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allthingsfinancial.bsky.social
@allthingsfinancial.bsky.social
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Wealth Management, Capital Markets, Strategy, Enterprise Information & Management
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allthingsfinancial.bsky.social
allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 15h
Fed Chair pick Hassett, in or out? Takaichi places her bet and the JGBs raise 12-5-2025

youtu.be/nZ0s22zOkuY?...
Fed Chair pick Hassett, in or out? Takaichi places her bet and the JGBs raise 12-5-2025
YouTube video by All Things Financial
youtu.be
allthingsfinancial.bsky.social
Fed Chair pick Hassett, in or out? Takaichi places her bet and the JGBs raise 12-5-2025

youtu.be/nZ0s22zOkuY?...
Fed Chair pick Hassett, in or out? Takaichi places her bet and the JGBs raise 12-5-2025
YouTube video by All Things Financial
youtu.be
December 5, 2025 at 10:09 PM
allthingsfinancial.bsky.social
China - US negotiations narrative possibilities, probabilities & certainties 12-4-2025

youtu.be/hfFu_9DmPpk?...
China - US negotiations narrative possibilities, probabilities & certainties 12-4-2025
YouTube video by All Things Financial
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December 4, 2025 at 9:49 PM
allthingsfinancial.bsky.social
Investing in Critical Manufacturing Sovereignty by counter investing 12-2-2025

youtu.be/DKEwlA5wahg?...
Investing in Critical Manufacturing Sovereignty by counter investing 12-2-2025
YouTube video by All Things Financial
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December 2, 2025 at 7:06 PM
allthingsfinancial.bsky.social
The end of SLR for G-SIBs & the end of QE has moved the Fed from bank safety to market liquidity 11-30-2025

youtu.be/gAK6UCLdoms?...
The end of SLR for G-SIBs & QE has moved the Fed from bank safety to market liquidity 11-30-2025
YouTube video by All Things Financial
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November 30, 2025 at 5:45 PM
allthingsfinancial.bsky.social
Rising public debt implies higher financing needs by sovereigns, risking crowding out corporate financing 11-28-2025

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Rising debt implies higher financing needs by sovereigns, crowding out corporate debt 11-28-2025
YouTube video by All Things Financial
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November 28, 2025 at 6:08 PM
allthingsfinancial.bsky.social
It is not the strongest that survive but the ones most responsive to change. TSMC, INTC & Rapidus 11-25-2025

youtu.be/KMKOyDJrViA?...
It is not the strongest that survive but who is responsive to change. TSMC, INTC, Rapidus 11-25-2025
YouTube video by All Things Financial
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November 25, 2025 at 9:14 PM
allthingsfinancial.bsky.social
Blue Owl is a SPAC, a SPV, a failed merger and META's bag holder for depreciated chips. 11-24-2025

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Blue Owl is a SPAC, a SPV, a failed merger and META's bag holder for depreciated chips. 11-24-2025
YouTube video by All Things Financial
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November 24, 2025 at 9:18 PM
allthingsfinancial.bsky.social
Intel is the vertical hub & spokes for the US tech domestic industry. Nexperia we FAFO. 11-23-2025

youtu.be/Ykr4jh0Qebs?...
Intel is the vertical hub & spokes for the US tech domestic industry. Nexperia we FAFO. 11-23-2025
YouTube video by All Things Financial
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November 23, 2025 at 6:05 PM
allthingsfinancial.bsky.social
Bessent solves REM in his mind while reality says that the US will trade Blackwells for REE 11-21-2025

youtu.be/yAc_0X8Nj60?...
Bessent solves REM in his mind reality says that the US will trade Blackwells for REE 11-21-2025
YouTube video by All Things Financial
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November 21, 2025 at 3:50 PM
allthingsfinancial.bsky.social
Yen - Yen carry trade - The Fed & SRF - Argentina bailout - Trade negotiations on a razor edge 11-19-2025

youtu.be/G0xPwsGK-1g?...
Yen - Yen carry trade - The Fed & SRF - Argentina bailout - Trade negotiations on an edge 11-19-2025
YouTube video by All Things Financial
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November 19, 2025 at 4:39 PM
allthingsfinancial.bsky.social
Moral hazard is a situation where one person makes the decision on risk, while someone else pays. 11-18-2025

youtu.be/G7mVPLwlkVc?...
Moral hazard is a situation where one person decides on risk, while someone else pays. 11-18-2025
YouTube video by All Things Financial
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November 18, 2025 at 6:42 PM
allthingsfinancial.bsky.social
Without oversight & consequences, creating bad banks create cycles of reckless behavior. Deutsche Bank & it's bad bank 11-17-2025

