
Tales from the Crypt #122: Parker Lewis
Join Marty as he sits down with Parker Lewis to discuss:
- What is QE?
- The Fed's balance sheet over the last decade
- Unwinding the balance sheet
- Repo market madness
- Source of the repo liquidit...
Pitched bitcoin to institutional investors last week. Presentation started with these 3 charts: Sharpe ratio (@woonomic ), zero correlation with other assets (@PanteraCapital), correlation and cointegration with stock-to-flow (@100trillionUSD). Amazing response! pic.twitter.com/gDj39MOe7a
— PlanB (@100trillionUSD) December 2, 2019