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The Real Engine of Investment | Brian Reynolds

Tyler Neville speaks with Brian Reynolds, Chief Strategist at Reynolds Strategy. Brian is one of the only Wall Street minds that analyzes unfunded public pensions and how they are the real engine that drives investment across the entire capital structure. Brian believes we are entering a new bull market where fixed income investors are leading the next frontier into bitcoin which he has dubbed, "the sub-priming of bitcoin". All this and more on this episode of Generational Arbitrage! --- Generational Arbitrage 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, visit http://blockworks.co/podcasts.

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Bank Of Japan's Week Of Bond Market Meddling Spikes Global Yields

Developed markets globally saw a dramatic rise in sovereign bond yields that spanned this whole week - notably at the long end of US Treasuries. Some attribute the move to Fitch Ratings downgrade of US debt, while others point to the government's announcement to boost its bond issuance in the coming months. Following up from the previous episode of Market Depth, Weston Nakamura shows how this week's global bond rout not only stems directly from the Japanese Government Bond market and the Bank of Japan's recent surprise policy change to the way in which it conducts Yield Curve Control policy, but also how previous major episodes of extreme global bond market volatility had been triggered by an illiquid, malfunctioning JGB market, and Bank of Japan meetings as market moving catalysts. In light of these recent developments in policy experimentation and purposeful obfuscation by the central bank, Weston also provides an explainer on a "trading-day-in-the-life" of a Bank of Japan bond buying operation for a critical dose of clarity as we move forward with Bank of Japan's experimental processes. -- Follow Market Depth On Spotify: https://spoti.fi/3mVTs9U Follow Market Depth On Apple Podcasts: https://apple.co/40dA2vm Follow Weston: https://twitter.com/acrossthespread Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on Market Depth 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.

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Governor Kuroda: The Decade’s Most Consequential Central Banker

In this debut episode of Market Depth, Tokyo- based Weston Nakamura takes a deep dive look into Haruhiko Kuroda’s decade-long tenure as the Governor of the Bank of Japan, who leaves his post as the most consequential major central banker in the modern era. Governor Kuroda was appointed (then re-appointed for a rare second term) by Prime Minister Abe in 2013, specifically to carry out radically aggressive monetary easing measures- for which Kuroda delivered upon from his very first policy meeting with QQE. A decade later, Kuroda certainly has delivered- perhaps even overdelivered on the “easing without backing down” promise by conducting the world’s largest and now increasingly controversial experiment in monetary policy easing: yield curve control. As Kuroda now hands the keys over to a new governor, the Bank of Japan now owns more than half of the Japanese government bond market, and is capping long term yields at explicit levels by policy, battling market forces that are pushing for a higher yielding environment against a backdrop of inflation at 40 year highs. Despite a 4% CPI reading in Japan, Governor Kuroda’s only regret is that he “was unable to achieve the 2% inflation goal.” Whether Kuroda had achieved his objectives or not is up for debate. The question is - in the process of attempting to pull Japan out of a deflationary spiral, did Governor Kuroda create a meteoric 500 trillion yen bubble in JGBs? And what happens when he is no longer there to keep the largest bubble in history inflated? -- Follow Weston: https://twitter.com/acrossthespread Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on Market Depth 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.

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A Fed Pivot From Hawkish To...More Hawkish!

On today's edition of Boiler Room, Alfonso Peccatiello walks through his most recent article on The Macro Compass titled "A Pivot From Hawkish To...More Hawkish". This week, the Fed raised rates by 75bp. Many expected the following press conference to be dovish and markets rallied upon anticipation. As soon as Powell spoke, those gains reversed as Powell reiterated “it’s very premature to think about pausing”. Alfonso breaks down the Fed conference, but to hear that, you'll have to tune in! — Referenced In The Show: A Pivot From Hawkish To...More Hawkish: https://themacrocompass.substack.com/p/from-hawkish-to-more-hawkish#details Minutes of the Meeting of the Treasury Borrowing Advisory Committee November 1, 2022: https://home.treasury.gov/news/press-releases/jy1074 __ Timestamps: (00:00) Intro (01:07) Powell's Press Conference (06:55) Powell Aims To Regain Credibility (10:19) A Fed Pivot From Hawkish To...More Hawkish! (12:25) Monetary Plumbing: Treasury General Account & Reverse Repo __ Disclaimer: Nothing discussed on Boiler Room 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.

