Episodes
Friday Apr 09, 2021
American SICO
Friday Apr 09, 2021
Friday Apr 09, 2021
Fed Liquidity Matters to stock market moves. Shockingly, so does the mortgage ReFi market.
Samantha is joined by Dr. Barton Wang @Barton_options to get his take on funding market plumbing - from bank reserves to the highly-levered derivatives market. Barton makes the argument it is in fact the Fed and its SLR and TGA flows along with Fannie and Freddie Mac that cause market disruptions and dislocations - both in lending and equities markets.
The result: The American SICO. This is Barton's code for: "Stimulus Indigestion and Crowding Out". Have a listen to find out how Fed liquidity impacts market direction which will impact your trading!
Come Fishing With Us: https://laductrading.com/pricing/
#FedQE #HedgeFundLeverage $SPX
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