Show aired live at 6pm EST on Sunday 1st March.
In Episode 39 of “Benny & The Squirrel,” Ben joins from the UAE amidst local airspace closures to discuss the accelerating unwinding of global debt, which they term “kinetic deleveraging”. The hosts 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.
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