com/TommyThornton
Follow Andreas: https://twitter.com/AndreasSteno
Follow Alf: https://twitter.com/MacroAlf
Follow Blockworks: https://twitter.com/Blockworks_
Subscribe To The Macro Compass: https://themacrocompass.substack.com/
Subscribe To Stenos Signals: https://andreassteno.substack.com/
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_macro_trading, you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.
--
Timestamps:
00:00 Introduction
00:38 Recent Moves In FX
07:24 The Yield Curve Doesn't Stop Inverting
12:10 Feature Interview: Thomas Thornton
15:57 How Tommy Manoeuvred Markets in 2022
17:46 The Recent Rally In Markets: Market Bottom, or Bear Market Rally?
22:12 “Curve Ad”
23:27 Tommy's Market Outlook Into 2023
34:45 The Energy Trade
37:07 Tommy's Actionable Trade Idea
41:14 Post Interview: Final Thoughts
--
Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
...
https://www.youtube.com/watch?v=-f-5U01n_60
Transaction
Created
1 year ago
Content Type
Language
video/mp4
English
Controlling
VIDEO
WHY C
why-crypto-is-africa’s-next-big-bet
In this episode of Empire, Jason and Santiago are joined by James Zhang of Jambo Technology, a crypto team pioneering the largest Web 3.0 super app in Africa. Discussing the foundation of Jambo to how it can empower the next generation of Africans, James Zhang provides an insightful perspective to the crypto infrastructure in Africa & how Web 2.0 companies are approaching Web 3.0.
They discuss the current state of crypto in Africa, developing web 3.0 infrastructure, Jambo's roadmap for Africa, China's investment in Africa and more.
-
ParaSwap:
If you want to make a swap at the best price across the DeFi market, check out paraswap.io. ParaSwap’s state-of-the-art algorithm beats the market price across all major DEXs and brings you the most optimized swaps with the best prices, and lowest slippage.
--
Empire is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/
Follow me and Santiago on Twitter, @JasonYanowitz and @santiagoroel; let us know what you thought of the show!
Subscribe to the podcast on Spotify: https://open.spotify.com/show/4UTePv1CR3APdKOiosR3Iq?si=41bc452345b649f9
Subscribe to the podcast on Apple: https://apple.co/3srZf7M
---
Timestamps
00:00 Introduction
01:18 Crypto in Africa
07:20 Working With Web 2.0 Companies
13:18 Chinese Investment In Africa
18:04 P2P Volume in Africa
21:21 Why Jambo Chose Africa
24:04 Jambo's Roadmap for Africa
29:10 Paraswap Ad
30:40 Crypto Infrastructure in Africa
39:09 Building on Web 3.0 vs. Web 2.0
--
Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed. Santiago and Jason both are both investors in Jambo.
...
https://www.youtube.com/watch?v=tG4CeYs2RaA
Transaction
Created
1 year ago
Content Type
Language
video/mp4
English
Controlling
VIDEO
NEXT
next-fed-meeting-will-be-big-catalyst
Jared Dillian, publisher of The Daily Dirtnap, returns to Forward Guidance to argue why he’s no longer bearish on natural gas, why he thinks the May Fed meeting could be a catalyst for gold, and why hedge fund managers who are still short officer REITs (real estate investment trusts) will get their faces he’s no longer bearish on natural gas. He discusses several essays from his latest book, “Those Bastards: 69 Essays On Life, Creativity, & Meaning.” Filmed on April 17, 2023.
Follow Jared Dillian on Twitter https://twitter.com/dailydirtnap
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
____
Use code GUIDANCE10 to get 10% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023
Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
____
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:
https://rb.gy/5weeyw
Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos
____
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Timestamps:
00:00 Intro
04:01 Shorting Commercial Real Estate Is A Crowded Trade
08:36 Outlook On Stocks
12:24 Healthcare Sector
14:53 Permissionless
15:56 "Gold Is Super Interesting"
19:26 Gold Mining Stocks
22:29 May Fed Meeting Could Be "Next Big Catalyst" For Gold
24:54 Is It Time To Get Bullish On Bonds?
27:25 "The Labor Market Will Weaken A Bit"
28:38 Jared's New Book
30:03 What Is Luck?
36:55 Blockworks Research
37:55 Is Finance Depraved?
