T Bills

topic on 4 shows · 5 statements across 5 episodes

My First Million No Priors Capital Allocators All-In

5 statements about T Bills, every show

NO PRIORS Assertion Supported
Allaire: USDC T-bill reserve portfolio has an average duration of around 13 days
“The average duration tends to be of, like, the, of the T-bills and that portfolio tends to be around, like, 13 days, so it's super, super liquid, and kind of, it sort of allows it to be treated as, like, a cash instrument.”
Jeremy Allaire Apr 9, 2026 ▶ 8:01 How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire
ALL-IN Prediction Not checkable as stated
Bessent: GENIUS legislation could drive trillions in U.S. T-bill demand
“We expect that the Chinese will slowly divest, but the, with the passage of the genius legislation last week, I think that we could see several trillion dollars of demand for T-bills, because the way the legislation works, it, it's under 90 days.”
Scott Bessent Jul 23, 2025 ▶ 7:42 Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
MY FIRST MILLION Assertion Not checkable as stated
Wilkinson: Portfolio company generates $500K profit investing gift card float in T-bills
“One had a bunch of customer gift card deposits and they were like, Oh shit, we can invest these in T-bills and make five percent makes 500 grand a year of just pure profit.”
Andrew Wilkinson Nov 22, 2023 ▶ 3:19 Andrew Wilkinson's $20,000 to $260,000,000 story (#521)
Van Vleet: Rising Real Rates Break Crypto As T-Bills Yield 4%
“When you lift rates from a negative one and a half real to a positive one and a half real stuff just breaks because you would spend so many years with no volatility in rates that almost has broken the country of the UK. And now it's breaking the whole crypto b…”
Charles Van Vleet Nov 28, 2022 ▶ 8:49 Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
CAPITAL ALLOCATORS Assertion Supported
Batnick: T-Bills Had a 50-Year Period of Negative Real Returns
“And if you don't like it by T-bills and if you know, and even that comes with a lot of pain, I think they went 50 years with negative real returns.”
Michael Batnick Oct 8, 2018 ▶ 22:51 Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)

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