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	Podcast:		Eurodollar University
	Episode:		Hedge Funds Have Made Billions From This (This Could Get Ugly)
	Category:		Business
	Duration:		00:19:08
	Publish Date:		2023-11-07 12:00:00
	Description:		#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #liquidity Regulators are almost feuding with hedge fund "speculators" over something called a basis trade. The former alleges it is a huge systemic risk, and they are right though for the wrong reasons. In the latter group, supporters point out funds have become necessary balance sheet warehouses for Treasuries because of a key gap. Here we'll examine what that gap really is and why it actually matters to find out who is right (spoiler: both). Eurodollar University's Money & Macro Analysis Bloomberg: Griffin Says Scrutiny of SEC Basis Trade ‘Utterly Beyond Me’ https://www.bloomberg.com/news/articles/2023-10-25/ken-griffin-says-sec-scrutiny-of-basis-trade-utterly-beyond-me OFR WP 2021-01: Hedge Funds and the Treasury Cash-Futures Disconnect https://www.financialresearch.gov/working-papers/files/OFRwp-21-01-hedge-funds-and-the-treasury-cash-futures-disconnect.pdf Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university RealClearMarkets Essays: https://bit.ly/38tL5a7
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