...
https://www.youtube.com/watch?v=aQXH6Ez-PJs
Transaction
Created
1 year ago
Content Type
Language
video/mp4
English
Controlling
VIDEO
INFLA
inflation-has-peaked,-unless-oil
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM
Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
—
This week Mike & Mark discuss the recent sentiment in crypto markets. We then dive into this weeks CPI print, the bond market & how recessionary headwinds could start to emerge in the coming months. To hear all this & more, you’ll have to tune in!
—
Digital Asset Summit 2024 | London: https://blockworks.co/event/digital-asset-summit-2024-london
--
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mark: https://twitter.com/MarkYusko
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
...
https://www.youtube.com/watch?v=l2-Ql3ilFMo
Transaction
Created
7 months ago
Content Type
Language
video/mp4
English
Controlling
VIDEO
FINAN
financial-conditions-remain-loose,-how
This week, Andy Constan Founder of Damped Spring joins the show for a discussion on what the Fed needs to do in their fight against inflation. As CPI prints continue to come in hot, financial conditions remain loose & markets melt-up, will the Fed be able to cut rates in 2024? To hear all this & more, you'll have to tune in!
--
This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more.
For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial.
--
MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/
--
Follow Andy: https://twitter.com/dampedspring
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mike: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
--
00:00 Introduction
01:49 Inflation
06:38 Why Are Financial Conditions Loose?
14:51 Aura Ad
16:09 Mantra Ad
17:15 The Script: The Only Way To Kill Inflation
20:48 Stock Market Melt-Up
30:10 Is The Banking System Healthy, Or Not?
36:32 Looking Ahead To FOMC
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
...
https://www.youtube.com/watch?v=AGTBOHL_rMo
Transaction
Created
2 months ago
Content Type
Language
video/mp4
English
Controlling
VIDEO
THE N
the-next-big-short-the-debt-supercycle
Porter Collins and Vincent Daniels were some of the last investors to bet against the Federal Reserve and win. Over 13 years after the events of “The Big Short,” they reflect on the past decade wherein the Federal Reserve tamed asset price volatility by keeping short-term rates very low and steadily expanding their balance sheet via quantitative easing (QE).
Learning from this lesson, Daniels and Collins explains how Seawolf Capital largely avoided shorting stocks during 2021 because the Fed had the market’s back. Now that high inflation has forced the Fed’s hand to tighten monetary policy, Daniels and Collins think that 2022 will be an excellent year for short-selling, and that in particular the most vulnerable stocks are unprofitable growth companies that saw enormous price appreciation in 2020 and 2021. The pair explain why they remain bullish on nuclear energy, the cannabis industry, as well as stocks in the shipping and energy sector. Filmed on January 26 at 2pm ET (the same the day as the FOMC meeting).
Follow Porter Collins @Seawolfcap
Follow Vincent Daniels @VD718
Follow Jack Farley @JackFarley96
Follow Blockworks @Blockworks_
--
BCB is Europe’s leading provider of business accounts and trading services for the digital asset economy. With a dedicated focus on institutional payment services, BCB Group provides business banking, cryptocurrency and foreign exchange market liquidity for some of the world’s largest crypto-engaged financial institutions.
BCB Business Accounts allow businesses to load fiat currency and cryptocurrencies for payments, operations and trading purposes. BCB’s clients can trade FX and cryptocurrencies quickly and at scale, with market-leading value. BCB’s BLINC network is the European crypto industry’s first instant settlements network and one of the first real-time payment networks of its kind to allow free, real-time transactions across fiat and digital currencies.
For more information, please visit bcbgroup.com/jack.
--
Timestamps
--
00:00 Introduction
00:54 Price Discovery In A QE World
06:47 Lessons Learned in 2008
20:01 Modern Monetary Theory (MMT)
29:30 Is Tightening Bad For Growth Stocks?
33:14 Shorting Stocks
40:16 BCB Ad
41:24 The Fed
51:53 Credit Markets Are Calm - Why?
53:54 2000 Is A Better Analogue
1:00:38 SPACs
1:04:00 Investing in Cannabis
1:13:47 Nuclear Energy
1:18:48 The Energy Trade
1:22:34 Investing In Shipping
1:28:14 The Debt Supercycle
1:30:08 Crypto
1:35:50 Housing
1:43:13 The Return Of Lord Vol
_
If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter
...
https://www.youtube.com/watch?v=_b_HCd0ir3k
Transaction
Created
1 year ago
Content Type
Language
video/mp4
English