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On this Friday's edition of Boiler Room, Alfonso Peccatiello is joined by Andy Constan CEO/CIO at Damped Spring Advisors. With over 30+ years of experience working at some of the largest funds in the world such as Bridgewater, Brevan Howard & Salomon Brothers; Andy provides a deep dive into the often misunderstood financial plumbing to help investors navigate the Fed's quantitative tightening program.
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Follow Andy: https://twitter.com/dampedspring
Follow Alfonso: https://twitter.com/MacroAlf
Follow Blockworks: https://twitter.com/Blockworks_
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Subscribe To The Macro Compass: https://themacrocompass.substack.com/
Subscribe To Damped Spring: https://dampedspring.com/
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Timestamps:
00:00 Introduction
00:32 Quantitative Tightening
04:32 What Happens When The Fed Stops Buying Bonds?
08:30 Risks vs Rewards Between Bills & Bonds
14:06 The Reverse Repo Facility
21:22 Quantitative Tightening Could Spell Danger For Markets
24:33 Is Quantitative Tightening Priced In?
27:44 Fiscal Handout's Throughout 2022
30:19 Risk Management
4.8
2222 ratings
On this Friday's edition of Boiler Room, Alfonso Peccatiello is joined by Andy Constan CEO/CIO at Damped Spring Advisors. With over 30+ years of experience working at some of the largest funds in the world such as Bridgewater, Brevan Howard & Salomon Brothers; Andy provides a deep dive into the often misunderstood financial plumbing to help investors navigate the Fed's quantitative tightening program.
--
Follow Andy: https://twitter.com/dampedspring
Follow Alfonso: https://twitter.com/MacroAlf
Follow Blockworks: https://twitter.com/Blockworks_
--
Subscribe To The Macro Compass: https://themacrocompass.substack.com/
Subscribe To Damped Spring: https://dampedspring.com/
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
00:00 Introduction
00:32 Quantitative Tightening
04:32 What Happens When The Fed Stops Buying Bonds?
08:30 Risks vs Rewards Between Bills & Bonds
14:06 The Reverse Repo Facility
21:22 Quantitative Tightening Could Spell Danger For Markets
24:33 Is Quantitative Tightening Priced In?
27:44 Fiscal Handout's Throughout 2022
30:19 Risk Management
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