FT(Financial Times) 읽어주는 남자
Activity Overview
Episode publication activity over the past year
Episodes
게임업계의 넷플릭스?
15 Jun 2023
Contributed by Lukas
House of Cards가 넷플릭스를 만든것 처럼 Call of Duty가 클라우드 게이밍을 보편화 시킬것인가? 그래서 규제당국이 막고...
밖에서 본 한국시장
13 Jun 2023
Contributed by Lukas
코스피 18% 상승. 외국인의 삼성전자, SK하이닉스 매수가 주요 견인. 국내 투자자들은 2차전지, 엔터 집중 매수.
리라의 미래 3: 에르도한 feat. 에르칸
12 Jun 2023
Contributed by Lukas
중앙은행 총재로 43세 여성 지명. 프린스턴 금융공학 골드만삭스 출신. 6월 22일 과연 금리 인상을 할 것인가? 그럼...
미래성장동력 빠때리 업계의 Achilles tendon
09 Jun 2023
Contributed by Lukas
미국 마음대로 한국 수출 전기차 배터리 규제할 수 있다… 미국 마음대로…
혁신 vs 독점 누가 말하나? feat. Adobe
09 Jun 2023
Contributed by Lukas
거대 테크가 자신을 위협하는 도전자를 돈으로 매수하면, 혁신 생태계가 활성화 된다? 아주 특이한 논리로 무장한...
동경 서방 제2의 도시
08 Jun 2023
Contributed by Lukas
미중 냉전의 최전방 요새, 중국 투자 못하는 투자자들 동경으로. 동경 투자자들 미국 가면 중국 경쟁 없어.
리라의 미래 2
08 Jun 2023
Contributed by Lukas
터키가 빠져 있던 함정. 고물가, 고환율. 정상 정책의 기대효과, 저물가, 저환율(높은 통화 가치)
리라의 미래
08 Jun 2023
Contributed by Lukas
터키 정권이 ‘정상화’ 표방. 인위적으로 지켜지던 환율이 급등. 조금 더 오를 것으로 예상. 터키 투지 청신호?
일어나 걸으라
25 May 2023
Contributed by Lukas
예수님, 베드로, 바울, AI? 뇌와 척추의 단절을 연결시키는 adaptive AI 관련 놀라운 기사
(다시) 떠오르는 아시아 맹주?
24 May 2023
Contributed by Lukas
신냉전 블럭화가 진행중인 상황. 반도체로 다시 굴기하는 일본 경제와 증시. 과연…
루카스 소천하시다
24 May 2023
Contributed by Lukas
감독 말고 노벨 경제학상 받은 학자. 합리적 기대가설로 세상을 뒤흔드신 분…
Give up on China stocks
24 May 2023
Contributed by Lukas
정부탄압, 코로나 등으로 눌린 중국주식에 대한 기대감이 다시 실망을 낳고 있고, 이분에 의하면 장기적으로도 전...
Meta gets a whippin’!
23 May 2023
Contributed by Lukas
유로존 역대 최고 과징금 부과. 항소 예정. 개인정보보허가 뭐길래. 다른 의도가 없을까 의문.
Bull algo, Bear man
17 May 2023
Contributed by Lukas
올해 시장을 지탱하는 것은 시스템 트레이딩 펀드. 중요한 원인은 변동성(VIX) 낮아지며 주식 비중 확대. 사람은 SV...
Chip Kaye?
17 May 2023
Contributed by Lukas
워버그 핀커스 대표 왈, 가격결정권이 강한 기업에 투자하라고… Procter & Gamble, Cocacola…
China Bright Spot
17 May 2023
Contributed by Lukas
중국 투자에서 혼자 빛나는 섹터… 국영은행!
Eminem’s new song by AI
12 May 2023
Contributed by Lukas
음원 AI발전으로 목소리까지 도용 가능. Grimes는 아예 자기 목소리 사용 허용… 음악의 미래는???
Another 25% price drop
12 May 2023
Contributed by Lukas
스웨덴 상업용 부동산 시장은 단기부채 의존도가 높아 금리상승 효과가 즉각적으로 느껴지고 지금 금리 수준이면...
AI 징표 by google
12 May 2023
Contributed by Lukas
구글은 R&D 실탄이 MS보다 많고 점유율도 압도적, ChatGPT 탑재 Bing을 막아낼 것이다.
Singapore Banks Win Big
11 May 2023
Contributed by Lukas
중국, 인도, 말련 부자들이 자꾸 모이면서 은행 수익도 폭발적으로 증가. 지속될 가능성이 높은 전략.
