Toby Nangle on What We Just Learned From Gilt Market Madness
UK financial assets just experienced once-in-a-generation type moves in the wake of the government's mini-budget announcement. Not only did both gilts and the pound sell off dramatically, they rebound...
6 Okt 202246min
What Is Really Going On With Rent and Healthcare Inflation?
One of the biggest drivers of inflation is rent. Arguably, it's the whole ballgame right now. If rent growth stays firm, it's hard to see inflation getting back to the Federal Reserve's intended targe...
3 Okt 202243min
Marko Papic on What Markets Got Wrong About Russia's Invasion of Ukraine
When Russia invaded Ukraine, there was a widespread expectation of a surge in prices for numerous commodities. That happened initially, but by and large things have not played out the way many investo...
29 Sep 202251min
Pierre Andurand on What Europe Needs to Do This Winter
Europe is facing an energy crisis and there are some dire predictions about how it will deal with the upcoming winter, when demand for electricity and heating oil are expected to surge. But commoditie...
26 Sep 202250min
Former CFTC Chair on How to Regulate Stablecoins Without Passing Any New Laws
Stablecoin regulation has become a hot topic, and for very good reason. For one thing, it's an extremely fast growing space. Stablecoins are also a primary way that the crypto interacts with the banki...
22 Sep 202242min
The Ethereum Network Just Experienced a Monumental Development
For years, it's been on the Ethereum roadmap to transition its blockchain from proof-of-work to proof-of-stake. Well, it's finally happened. This means that there are no more "miners" validating block...
19 Sep 20221h
Senator Pat Toomey on the Bad State of Crypto Regulation
Cryptocurrencies often don't fit neatly into traditional asset buckets. They're not exactly currencies. They're not exactly commodities. And while many share commonalities with stocks, there are diffe...
15 Sep 202236min
Zoltan Pozsar and Perry Mehrling Debate Bretton Woods 3.0
Credit Suisse strategist Zoltan Pozsar has found a new level of fame over the last year, arguing that we're witnessing the birth of a new currency regime that he calls "Bretton Woods 3.0". In this new...
11 Sep 20221h 12min
