In this episode, Mark and I spent a good deal of time covering "inflation related" topics. First we dug deep into retirees leaving the workforce at an accelerated rate, and a look at the jump in wages in the banking sector. Here is the Tweet I referenced, thank you Skanda Amarnath!
Next we took a look at what at first sign appeared to be signs of stress in emerging markets - high yield spreads in China, and emerging market funding stress. But we did a little digging and found a more comprehensive index called the OFR Financial Index, which tracks a broader range of categories (credit, funding, equity valuations, volatility, etc...) and found that we are within the normal range.
We ended the charts portion of the show on a chart of the 20-day moving average of call options traded, which is spiking. We went back and forth a bit about Elon Musk, sorry guys I looked for the article that I referenced and I can't find it. 10 of my finest steeds to the person who can find the article I'm referencing.
To round off the show, Mark and I went into our own personal experience in crypto and what has made some investors successful and others not so. For details on that, you'll have to listen to the episode.
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Meet with investors and financial industry leaders at the Digital Asset Summit in London, November 15 & 16. For a limited time, use code YOUTUBE for £75 off your tickets.
https://blockworks.co/events/das-london/