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

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

AK Global

11/03/19 • 31 min

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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

11/03/19 • 31 min

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