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Insights UnlockedAuthor: Heimdall Capital
Insights Unlocked hosts discussions with investment professionals to unlock their insights regarding specific industries, companies, along with the broader markets. Hosted by Heimdall Capital. Language: en-us Genres: Business, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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S1E3 - Dollar Shortage, Fed Pivot, Yield Curve & More ft. Jeff Snider of Eurodollar University
Episode 3
Thursday, 3 November, 2022
Episode Notes Thrilled to chat this week with Jeff Snider, founder of Eurodollar University and one of the foremost experts on the global monetary system. He’s widely known for his unique perspective on all aspects of its misunderstood inner workings and how they impact global markets and the economy. Jeff joins me to dig into the cracks emerging within the financial system, the yield curve and the fundamental drivers of the dollar/collateral shortage. Enjoy! Specifically, we cover: Economic Conditions: Consumer and Corporate Health Is Current Inflation “Transitory”? Eurodollar Futures and the Potential Fed Pivot The Dollar Shortage Dollar Denominated Debt Growth & Liquidity Premiums Fed/SNB Dollar Swap Line Usage Why is there a Collateral Shortage? Historical Parallels to Our Current Situation Why is the Yield Curve so Heavily Inverted? Have We Seen the 10yr Yield Peak? Who are the Marginal Buyers of Treasuries Moving Forward? The $2T sitting in the Overnight Reverse Repo Facility Visit us @ heimdallcap.com This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice.












