Regional Banks Are Trying To Slow Lending | Jens Nordvig

Описание: Jens Nordvig, founder and CEO of ExAnte Data and MarketReader, joins Jack Farley to give his data-driven look at bank lending, de-dollarization, and global growth. Nordvig notes that bank lending contraction has not yet appeared in the data but that the situation deserves to be monitored. He explains why the world continues to rely on the U.S. dollar and exposes several statistical misunderstandings of data on Chinese and U.S. sovereign bond flows. Nevertheless, he is bearish on the U.S. dollar (even in a recession, perhaps), and he explains why in great detail. He says to be on watch if the U.S. Dollar continues to decline in value during a stock market fall (historically, the U.S. Dollar rallies during a sell-off in stocks). Lastly, Nordvig shares findings from his exciting new venture, MarketReader, which aims to use artificial intelligence to help generate insights for investors.

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Timestamps:
00:00 Intro
00:27 Tracking Capital Flows
01:43 Where Is The Money Going?
19:53 The Dollar And The Euro
25:30 Blockworks Research
26:29 Is The "De-Dollarization Narrative" Backed Up By The Data?
38:04 Is China Actually Dumping U.S. Treasurys?
41:14 Central Banks' Swap-Adjusted FX Reserves Do Not Show Significant De-Dollarization
46:18 Bearish Near-Term Case For The Dollar
57:14 Permissionless
58:15 About MarketReader's Emerging Artificial Intelligence Capabilities
01:11:52 Closing thoughts On The Dollar & Stock Market Correlation