The Grey Lady
11 May 2023
Contributed by Lukas
뉴욕타임즈가 기울고 있고 대형 streaming platform 적자가 커지고 있다. 컨텐츠가 더욱 중요해질 것이라고는 했지만 돈...
AI troubles, again
11 May 2023
Contributed by Lukas
교과서, 참고서, 모의고사, 학술지 등을 펴내는 출판사 위기… 어떻게 막을 것인가?
AI music tsunami
10 May 2023
Contributed by Lukas
AI로 음원을 만들기도 하고 AI로 청취 횟수를 늘릴수도 있는 환경… AI가 만든 음악이 streaming platform을 덮치고 있음...
Tech in cost transition
09 May 2023
Contributed by Lukas
대량 해고로 지출 줄이고 AI투자로 지출 늘려서 미래를 도모하는 Big tech
5% Warren
09 May 2023
Contributed by Lukas
200조 넘는 실탄을 쏘지 않는 버핏. 5% 금리 때문에 그렇다.
Heard of Bob Good?
08 May 2023
Contributed by Lukas
He and like kind could bring Democrats to their knees or worse.
Nuclear Accident
08 May 2023
Contributed by Lukas
Russia evacuates towns near what is the largest Nuclear plant in Europe.
역사수업 Black Scholes 1987
27 Apr 2023
Contributed by Lukas
Financial models breakdown at their height of adoption
Fed Credit Allocation Issue
27 Apr 2023
Contributed by Lukas
The Fed allocates credit. That’s a given. Our job is to know who benefits when rates rise and fall.
고래싸움에 새우등
24 Apr 2023
Contributed by Lukas
Poor Samsung and SK hynix feeling the brunt of US China brawl
AI bloodbath
21 Apr 2023
Contributed by Lukas
Cloud leaders are staking huge positions in AI. How much crumble will be left over?
T-bill route?
20 Apr 2023
Contributed by Lukas
What inpact will Debt ceiling row have on T-bills?
China Hopes
20 Apr 2023
Contributed by Lukas
New home prices rise after two years of falling. There is no inflation.
San Franscisco halving
19 Apr 2023
Contributed by Lukas
US office prices collapsing
No more buyouts
19 Apr 2023
Contributed by Lukas
Since 2006 buyout fund returns only as good as public indices.
No more Fed put?
17 Apr 2023
Contributed by Lukas
It won’t come so easy for the Fed to prop up the market with rate cuts like in the past.
China could sanction non-Chinese EV industry
17 Apr 2023
Contributed by Lukas
Weaponizing rare earth?
Credit Crunch
12 Apr 2023
Contributed by Lukas
Credit Crunch takes long to play out
Vanguard + Ant combination failed
06 Apr 2023
Contributed by Lukas
In the Chinese pension market, a very risk-on product will succeed in taking in money.
American Poverty
05 Apr 2023
Contributed by Lukas
Matthew Desmond is a latter day prophet in a guise as a sociologist.
Alibaba Six
03 Apr 2023
Contributed by Lukas
Domestic Ecommerce, International Ecommerce, Logistics, Cloud, Services, Entertainment. Which is the crown jewel?
Europe real estate stock index fall 24% in March
03 Apr 2023
Contributed by Lukas
This could turn into a vicious cycle.
Liquidity to Credit crisis?
03 Apr 2023
Contributed by Lukas
Regional bank crisis may turn into a credit crisis, via commercial real estate meltdown.
me Corona
27 Mar 2023
Contributed by Lukas
I will be back this weekend with new episodes.
EU Banks hemmed in by their own
23 Mar 2023
Contributed by Lukas
Esma is threatening India to allow direct oversight by holding a gun to European banks’ head.
Uppercut, left right hook
22 Mar 2023
Contributed by Lukas
Fed will probably raise rates today. But terminal rate cannot be 5.5. More like 4.5 정정: 정상적 상황에서 terminal = neutral. 지금처럼 인...
Swiss style(?) rescue
21 Mar 2023
Contributed by Lukas
UBS CS merger has time bombs ticking inside it.
Anti US alliance
21 Mar 2023
Contributed by Lukas
Xi and Putin show off ties.
Quantum mechanics in banking crisis
20 Mar 2023
Contributed by Lukas
The system will survive or die. There is not a half way station.
2008?
20 Mar 2023
Contributed by Lukas
Banks don’t seem better regulated. Central banks are tied up. Risk looms large.
