Understanding Dollar Repo Madness with Danielle DiMartino Booth and George Goncalves

Understanding Dollar Repo Madness with Danielle DiMartino Booth and George Goncalves

Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision. As former insiders of the Dallas Fed and US Treasury primary dealers, Danielle and George deconstruct the US Dollar liquidity problems and help clarify the major structural issues confronting the repo markets. Filmed on September 18, 2019 in New York - introduction provided by Drew Bessette. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(1955)

The Knock-On Effect #22 - Why the trucker shortage matters, part 2

The Knock-On Effect #22 - Why the trucker shortage matters, part 2

How does the recent mandate to electronically log trucker hours impact the labor force, Amazon and U.S. consumers? Justine and Alex speak with Will Pletcher, president of transportation company MCAH Ltd, about surging wages and costs in trucking. Will also sets the record straight on some common trucker stereotypes. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Nov 201834min

The Knock-On Effect #21 - Why does the growth of China's billionaire class mean wine bottles will get a lot more complicated?

The Knock-On Effect #21 - Why does the growth of China's billionaire class mean wine bottles will get a lot more complicated?

If the trade war winds down, why might we see more security measures on wine bottles? Alex and Justine discuss, touching on nail-biting auctions, vineyard pests and new uses for the blockchain. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Okt 201840min

The Knock-On Effect #20 - Why might our honey obsession lead to more mini-robotic drones?

The Knock-On Effect #20 - Why might our honey obsession lead to more mini-robotic drones?

How does the health food craze contribute to the production of drones? Justine and Alex discuss, touching on global smuggling rings, food fakery and sauerkraut flavored honey. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Okt 201836min

The Knock-On Effect #19 - Elections, Payday Loans & Stolen Goods

The Knock-On Effect #19 - Elections, Payday Loans & Stolen Goods

If the Republicans maintain control of Congress, why might it become easier to buy stolen goods by accident? Alex and Justine discuss, also touching on wordy regulations, the emotional reaction to wealth disparities, and Justine's mixed driving record. Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Okt 201847min

The Knock-On Effect #18 - Why will trucking surveillance lead to problems for holiday shoppers?

The Knock-On Effect #18 - Why will trucking surveillance lead to problems for holiday shoppers?

Why does a recent mandate for increased workplace surveillance spell trouble for retailers? Justine and Alex discus — also touching on implanted microchips, byzantine trucking regulations, and Alex’s affinity for “the open road.” Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Okt 201845min

The Knock-On Effect #17 - Why does increased NASA funding mean Qatar could lose an honor?

The Knock-On Effect #17 - Why does increased NASA funding mean Qatar could lose an honor?

Who stands to profit from the next era of space exploration? Alex, Justine and Roger discuss, touching on international space law, libertarians on Mars, and Justine's favorite intergalactic snack food. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Sep 201830min

The Knock-On Effect #16 - Online ads and grocery store shifts?

The Knock-On Effect #16 - Online ads and grocery store shifts?

What impact will the growth of online advertising have on your local grocery store? Justine, Alex and Roger discuss — also touching on cookie wars, mysterious Senate hearing testimony, and Roger’s favorite breakfast. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Sep 201840min

The Knock-On Effect #15 - South African Meat and Large-Cap Tech

The Knock-On Effect #15 - South African Meat and Large-Cap Tech

What does cheaper South African biltong have to do with a rally in large-cap U.S. tech stocks? Roger, Justine and Alex discuss the knock-on effects of the shifts in emerging market currencies— also touching on earnings excuses, the myopic U.S. rally, and romantic questions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Sep 201825min

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