When monetary QE is constrained, fiscal QE steps in to pressure long rates lower. 8-5-2026 youtu.be/g-qYP-dCuXc
When monetary QE is constrained, fiscal QE steps in to pressure long rates lower. 8-5-2026
YouTube video by All Things Financial
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@allthingsfinancial.bsky.social
Wealth Management, Capital Markets, Strategy, Enterprise Information & Management
The Yen intervention: A country can hold the line on FX or their yields, but not both forever 8-4-2026 youtu.be/WD0LxvJ9zW4
The Yen intervention: A country can hold the line on FX or their yields, but not both forever 8-4-26
YouTube video by All Things Financial
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The Fed sells the EURO to buy the Yen. Fed's message is disorder in the Yen is global disorder 8-3-2026 youtu.be/wxUTCALrefs
The Fed sells EURO to buy the Yen. Fed's message is disorder in the Yen is global disorder 8-3-26
YouTube video by All Things Financial
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Yen Carry Trade: Oil shocks hit Asia in dollars first, and then the currencies next 8-2-2026 youtu.be/l7uCqYOPg5s
Yen Carry Trade: Oil shocks hit Asia in dollars first, and then the currencies next 8-2-2026
YouTube video by All Things Financial
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Nostradamus of Ai: you don't own the upside if the banker owns the downside 7-31-2026 youtu.be/61G6PDq51dc
Nostradamus of Ai: you don't own the upside if the banker owns the downside 7-31-2026
YouTube video by All Things Financial
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The Fed, Treasury leaders; Spin Cycle Warsh, Miran the moron and besotted Bessent 7-30-2026 youtu.be/-YsirMW4wz0
The Fed, Treasury leaders; Spin Cycle Warsh, Miran the moron and besotted Bessent 7-30-2026
YouTube video by All Things Financial
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Yen Carry Trade: every policy choice is a trade-off between inflation, stability & debt 7-27-26 youtu.be/h-B4PSHN1g4
Yen Carry Trade: every policy choice is a trade-off between inflation, stability & debt 7-27-2026
YouTube video by All Things Financial
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Canada can diversify counterparties, but cannot hedge away the map 7-25-2026 youtu.be/XYTjS_Rbn7E
Canada can diversify counterparties, but cannot hedge away the map 7-25-2026
YouTube video by All Things Financial
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The South China Sea isn’t the only maritime dispute in Asia. Here are four other maritime flashpoints in East Asia – and how they are reshaping the geopolitical landscape today.
Beyond the South China Sea: 4 Other Maritime Flashpoints in East Asia
These disputes could reshape the geopolitical order in East Asia – or even spark a war.
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Pepsico: Wide product variety with narrow input geography is a resilience illusion 7-22-26 youtu.be/pGOqWvK7oYI
Pepsico: Wide product variety with narrow input geography is a resilience illusion 7-22-26
YouTube video by All Things Financial
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When politics weaponize a chokepoint, business has to price delay, risk & delivery 7-21-2026 youtu.be/XywLhvbXnEg
When politics weaponize a chokepoint, business has to price delay, risk & delivery 7-21-2026
YouTube video by All Things Financial
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WorldMonitor.app - global information for the physical world - The Five Factors 7-20-2026 youtu.be/n7QOwrGjFm4
WorldMonitor.app - global information for the physical world - The Five Factors 7-20-2026
YouTube video by All Things Financial
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Chancay, Peru: a route with no chokepoints is worth more than the shortest route 7-19-2026 youtu.be/kDv0ox73zgc
Chancay, Peru: a route with no chokepoints is worth more than the shortest route 7-19-2026
YouTube video by All Things Financial
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Ai is a promise built on negative cash flow. Revenue is vanity profit sanity free cash flow survival 7-17-26 youtu.be/SwNbxJhnITI
Ai is a promise built on negative cash flow. Revenue is vanity profit sanity FCF survival 7-17-26
YouTube video by All Things Financial
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CoreWeave debt covenants: old chips age fast; the revenue curve ages faster 7-15-2026 youtu.be/n8mQbF-79Os
CoreWeave debt covenants: old chips age fast; the revenue curve ages faster 7-15-2026
YouTube video by All Things Financial
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Hormuz, Bab al-Mandab, Panama Canal: world's narrow straits are looking like paid bridges 7-12-2026 youtu.be/9ayzCDG5n3U
Hormuz, Bab al-Mandab, Panama Canal: world's narrow straits are looking like paid bridges 7-12-2026
YouTube video by All Things Financial
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Japan, Yen & yen carry trade. Currencies follow the path of least resistance for big money 7-10-2026 youtu.be/64u_DbODTbI
Japan, Yen & yen carry trade. Currencies follow the path of least resistance for big money 7-10-2026
YouTube video by All Things Financial
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Hyperscalers - DeepSeek Standards can organize a country, it is another to build capacity to win 7-8-26 youtu.be/ml02DCyvqOk
Hyperscalers and DeepSeek Standards can organize a country; building the scale to win is another 7-8
YouTube video by All Things Financial
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In technology, overreaching jurisdiction often creates fragmentation instead of control 7-7-2026 youtu.be/1IKdcWf2FmE
In technology, overreaching jurisdiction often creates fragmentation instead of control 7-7-2026
YouTube video by All Things Financial
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Premium pricings needs premium differentiation: otherwise it is an expensive imitation 7-5-2026 youtu.be/_nQ9WNECIN4
Premium pricings needs premium differentiation: otherwise it is an expensive imitation 7-5-2026
YouTube video by All Things Financial
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The greatest technology can be the greatest threat if it outruns human judgment 7-3-2026 youtu.be/F53npnMdnCM
The greatest technology can be the greatest threat if it outruns human judgment 7-3-2026
YouTube video by All Things Financial
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OpenAi: Owning 51% gives you the majority; it does not always give you control 7-2-2026 youtu.be/8M6BXbDxbzA
OpenAi: Owning 51% gives you the majority; it does not always give you control 7-2-2026
YouTube video by All Things Financial
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When rules multiply faster than results, government stop governing & start obstructing 6-29-2026 youtu.be/-ySH9wNEbmQ
When rules multiply faster than results, government stop governing & start obstructing 6-29-2026
YouTube video by All Things Financial
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The seas maybe free in law, but power chokepoints have always tried to charge a toll 6-28-2026 youtu.be/MpWsYTEHz3g
The seas maybe free in law, but power chokepoints have always tried to charge a toll 6-28-2026
YouTube video by All Things Financial
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Ai maybe the airline industry of software: essential, expensive and brutally competitive 6-26-2026 youtu.be/RvIfeuLJryk
Ai maybe the airline industry of software: essential, expensive and brutally competitive 6-26-2026
YouTube video by All Things Financial
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When a ban force a choice between two products, there is no real supply - only triage 6-25-2026 youtu.be/L--46qtt_tI
When a ban force a choice between two products, there is no real supply - only triage 6-25-2026
YouTube video by All Things Financial
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Borrowing against a marked valuation, that valuation should also be actionable - and taxable 6-23-2026 youtu.be/lApv3hEwtNE
Borrowing against a marked valuation, that valuation should also be actionable - and taxed 6-23-2026
YouTube video by All Things Financial
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US ENERGY DEPARTMENT PLANS TO OFFER $17.5 BILLION IN LOW-INTEREST LOANS FOR UTILITIES TO FINANCE WESTINGHOUSE AP1000 NUCLEAR REACTORS - WSJ
