Kinetic Deleveraging
Benny & The Squirrel: Ep. 30
Show aired live at 6pm EST on Sunday 1st March.
In Episode 39 of “Benny & The Squirrel,” I joined the show from over in the UAE amidst local airspace closures to discuss the accelerating unwinding of global debt, which they term “kinetic deleveraging”. The Squirrel & I analyze the “Four Horsemen” driving current market mechanics: Credit, Volatility, Oil, and the US Dollar.
We also highlight rising treasury volatility and warn that potential mega-IPOs from private tech giants like SpaceX could severely drain market liquidity.
Make sure you join us again on Thursday. Mateen Chaudhry is going to join for a chat about Japan and his work at Kabu Japan.