Q&A #131
Is there a Mar-a-lago Accord in the works? Will it replace $s? Can we tell how much of the bond selloff was due to ST rates? What are BDCs? Are they more shadow bank gap fillers? Why is gold hitting records? Isn’t it an inflation warning? Did the not-financial crisis reveal the real value in gold? Is zero haircut repo really real? How come we can’t buy assets with no money? QnA with Alex? Was Bernanke an idiot? Is collateral cash?
