Playback speed×Share postShare post at current timeShare from 0:000:00/31Best funding currency does not have the lowest interest rate, it has the lowest fully hedged cost 8-17-2026All things financial...Aug 17, 202631ShareDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsLiving Mosaic: Yen, YCT, Basis Trade, ATI, Deutsche Bank, ESF, EURO, Intervention 8-16-2026Aug 16 • All things financial...Yen intervention: Trust is the real reserve currency, transparency is how it is earned 8-14-2026Aug 14 • All things financial...Big Money: Retail debates charts; pensions and sovereign funds redraw the charts 8-13-2026Aug 13 • All things financial...Petrodollar is not ownership of oil but the influence over what currency which oil is usable power 8-11-26Aug 11 • All things financial...Chokepoints as institutional power is contingent; geographic constraints are physical 8-9-2026Aug 9 • All things financial...Diplomacy needs a military counterweight, or the ceasefire becomes rearmament 8-7-2026Aug 7 • All things financial...When monetary QE is constrained, fiscal QE steps in to pressure long rates lower. 8-5-2026Aug 5 • All things financial...
