June 2023
Today we are making a Deep Dive into the one topic that seems to move markets more than any underlying fundamental condition: Liquidity.
Nic will share his deep knowledge into what he calls the “Plumbing” of the Market. He will explain Treasury General Accounts, Repo & Reverse Repo Facilities, the Fed Balance Sheet and most importantly the interaction between those facilities and their influence on financial markets and why maybe, just maybe, that you can’t trust everything that is put infant of you. At the end Nic answers a viewer question and gives away which Japanese High Tech Glasses Manufacturer he mentioned in our earlier show on Japan.(“Grey” Market talk on the 11-06-23 on Japan)