Episode notes
IN THIS EPISODE, YOU’LL LEARN:
- 01:34 - Alf's thoughts on the EU's Anti Fragmentation policy tool.
- 08:07 - Is Europe next for Yield Curve Control?
- 15:36 - What the CDS market is telling the world.
- 24:28 - Is Italy going to be the next Cyprus?
- 34:31 - Will the 10Y treasury make new lows on its yield?
- 39:24 - Alf's thoughts on the Eurodollar impact on global decisions versus local US decisions.
- 49:32 - Alf's thoughts on Chinese Real Estate crisis.
- 01:07:03 - Alf's thoughts on Bitcoin.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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