$453 Billion Reverse Repo, China Restricts Commodities, Inflation Ticks Up, AMC Soars

In this week’s episode of on the Margin, we cover:
・The $453 billion that has flown into the Federal Reserve’s reverse repo facility
・Why there is too much liquidity in the system, and what that means for bonds and quantitative easing
・China’s crackdown on Bitcoin, and how the real problem might be rising commodity prices and inflation
・Core PCE rose higher than expected, and Tyler and Mike disagree on whether or not inflation is transitory
・Financial nihilism with the rise of meme stocks like AMC and GameStop

We also detailed a first of its kind conference called Bretton Woods: The Realignment. The conference is dedicated to addressing the past, present and future of the monetary system.

Held at the same hotel as the original conference, leading economists, asset managers and financial institutions will gather to discuss what the future of the money will look like.

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On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

13 thoughts on “$453 Billion Reverse Repo, China Restricts Commodities, Inflation Ticks Up, AMC Soars

  1. This is a great channel, but these guys still don`t get that the US is under attack and what we are seeing is a dismantling of the US financial system.

  2. Gentlemen, you should review Luke Gromen's point of view and that of Steve St. Angelo. We're in the middle of an energy crisis. We have 30% of our workforce working from home and 70% of small businesses are out of commission. In this environment, you'd expect energy prices to fall, but they are going the opposite direction. When U.S. currency strengthens, it makes paying back that debt more expensive in foreign currency. Review the "taper tantrum" of 2018, and you'll see why the U.S. must continually increase the money supply. My play in silver is a defensive one, and I don't know enough about crypto currency to feel that it's a wise move. It's a black box. Who knows how the economic breakdown will affect them. They may rise dramatically, or go to zero overnight. I can't put my future in that box.

  3. You two are such brilliant Parrots. So smart and so brilliant. Your opinions and analysis is amazingly brilliant and oh so smart.
    As Parrots, do you prefer salted or unsalted crackers?

  4. Let their table become a snare before them: and that which should have been for their welfare, let it become a trap.

     Let their eyes be darkened, that they see not; and make their loins continually to shake.

     Pour out thine indignation upon them, and let thy wrathful anger take hold of them.

     Let their habitation be desolate; and let none dwell in their tents.
    – King David👑

  5. "No fundamentals" "HFs can't short" (boo fucking hoo) is wrong on so many levels. You need to realise that HFs have been naked shorting and doing death spiral attacks for decades but this time people caught on and held the line. Seriously, you speak of fundamentals and yet I'm sure you haven't looked into the actual reasons WHY people buy and hold.

  6. The Federal Reserve should have their exemption from taxation eliminated. They are not paying their fair share. Tax them out of existence.

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