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Eurodollar University’s Making Sense; Episode 81, Part 1: A New(ish) Measure Of Collateral Shadow Money (How Repo Really Works)

Summary:
81.1 Introducing a NEW Measure of Shadow Money Pt. 1———Ep 81.1 Summary———A new measure of the monetary order will be unveiled at the end of this two-part episode. But first, a discussion of uncertainty, incomplete pictures, relativity, perspective and the limits of human knowledge. Also, bank reserves and repurchase agreements. ———See It———– Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiAlhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisLArt: https://davidparkins.com/ ———Hear It———

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81.1 Introducing a NEW Measure of Shadow Money Pt. 1

———Ep 81.1 Summary———
A new measure of the monetary order will be unveiled at the end of this two-part episode. But first, a discussion of uncertainty, incomplete pictures, relativity, perspective and the limits of human knowledge. Also, bank reserves and repurchase agreements.

———See It———–

Twitter: https://twitter.com/JeffSnider_AIP
Twitter: https://twitter.com/EmilKalinowski
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL
Art: https://davidparkins.com/

———Hear It———

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———Ep 81.1 Topics———

00:00 A new measure of the monetary order will be unveiled at the end of a two-part episode
01:00 Who were Niels Bohr and Werner Heisenberg?
02:51 What does uncertainty have to do with life? Is reality what we perceive or something else?
06:05 Economics, like the natural world, is so complex that it is beyond perceiving reality.
08:02 Bank reserves – simple enough, in isolation, which they are not, so not simple at all
09:29 Repurchase Agreements – how does a bank pay for an asset? Does it want to own the asset?
17:35 A buyer of an asset can source the cash several ways: shorting, swapping, anticipating
20:19 A buyer of an asset can source the cash via the repo market.

———Ep 81.2 References———

The First Part of the Quantum of Money: QE, Repo, and…Niels Bohr: https://bit.ly/3fRdITU
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

———Who———

Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski, reality is advantageous.

 


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

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