<description>&lt;p&gt;In this second part of AK5 Kent and Ansel finish up the discussion about the Repo market and dive into related topics regarding the future.&lt;/p&gt; &lt;p&gt;Topics include:&lt;/p&gt; &lt;p&gt;USTs becoming toxic&lt;/p&gt; &lt;p&gt;Wealth effect of dollars&lt;/p&gt; &lt;p&gt;Bitcoin flipping gold&lt;/p&gt; &lt;p&gt;Expat choices&lt;/p&gt; &lt;p&gt;Investing in Russia&lt;/p&gt; &lt;p&gt;Population and demographic trends&lt;/p&gt; &lt;p&gt;Links:&lt;br /&gt; &lt;a href= "https://www.thestreet.com/investing/fixed-income/fed-extends-repos-until-nov-4-dealers-brace-for-193-billion-in-treasury-sales-15116925"&gt; https://www.thestreet.com/investing/fixed-income/fed-extends-repos-until-nov-4-dealers-brace-for-193-billion-in-treasury-sales-15116925&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.newyorkfed.org/markets/opolicy/operating_policy_191004"&gt; https://www.newyorkfed.org/markets/opolicy/operating_policy_191004&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://fred.stlouisfed.org/series/WALCL"&gt;https://fred.stlouisfed.org/series/WALCL&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.seeitmarket.com/qe-by-any-other-name/"&gt;https://www.seeitmarket.com/qe-by-any-other-name/&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnbc.com/2019/10/08/powell-says-the-fed-will-start-expanding-its-balance-sheet-soon.html"&gt; https://www.cnbc.com/2019/10/08/powell-says-the-fed-will-start-expanding-its-balance-sheet-soon.html&lt;/a&gt;&lt;/p&gt;</description>

AK Global

Ansel Lindner

Repos, Dollars, Gold, and Demographics - AK5.2

NOV 3, 201931 MIN
AK Global

Repos, Dollars, Gold, and Demographics - AK5.2

NOV 3, 201931 MIN

Description

In this second part of AK5 Kent and Ansel finish up the discussion about the Repo market and dive into related topics regarding the future. Topics include: USTs becoming toxic Wealth effect of dollars Bitcoin flipping gold Expat choices Investing in Russia Population and demographic trends Links: https://www.thestreet.com/investing/fixed-income/fed-extends-repos-until-nov-4-dealers-brace-for-193-billion-in-treasury-sales-15116925 https://www.newyorkfed.org/markets/opolicy/operating_policy_191004 https://fred.stlouisfed.org/series/WALCL https://www.seeitmarket.com/qe-by-any-other-name/ https://www.cnbc.com/2019/10/08/powell-says-the-fed-will-start-expanding-its-balance-sheet-soon.html