On The Margin
Recession vs Rebound Debate | Weekly Roundup
This week we discuss the unwinding of the carry trad...
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Aug 10 2024 1h 13m
Chapter 1 6 mins
Reflecting On The Market UnwindChapter 2 4 mins
No Asset Spared In Deleveraging EventsChapter 3 58 sec
Polkadot AdChapter 4 5 mins
Navigating Extreme VolatilityChapter 5 2 mins
Assessing Liquitidy SignalsChapter 6 2 mins
What Benefits The Most From Liquidity & Rate Cuts?Chapter 7 2 mins
Looking At Credit SpreadsChapter 8 16 mins
Steel Man-ing The Recession ArgumentChapter 9 39 sec
Permissionless AdChapter 10 2 mins
State Of The Labor MarketChapter 11 4 mins
Where Is Economic Growth?Chapter 12 4 mins
Is The Recession On Its Way?Chapter 13 8 mins
Crypto Market OverviewChapter 14 4 mins
Biggest Trading MistakesChapter 15 5 mins
How Much Of The Carry Trade Is Unwound