StarZero All shows Try the podcast clipper →

Treasury basis trade

2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 18, 2020 by James Aitken · across every show →

Everything said about Treasury basis trade, oldest first

Mar 18, 2020
Assertion Supported
Aitken: Fixed Income Funds Routinely Run 40 to 50x Leverage
“And all in all, I might run that position for four or five years, 40 to 50 times levered. And I know that sounds extreme. But that's what people do.”
James Aitken Mar 18, 2020 ▶ 20:14 James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
Apr 14, 2025 negative
Assertion Not checkable as stated
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.”
James Aitken Apr 14, 2025 ▶ 38:09 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more