Chris Crowe On End Of Safe Asset Shortage
In this episode, I talk with Chris Crowe. Chris is Head of Economic & Flow Research at one of the world’s leading hedge funds, Capula Investment Management. In this podcast we discuss: 1. Why bond yields have trended down in recent decades 2. The role of safe assets in this downtrend 3. Likely shifts in the supply & demand of safe assets and impact on bonds 4. Whether the Fed will move to yield curve control 5. Whether Fed or BoE will move to negative rates 6. How Brexit & COVID are impacting UK