I’ve Been Obsessing About This Graph; Check-In On Eurasia Group’s 2022 Calls; A Chat With Scott Alvarez; Crypto Update (Are You Getting Tired Of This…
Central Bank Balance Sheet Retrenchment; Liquidity Driven Markets Update; Climate Change Is Also Unprecedented
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The Value of Reliable Information; Predicting Recession; R* stuff; “The Most Game-changing Challenge We Face”; Intermediary Balance Sheets and the…
Updates on: Emerging Markets; LME Nickel; Home Prices; European Gas; Russia/Ukraine War on Insurance; Crypto
Berlin, We Have A Problem; A.I. Model Risk Mitigation
I thought I was done; Voyager Lied About FDIC Insurance; Crypto Market Structure; Regulators, Etc. React
Fed Tightening; Risk Premia; GDPNow; Credit Spreads; Inflation; Japan; The First Global Credit Crisis; Jay Newman on EM; Compliance; Does the G in ESG…
Understand the Market; Are You Over-Concentrated?; Stablecoins Are Not Stable; DeFi Lending Protocols Can Be Raided; Custody and Rehypothecation; Know…
What Is The Crypto Value-Chain? Crypto-Apocalypse (Leverage & Hubris)
Don’t Fight The Market; Inflation; A Hairy Eyeball Story; When VaR Spikes; Counterparty Default - Followup; Celsius = Crypto MF Global; Elliott Sues…
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A Personal Appeal; Stepping Back - Technology is Still Deflationary
You've Never Been Through QT; What is the Effect of QT?; Collateral Chains; Office Real Estate Apocalypse; Counterparty Default?; Lee Buchheit Says Its…