정연욱
FT(Financial Times) 읽어주는 남자
Financial Times 통해 시장을 움직이는 사람들의 생각을 정확하게 이해, 동시에 그들이 즐겨쓰는 jargon을 연습하기. Presented by 정연욱, NH투자증권 Premier Blue강북센터 이사. 서울대 경제학과, Universitaet St. Gallen MBA, 북한대학원대학교 PhD개선 및 문의wooky39@gmail.com
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Episodes
Panic Contagion in CS 17.03.2023 8:41
There is no material connection between SVB and CS. Two are only linked thru panic. CS should sell its domestic arm to UBS.
Tucker(Fox) & Putin(KGB) 16.03.2023 9:12
They talk the same. Do they really think the same?
SVB who benefits? 15.03.2023 8:00
Private Debt Funds will cherry pick from SVB loan books.
SVB Schwab Contagion? 15.03.2023 8:34
No contagion. But Schwab also making less money due to heavy mark-downs on Treasuries bought with client cash.
SVB Japan Contagion?? 15.03.2023 4:04
No contagion. BOJ may not be able to raise 10 year rates.
Oscars and Aukus 14.03.2023 7:11
Oscars have changed. Pacific conflict is shaping up. Not related. 정정: 양자경은 말레이시아 출신입니다.
SVB so what now? 13.03.2023 9:53
Little contagion. Slight tighenting of bank liquidity. FED rates pause and pivot in 6 months.
SVB failure and silicon valley 13.03.2023 8:49
SVC failure will be different from any regional bank failure in that the start-up tech scene will be losing its best and ablest financier.
SVB the sequence 13.03.2023 13:52
How and why did SVB fail?
JGB resurrected 10.03.2023 5:44
JGB yields will rise and make them more attractive.
EU fires back at US 10.03.2023 5:20
EU will unleash its version of IRA. What happened to WTO?
Alameda, sub of fallen FTX sues Grayscale and DCG who’re backed by Softbank 09.03.2023 6:49
Grayscale is trading at 45% discount to Bitcoin. They’re getting sued for this, rightly so.
Mishkin says Fed on track 09.03.2023 6:28
Mishkin, who wrote the definitive paper in inflation, ‘The Causes of Inflation’ said Fed is on track. He said 4 more hikes(5.75%) until 1Q of 2024 should do the trick.
ECB rift 09.03.2023 6:25
Italy strongly argued for more dovish stance
China IPO in Zurich 07.03.2023 3:55
Zurich benefits from US fallout with China
US communism? 07.03.2023 4:00
Chips act and IRA constitute biggest Industrial Policy of post WW2 era.(?)
Alexa plus ChatGPT? 06.03.2023 6:01
Alexa may find a way to become the sci-fi like bot it originally wanted to be with generative AI
Flexible Inflation Targeting 06.03.2023 6:57
Not stick to it, not change target, but still be flexible
Why Kyiv won’t talk peace 03.03.2023 5:39
Pressuring Kyiv to sit down with Russia skirts immoral selfishness.
The final and real cost of Covid19 03.03.2023 6:45
US is antagonizing China at the cost not being able to have enough time to alert the world on any future pandemic.
Organoid Intelligence 02.03.2023 4:07
Human brain cells running computers…
A rebirthing of the Euro 02.03.2023 7:28
EU the super-government of 27 countries is now able to spend common funds in military affairs. It is only a matter of time before they will issue bonds for that purpose. This will cement EU as a government and an EU breakup even more difficult than before.
[look back 2019/3/26] Negative yielding debt! 27.02.2023 9:11
In 2019, the Fed unexpectedly gave up raising rates but stocks didn’t welcome this event.
Biden Carter 23.02.2023 8:38
Biden is not all that bad. Carter wasn’t that bad either!
M2 the inflation slayer 22.02.2023 13:30
BIS study reaffirms Monetarism
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