Panic Contagion in CS
17 Mar 2023
Contributed by Lukas
There is no material connection between SVB and CS. Two are only linked thru panic. CS should sell its domestic arm to UBS.
Tucker(Fox) & Putin(KGB)
16 Mar 2023
Contributed by Lukas
They talk the same. Do they really think the same?
SVB who benefits?
15 Mar 2023
Contributed by Lukas
Private Debt Funds will cherry pick from SVB loan books.
SVB Schwab Contagion?
15 Mar 2023
Contributed by Lukas
No contagion. But Schwab also making less money due to heavy mark-downs on Treasuries bought with client cash.
SVB Japan Contagion??
15 Mar 2023
Contributed by Lukas
No contagion. BOJ may not be able to raise 10 year rates.
Oscars and Aukus
14 Mar 2023
Contributed by Lukas
Oscars have changed. Pacific conflict is shaping up. Not related. 정정: 양자경은 말레이시아 출신입니다.
SVB so what now?
13 Mar 2023
Contributed by Lukas
Little contagion. Slight tighenting of bank liquidity. FED rates pause and pivot in 6 months.
SVB failure and silicon valley
13 Mar 2023
Contributed by Lukas
SVC failure will be different from any regional bank failure in that the start-up tech scene will be losing its best and ablest financier.
SVB the sequence
13 Mar 2023
Contributed by Lukas
How and why did SVB fail?
JGB resurrected
10 Mar 2023
Contributed by Lukas
JGB yields will rise and make them more attractive.
EU fires back at US
10 Mar 2023
Contributed by Lukas
EU will unleash its version of IRA. What happened to WTO?
Alameda, sub of fallen FTX sues Grayscale and DCG who’re backed by Softbank
09 Mar 2023
Contributed by Lukas
Grayscale is trading at 45% discount to Bitcoin. They’re getting sued for this, rightly so.
Mishkin says Fed on track
09 Mar 2023
Contributed by Lukas
Mishkin, who wrote the definitive paper in inflation, ‘The Causes of Inflation’ said Fed is on track. He said 4 more hikes(5.75%) until 1Q of 2024...
ECB rift
09 Mar 2023
Contributed by Lukas
Italy strongly argued for more dovish stance
China IPO in Zurich
07 Mar 2023
Contributed by Lukas
Zurich benefits from US fallout with China
US communism?
07 Mar 2023
Contributed by Lukas
Chips act and IRA constitute biggest Industrial Policy of post WW2 era.(?)
Alexa plus ChatGPT?
06 Mar 2023
Contributed by Lukas
Alexa may find a way to become the sci-fi like bot it originally wanted to be with generative AI
Flexible Inflation Targeting
06 Mar 2023
Contributed by Lukas
Not stick to it, not change target, but still be flexible
Why Kyiv won’t talk peace
03 Mar 2023
Contributed by Lukas
Pressuring Kyiv to sit down with Russia skirts immoral selfishness.
The final and real cost of Covid19
03 Mar 2023
Contributed by Lukas
US is antagonizing China at the cost not being able to have enough time to alert the world on any future pandemic.
Organoid Intelligence
02 Mar 2023
Contributed by Lukas
Human brain cells running computers…
A rebirthing of the Euro
02 Mar 2023
Contributed by Lukas
EU the super-government of 27 countries is now able to spend common funds in military affairs. It is only a matter of time before they will issue bond...
[look back 2019/3/26] Negative yielding debt!
27 Feb 2023
Contributed by Lukas
In 2019, the Fed unexpectedly gave up raising rates but stocks didn’t welcome this event.
Biden Carter
23 Feb 2023
Contributed by Lukas
Biden is not all that bad. Carter wasn’t that bad either!
M2 the inflation slayer
22 Feb 2023
Contributed by Lukas
BIS study reaffirms Monetarism
Japanese yields US yields, higher and higher?
21 Feb 2023
Contributed by Lukas
When Japanese funds move back to Japan, it will impact western treasuries in a non-negligiable manner
Pain trade - higher
20 Feb 2023
Contributed by Lukas
The bull side narrative of the current market
Retail Boom
20 Feb 2023
Contributed by Lukas
How retail drove the Jan bull market
Ueda 2
17 Feb 2023
Contributed by Lukas
비슷한 기사가 연이어 나오면 꼭 주목해야 합니나.
BOJ Ueda
16 Feb 2023
Contributed by Lukas
about Ueda who will replace Kuroda