정연욱

FT(Financial Times) 읽어주는 남자

Business KO ↓ 180 episodes

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

Author

정연욱

Category

Business

Podcast website

podcasters.spotify.com

Latest episode

Aug 26, 2024

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Episodes

Panic Contagion in CS 17.03.2023

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

They talk the same. Do they really think the same?

SVB who benefits? 15.03.2023

Private Debt Funds will cherry pick from SVB loan books.

SVB Schwab Contagion? 15.03.2023

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

No contagion. BOJ may not be able to raise 10 year rates.

Oscars and Aukus 14.03.2023

Oscars have changed. Pacific conflict is shaping up. Not related. 정정: 양자경은 말레이시아 출신입니다.

SVB so what now? 13.03.2023

Little contagion. Slight tighenting of bank liquidity. FED rates pause and pivot in 6 months.

SVB failure and silicon valley 13.03.2023

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

How and why did SVB fail?

JGB resurrected 10.03.2023

JGB yields will rise and make them more attractive.

EU fires back at US 10.03.2023

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

Grayscale is trading at 45% discount to Bitcoin. They’re getting sued for this, rightly so.

Mishkin says Fed on track 09.03.2023

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

Italy strongly argued for more dovish stance

China IPO in Zurich 07.03.2023

Zurich benefits from US fallout with China

US communism? 07.03.2023

Chips act and IRA constitute biggest Industrial Policy of post WW2 era.(?)

Alexa plus ChatGPT? 06.03.2023

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

Not stick to it, not change target, but still be flexible

Why Kyiv won’t talk peace 03.03.2023

Pressuring Kyiv to sit down with Russia skirts immoral selfishness.

The final and real cost of Covid19 03.03.2023

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

Human brain cells running computers…

A rebirthing of the Euro 02.03.2023

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

In 2019, the Fed unexpectedly gave up raising rates but stocks didn’t welcome this event.

Biden Carter 23.02.2023

Biden is not all that bad. Carter wasn’t that bad either!

M2 the inflation slayer 22.02.2023

BIS study reaffirms Monetarism

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