youtu.be/4m_BBkYfy80?...
Without oversight & consequences, creating bad banks create cycles of reckless behavior 11-17-2025
YouTube video by All Things Financial
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November 17, 2025 at 5:12 PM
allthingsfinancial.bsky.social
He who solves a problem with a problem will always have problem eating. Japan & stimulus 11-16-2025

youtu.be/E8TW2rmrLvI?...
He who solves a problem with a problem will always have problem eating. Japan & stimulus 11-16-2025
YouTube video by All Things Financial
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November 16, 2025 at 7:20 PM
allthingsfinancial.bsky.social
Tri-Party repos, SLR, Treasury Auctions and market stress. 11-15-2025

youtu.be/OI69E0NBLdQ?...
Tri-Party repos, SLR, Treasury Auctions and market stress. 11-15-2025
YouTube video by All Things Financial
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November 15, 2025 at 6:09 PM
allthingsfinancial.bsky.social
Large financial sectors weigh down the economy by diverting resources to trading & speculation 11-14-2025

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Large financial sectors weigh down the economy by diverting resources to speculation 11-14-2025
YouTube video by All Things Financial
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November 14, 2025 at 5:49 PM
allthingsfinancial.bsky.social
Geo-political events fade and market strategies now adjust to perceived realities. 11-13-2025

youtu.be/V5lsJvQ3GhQ?...
Geo-political events fade and market strategies now adjust to perceived realities. 11-13-2025
YouTube video by All Things Financial
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November 13, 2025 at 9:06 PM
allthingsfinancial.bsky.social
TikTok's fake copycat accounts I am told are not breaking community guidelines. I need advice and help. 11-12-2025

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TikTok's fake copycat accounts I am told are not breaking community guidelines. Advice? 11-12-2025
YouTube video by All Things Financial
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November 12, 2025 at 8:46 PM
allthingsfinancial.bsky.social
G-SIBs buy new treasury issuance and to raise cash to settle the SOFR exposes system stress 11-10-2025

youtu.be/2_9P-E9HEV4?...
G-SIBs buy new treasury issuance and raise cash to settle the SOFR exposes system stress 11-10-2025
YouTube video by All Things Financial
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November 10, 2025 at 6:58 PM
allthingsfinancial.bsky.social
Tariffs - Blackwells - Rare Earth Minerals unfinished negotiations incomplete information 11-9-2025

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Tariffs - Blackwells - Rare Earth Minerals unfinished negotiations incomplete information 11-9-2025
YouTube video by All Things Financial
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November 9, 2025 at 6:31 PM
allthingsfinancial.bsky.social
The Five Factors & crisis management investing in Japan clogs up the global financing plumbing 11-7-2025

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Five Factors & crisis management investing in Japan clogs up the global financing plumbing 11-7-2025
YouTube video by All Things Financial
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November 7, 2025 at 5:27 PM
allthingsfinancial.bsky.social
UBS liquidates O'Connor First brands and we now have a price point for the market. 11-6-2025

youtu.be/kEadl-qI1lA?...
UBS liquidates O'Connor First brands and we now have a price point for the market. 11-6-2025
YouTube video by All Things Financial
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November 6, 2025 at 9:19 PM
allthingsfinancial.bsky.social
Leverage should never expire, and should not be subject to a force sell. First Brands effect is far greater than $12 billion 11-5-2025

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Leverage should never expire. First Brands effect is far greater than $12 billion 11-5-2025
YouTube video by All Things Financial
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November 5, 2025 at 3:35 PM
allthingsfinancial.bsky.social
Moral hazard is the distortions introduced by the prospect of not having to pay for your sins. 11-3-2025

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Moral hazard is the distortions introduced by the prospect of not pay for your sins. 11-3-2025
YouTube video by All Things Financial
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November 3, 2025 at 7:17 PM
allthingsfinancial.bsky.social
The basis trade risk is the silent threat in a seemingly risk-free hedge. 11-1-2025

youtu.be/SO8d66XgbKg?...
The basis trade risk is the silent threat in a seemingly risk-free hedge. 11-1-2025
YouTube video by All Things Financial
youtu.be
November 1, 2025 at 9:34 PM
allthingsfinancial.bsky.social
In the time of fraud telling the truth is a revolutionary act. Rare earth elements trade agreements 10-30-2025

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In the time of fraud telling the truth is a revolutionary act. REE trade agreements 10-30-2025
YouTube video by All Things Financial
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October 30, 2025 at 3:28 PM