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Jared Bibler: Iceland's Secret - The Untold Story of the World's Biggest Con

Link to Jared's book - Iceland's Secret: The Untold Story of the World's Biggest Con: https://amzn.to/3EQ0xxX On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Jared Bibler author of Iceland's Secret: The Untold Story of the World's Biggest Con. Alfonso and Jared draw parallels between the financial fraud that took place in Iceland during the 2008 financial crisis, and the recent fallout of FTX. History doesn't repeat itselt, but it often rhymes. What is it that causes financial fraud and excessive leverage time and time again throughout history? To find out, you'll have to tune in! -- Follow Jared: https://twitter.com/jared_bibler Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ -- Referenced In The Show: All They Told You About Money Printing Is Really, Really Wrong: https://themacrocompass.substack.com/p/money-printing-myths#details Iceland's Secret: The Untold Story of the World's Biggest Con: https://icelandssecret.com/ -- Timestamps: (00:00) Introduction (00:45) All They Told You About Money Printing Is Really, Really Wrong (03:37) The Untold Story of The World’s Biggest Con (11:54) Parallels With The FTX Fallout (15:55) History Doesn't Repeat, But It Often Rhymes (21:17) How Did The Situation In Iceland End? (24:33) Final Thoughts -- Disclaimer: Nothing discussed on Boiler Room 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.

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Will The Fed Get Their Soft Landing? | Viktor Shvets

On this Tuesday's edition of “Boiler Room,” Alfonso Peccatiello is joined by Viktor Shvets, head of global and Asia-Pacific strategy and managing director at Macquarie Group. With an investment banking career almost four decades long, Viktor shares his insights at the nexus of finance, technology, politics and history. Will the Fed will be able to carefully navigate its current rate hike and tightening cycle, or will it have to reverse its policy? Viktor walks us through his perspective on the situation. He also speculates on what the Fed's actions throughout 2022 spell for markets and other areas of the economy. To find out more, you'll have to tune in! -- Follow Viktor: https://twitter.com/ViktorShvets Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Read The Great Rupture: https://rb.gy/i66gyh Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (00:00) Introduction (00:55) Viktor's Market Outlook (05:19) Will The Fed Get Their Soft Landing? (10:28) Trouble In Forex Markets: Japanese Yen (15:48) Unpacking The R-Star (24:11) Will Central Banks Have To Reverse Their Policy? (29:09) Regime Change Is Overhyped

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The Art Of Macro Portfolio Construction | Alfonso Peccatiello

On today's edition of "Boiler Room," Alfonso Peccatiello walks through his most recent article on The Macro Compass titled "On The Art Of Macro Portfolio Construction". Many investors have a macro thesis, but how can you translate that into an actionable portfolio? Alfonso breaks down how he approaches portfolio construction by walking through his macro compass model and how these 4 quadrants can influence asset allocation for different periods of the business cycle. -- Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Read On The Art Of Macro Portfolio Construction: https://themacrocompass.substack.com/p/macro-portfolio-construction#details -- Timestamps: (00:00) Introduction (02:21) The Macro Compass Model (06:03) CAD/JPY (09:06) Structuring A Portfolio With Limited Correlations (12:33) Final Thoughts -- Disclaimer: Nothing discussed on Boiler Room 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.

