The Monetary System is Broken

Real VisionOctober 07, 2019
Jeff Snider, head of global research at Alhambra Investment Partners, has been covering the repo market breakdown since May 2018. With the recent spike in repo rates, it seems like the rest of the market has finally started to take notice. Snider explains why this problem is not coming up out of the blue and breaks down why he views recent market moves as a sign that the banks are telegraphing their knowledge of major threats to the monetary system. Filmed on September 27, 2019 in New York.
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Other Real Vision Videos

Real VisionNovember 22, 2019
Alain Van Loo
Alain Van Loo, Chief Investment Officer at The Sharp Financial Group, joins Jim Grant to discuss the state of the US financial system and global capital markets. Van Loo and Grant unpack some of the crucial but frequently misunderstood underlying plumbing of the US financial system, with a focus on the money markets and the Fed’s repo operations, before widening the lens to talk about investment opportunities in developed and emerging markets. Filmed on November 7th in New York.
Real VisionNovember 21, 2019
Tales From The Fed Watcher
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Real VisionNovember 21, 2019
An Update on Fannie and Freddie: The Road to Recapitalization
Fannie Mae’s stock was up almost 300% in 2019, however shares have recently fallen sharply over 40% in the past few months. Gabriella Heffesse, CFA, of ACG Analytics, returns to Real Vision to argue why prices are deviating from fundamentals, and to discuss the current opportunity in the junior preferred stock. In this interview with Justine Underhill, Heffesse reviews the timeline for the road to recapitalization, analyzes the upcoming legal and regulatory hurdles, and highlights how traders should position over the coming months. Filmed on November 19, 2019.

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