Treasuries
topic on 5 shows · 16 statements across 13 episodes
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16 statements about Treasuries, every show
Armstrong: Private credit, treasuries, and deposits will all be tokenized
“Private credit and treasuries and bank deposits, like everything's going to get tokenized. And it, it's just going to mean that financial services is going to have modern, modern rails to run on.”
Emil Michael: Office of Strategic Capital Loans Cost Treasuries Plus 100 Bps
“So it's a basically treasuries plus a hundred bips.”
Escobari keeps 95% of his net worth in General Atlantic and Treasuries
“I have 95% of my net worth in that product, and I sleep well at night. I have a vastly undiversified portfolio of, you know, two assets, GA and treasuries.”
Forman: Tether Was the Seventh-Largest Buyer of US Treasuries Last Year
“Tether alone was the seventh largest buyer of treasuries in the past year.”
Aitken: Treasury basis trade did not cause the bond reversal
“It is not the treasury basis trade unwinding. The treasury basis trade this week has been fine. The treasury basis trade does not explain what happened.”
Aitken: Rumors of China dumping US Treasuries are incorrect
“Nor, as Louis would attest, does the convenient but incorrect rumor that, oh, China must be bashing treasuries. Just ignore that.”
Aitken: Private sector lacks balance sheet capacity to intermediate Treasuries
“There is not enough private sector balance sheet capacity to intermediate this enormous stock of treasuries. It's a capacity problem.”
Morehead: Baylor Adds 5% Opportunity Cost to Treasury Yields for Hurdle Rate
“If that's the case, then the opportunity cost is five percent a year, and so that's how we think. You have treasuries that are two-year, five-year treasuries that are five percent plus five percent, and the hurdle's 10%.”
Calacanis: $127B flowed into Treasury funds in 2023, pacing record year
“One hundred and twenty seven billion this year into funds that invest in treasuries on pace for a record year.”
Balaji: US Treasuries are the toxic waste of this financial cycle
“Basically, the toxic waste of this cycle is treasuries, okay?”
Balaji: US will inflate away debt or suspend convertibility instead of defaulting
“Well, basically what'll happen in my view is they will they won't, they may not default on it long-term in the sense of pay cash, but they'll inflate it away to such a point. Or make it illiquid or suspend convertibility.”
Sacks: US banks hold $620B in unrealized treasury losses
“So the Wall Street Journal right now is reporting that US banks have 620 Billion of unrealized losses just on treasuries.”
Textron pension replaces physical Treasuries with futures for liquidity
“So we have been actually just taking treasuries out of the market and replacing them with futures. Futures being more liquid than treasuries in one of these taper tantrums.”
Ellis: Corporate bonds fail to compensate for risk compared to US Treasuries
“And why aren't there any corporate bonds? Because the pricing of corporate bonds compared to treasuries doesn't reward for the risk that's being taken.”
McCusker: NEPC 10-year assumptions project 6-7% equity returns versus 0.6% Treasuries
“We just went through a full rerunning of all of our assumptions, and we've got equity assumptions in the sixes, the sevens, even higher for emerging markets, and then a treasury assumption at . Six percent right in line with the yield right now. And you run th…”