Sunday , February 28 2021
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MAKING SENSE (podcast)

Summary:
Joining me for my inaugural podcast to try to make sense of this GFC2 (and more) is my colleague and fellow monetary enthusiast Emil Kalinowski. We talk repo, collateral, and why there are only dudzookas from the Fed.  It’s also the start and tip of the ice berg for what we hope will become a much bigger project: an expansive, collaborative Eurodollar University.  We’ll have much more to say about that plus making sense of this crazy world in what will be a regular, weekly feature expanding into a more comprehensive platform. There’ll be guests, more content, and eventually regular segments like reader/listener/viewer questions and feedback. This is your looking glass, the open window invitation to begin (or further) exploring the rabbit hole of monetary scholarship so few others seem

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Joining me for my inaugural podcast to try to make sense of this GFC2 (and more) is my colleague and fellow monetary enthusiast Emil Kalinowski. We talk repo, collateral, and why there are only dudzookas from the Fed. 

It’s also the start and tip of the ice berg for what we hope will become a much bigger project: an expansive, collaborative Eurodollar University. 

We’ll have much more to say about that plus making sense of this crazy world in what will be a regular, weekly feature expanding into a more comprehensive platform. There’ll be guests, more content, and eventually regular segments like reader/listener/viewer questions and feedback.

This is your looking glass, the open window invitation to begin (or further) exploring the rabbit hole of monetary scholarship so few others seem willing or able to perform. 

MAKING SENSE, EPISODE 1

Jeffrey P. Snider
As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base. His company is a global investment adviser, hence potential Swiss clients should not hesitate to contact AIP

One comment

  1. You mentioned in 2008-2009 that many of the firms that utilized the Fed operations were European banks. Are we going to see the same thing this time?

    You mentioned in a recent post that the Fed $ swap lines didnt get utilized but the Fed expanded the range of central banks that had access. The data on the NY Fed website through 3/25 showed the ECB and BoJ being the major users of the swap lines. Do they funnel money to the other central banks or has the data showing their direct usage not been reported yet?

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