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A $70 Million Decentralized Organization Is Returning Its Funds To The Community, Find Out Why. (Exclusive Interview With Digix Co-founder Shaun Djie)

DigixDAO is arguably the world's oldest decentralized autonomous organization (DAO) and has been a pioneering innovation in the crypto asset industry since its inception in March 2016. In addition, Digix was the first crowdsale based on Ethereum. It was launched to manage the minting of stablecoins backed by gold through the use of smart contracts on Ethereum. In January 2020, almost four years since the inception of the project, the holders of the DigixDAO token voted to dissolve the DAO and return the 380,000 ETH held by it to the token holders. What happened? Hany Rashwan, Lanre Ige, and Hansen Wang from the Amun team are joined by . Digix co-founder Shaun Djie to discuss Digix's journey from launching the world's first DAO and minting the first gold token to the passing of the vote for the dissolution of the DAO. --- This podcast is presented by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: blockworksgroup.io

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History Doesn’t Repeat Itself, But It Often Rhymes | Alfonso Peccatiello

On today's edition of "Boiler Room," Alfonso Peccatiello walks through his most recent article on The Macro Compass titled “Wait: Is It 2001 Again?!” This week, Alfonso draws parallels between the 2000 - 2001 period by looking at inflation, equities & bond market performance. As markets have caught many investors off guard this year, it’s important to look back throughout history to inform asset allocation. As Mark Twain famously said “History doesn’t repeat itself, but it often rhymes”. Just how similar is the 2000 - 2001 period compared to today? To find out, you’ll have to tune in! -- Follow Alfonso Follow Blockworks Subscribe To The Macro Compass Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter -- Referenced In The Show: Wait: Is It 2001 Again?! -- Timestamps: (00:00) Introduction (02:45) Refreshing The Macro Framework (07:16) The Monetary Policy Stance Remains VERY TIGHT (10:06) The Powell Credibility Indicator (11:06) Early 2001 Is Here, Again! -- Disclaimer: Nothing discussed on Boiler Room 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.

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Brent Johnson: The U.S Dollar Wrecking Ball

On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Brent Johnson of Santiago Capital for a discussion on the US dollar. Known for his popular dollar milkshake theory, Brent says the U.S dollar wrecking ball is wounding the global economy. Recession looms as markets continue their sell-off, financial conditions tighten, and emerging markets scramble to pay off dollar-denominated debt — capital is just starting to get sucked down the dollar black hole. Just how badly will this end for global balance sheets? You’ll have to tune in to find out. -- Follow : https://twitter.com/SantiagoAuFund Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Total credit to non-bank borrowers by currency of denomination: U.S Dollar https://stats.bis.org/statx/srs/table/e2?m=USD&f=pdf ECB Is Discussing Crisis Strategy as Well as Pandemic Program Reinvestments: https://www.bloomberg.com/news/articles/2022-06-15/ecb-is-discussing-crisis-strategy-as-well-as-pepp-reinvestments#xj4y7vzkg -- Timestamps: (00:00) Introduction (00:41) The Dollar Milkshake (05:57) U.S Dollar Denominated Debt (14:00) Rising Dollar, Gold, Equities & Rates (18:50) The Dollar Black Hole -- Disclaimer: Nothing discussed on Boiler Room 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.

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Blockworks connects investors and businesses in onchain capital markets. We give businesses a platform to earn trust and provide investors with the data and information they need to underwrite the asset class.

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The Real Engine of Investment | Brian Reynolds

Bank Of Japan's Week Of Bond Market Meddling Spikes Global Yields

Governor Kuroda: The Decade’s Most Consequential Central Banker

A Fed Pivot From Hawkish To...More Hawkish!

Jared Bibler: Iceland's Secret - The Untold Story of the World's Biggest Con

Will The Fed Get Their Soft Landing? | Viktor Shvets

The Art Of Macro Portfolio Construction | Alfonso Peccatiello

A $70 Million Decentralized Organization Is Returning Its Funds To The Community, Find Out Why. (Exclusive Interview With Digix Co-founder Shaun Djie)

History Doesn’t Repeat Itself, But It Often Rhymes | Alfonso Peccatiello

Brent Johnson: The U.S Dollar Wrecking Ball

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