Playback speed×Share postShare post at current timeShare from 0:000:00/Generate transcriptA transcript unlocks clips, previews, and editing.1152Happy Father's Day! Cushing oil, Qatar LNG and AI jailbreaks. 6-21-2026All things financial...Jun 21, 20261152ShareTranscriptDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsWhen monetary QE is constrained, fiscal QE steps in to pressure long rates lower. 8-5-20267 hrs ago • All things financial...The Yen intervention: A country can hold the line on FX or their yields, but not both forever 8-4-2026Aug 4 • All things financial...The Fed sells the EURO to buy the Yen. Fed's message is disorder in the Yen is global disorder 8-3-2026Aug 3 • All things financial...Yen Carry Trade: Oil shocks hit Asia in dollars first, and then the currencies next 8-2-2026 Aug 2 • All things financial...Nostradamus of Ai: you don't own the upside if the banker owns the downside 7-31-2026Jul 31 • All things financial...The Fed, Treasury leaders; Spin Cycle Warsh, Miran the moron and besotted Bessent 7-30-2026Jul 31 • All things financial...Yen Carry Trade: every policy choice is a trade-off between inflation, stability & debt 7-27-26Jul 27 • All things financial...Canada can diversify counterparties, but cannot hedge away the map 7-25-2026Jul 25 • All things financial...
