Fiscal Policy
Discussion List
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Delta Hedging Tokyo 2020 Olympics Video: Opening Ceremony Eve w/ Ash Benningtonhttps://vimeo.com/578392570Following up on my written post last week “Delta” Hedging 2020 Tokyo Olympics @Ash Bennington joins me on the eve of the 2020 Tokyo Olympics Opening Ceremony tomorrow (Friday, July 23 2021), for one last overview of the serious (and seriously overlooked) situation on the ground, before we (as a global community) dive into the first real test of where we really are with this pandemic since inception. Filmed + footage from what should be a vibrant, bustling summer …
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The Exchange Week Ahead: July 12 - 16Headlines | Markets | Upcoming Macro Data Schedule | Central Banks Schedule | Earnings This Week on Real Vision: Real Vision NFT Week Kicks Off: Free One Week Crash Course from Real Vision Crypto ← (click here) Headlines (that I’m watching): •🇹🇼As if the semis shortage isn’t bad enough, Taiwan’s TSMC (world’s beating heart of semiconductor production) now under threat of potential COVID breakout. •🇯🇵BOJ to consider buying “green bonds” alongside other Asia central banks, according to BOJ…
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Goodbye speech of Andrew Haldane, Chief Economist and Member of the Monetary Policy Committee of ...For those that like reading about central banks I think this is a must-read. @Milton The Curator this guy now has more time on his hands (although maybe not) so if you could get him in the interview seat it would be great to hear from him. some snippets; LoL Black Wednesday On CBDC and StableCoins and how it can change banking Andrew is an excellent writer so I urge you to read it all. https://www.bankofengland.co.uk/-/media/boe/files/speech/2021/june/thirty-years-of-…
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Saw this proposal out for community feedback and want to get the community's thoughts on the impl...Saw this proposal out for community feedback and want to get the community's thoughts on the implications on asset prices, inflation, economy if this goes through: https://www.consumerfinance.gov/about-us/newsroom/cfpb-proposes-mortgage-servicing-changes-to-prevent-wave-of-covid-19-foreclosures/ The Consumer Financial Protection Bureau (CFPB) today proposed a set of rule changes intended to help prevent avoidable foreclosures as the emergency federal foreclosure protections expire. -
Recession/Depression Escape Strategy & Maybe an Answer to Wealth Inequality: Thought Experiment ...I would like to propose a thought experiment...I literally thought of this 10 minutes ago, so it's a rough draft: In order to stimulate the economy out of recessions/depressions, what if every citizen was given equal amounts of fiscal stimulus cash AND an equivalent debt payment credit at the same time (on regular intervals). It may or may not require an expiration date...not sure yet. I assume it would have to be a central bank cryptocurrency or something like that to make this work…
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MMT for Dummies by Joe Weisenthalhttps://www.bloomberg.com/news/newsletters/2021-01-19/five-things-you-need-to-know-to-start-your-day
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Evolution of TAXES in the US per income bracketAmerican's unlike Italians, really do pay their taxes. But me being non American have no idea how the US taxmachine works except that it's a big complicated topic and nobody in Murica seems happy about it. While I am reading this I think this data is already worth sharing. https://www.ntu.org/library/doclib/2020/12/2018-who-pays-1-.pdf You got to look at this from bottom to top.
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The Fourth TurningI've been trying to read THE FOURTH TURNING because so many people, @Raoul Pal included, bring it up because of it's relevancy in the current world. Honestly, I've had a tough time reading it, it gets really slow and dense to me at times. I even downloaded the audio book hoping I could power thru it while driving/excercising but I keep zoning out. Anyway, I found today that Grant Williams did a three-part series last year with Neil Howe (one of the authors) and it is wonderful as is most of Gra… -
The Discourse: Seahyung Park“When Genius Fails Trades” Episode 3: ★ Special Episode ★ @Seahyung Park and Weston unveil the Exchange‘s new TRADE IDEA FEATURE (live now), as they discuss how to trade the BOJ debt monetization. Enough with theories - WHAT’S the trade?? •A look into Seahyung’s brilliant mind and framework, and horrible trading record •Constructing a trade from theory: BOJ Debt Monetization → USDJPY strangle (options strategy breakdown) •Healthy Disagreements •Tips for Trade Ideas https://vimeo.com/4920…
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Lyn Alden is live answering questions NOW in her exchange!Submit your questions here: https://exchange.realvision.com/group/lyn-alden @Lyn Alden -
Hi Real Vision Members, Haley here. I'm on the editorial team. Let's play a game... Give me a top...Hi Real Vision Members, Haley here. I'm on the editorial team. Let's play a game... Give me a topic/guest you want to learn about and we will invite them on the program... We want to include you as part of our editorial process. Cheers!
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Will China's (DCEP) headstart on CBDC and their move toward forming an East Asia digital currency...Will China's (DCEP) headstart on CBDC and their move toward forming an East Asia digital currency (CN, JP, SK, HK basket) challenge USD hegemony in a meaningful way over the next 3-5 years? What role if any would an IMF digital SDR play in the ongoing digital transformation?
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Hi everyone! Have you checked out our new campaign yet "Has Everything Changed?" We are speaking ...Hi everyone! Have you checked out our new campaign yet "Has Everything Changed?" We are speaking to top industry leaders over the next fews weeks to answer this question and explore the shifting trends the coronavirus pandemic has accelerated. Industries are literally being reinvented as we speak -- real estate, technology, travel, hospitality. We have guests from all sectors joining us to discuss what's ahead for the global economy. Is there anyone top of mind you want to hear from? …
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Daily Briefing with @"Ash Bennington" and @"Edward Harrison " Senior editor, Ash Bennington, join...Daily Briefing with @"Ash Bennington" and @"Edward Harrison " Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss risk assets, credit markets, and the fiscal cliff. Within an environment of secular stagnation, they talk about the cross-asset play between bonds and equities as well as how overall credit tightening in the financials sector and the velocity of M2 money plummeting will have pernicious effects on growth. They also consider the dichotomy…