@jnordvig@ExanteData@marketreaderinc Great show gents, @jnordvig been following work for some time now, since your first appeared on RV years ago, would love to hear your thoughts on GENIUS Act and its impact on USD and T bonds if passed
@themacrotourist Great post, very thoughtful thank you! Curious to see why you pick the short JGBs vs. continue to press shorting the USD/JPY part of the "unholy trinity"... shorting JGBs has been the pain trade for awhile, assuming it's the asymmetrical entry pt of the two?
@themacrotourist Thanks Kevin, know it’s bit rhetorical at this pt re Fed’s credibility and there’s only one way to find out… it does feel like we’re in a phase of Fed short calls to some extend, tricky game to play nonetheless
@themacrotourist Thanks for the post Kevin, curious your thought on Fed’s credibility as a factor this time around given the recent / ‘18 rate hike debacle and how that plays into current market environment… just seems like the market is playing a game of chicken with the Fed
@tferriss Been a avid listener for 5+ yrs (one of my first pods actually), this is one of my favs, Bo’s stories really resonated with me, especially as an immigrant myself, following the what I thought was ”成功的道路” and now embarking on my own entrepreneurial route
@patrick_oshag https://t.co/83aRpwhvd6
In case if anyone’s just as confused (if not more) after reading but are more curious about the core ideas, great video with Carlo unpacking his ideas and I found some of the comments are tremendously helpful
@patrick_oshag@jlppfeffer Great chat! “Don’t ask where I’m from, ask where I’m going…” what a fascinating way of reframing how to engage and get to know someone at a deeper level. Thanks gents!