Where in the world is Emil Kalinowski? The ‘Silent Depression’ is the topic of interest, Eurodollar is but a technical subset of the real issue Emil is on the mark, I do believe.
I just switched over to EuroDollar University..I subscribed, Good bye Emil. Hope you re-emerge as a spokes person.. You are a good host with lots of ideas and a good interviewer with the right questions.
I have listened for weeks and I am amazed that I still cannot understand or comprehend anything that’s actually being said. If this channel is for finance in baking gigs then I guess I understand and probably should bail. But if this channel is trying to educate the masses of which I am probably one, then we’re gonna have to dumb it waaaaaaaaaay down
The rise in Japans imports is because it shut down some of its nuclear reactors that provided 30 percent of its electricity. Japan now imports about 90 percent of its energy requirements. So, just like in Europe, it's Japan's energy dependence that is causing its currency to tank. And its exports are now booming because of it.
Central banks can control everything about currency. They can set reserve ratio to 100% and stop open market operations completely. They just don't want to do it. Change my mind.
maybe it's in Japan's interest to have a weaker currency.....I lived thru the Bubble then Crash in the mid-80s to 1990.....J economy was doing GREAT at around 240yen/1dollar......but then USA put pressure on Tokyo to help so soon enuf it was 80yen/1dollar.......(making me rich as an American expat getting paid in Yen in Tokyo!)......but wrecked the J economy for 25 years...... Japanese QE, deflation, stagnation.........J stock market went from 34,000 to 8,000 and stayed low for the next 25 years.... ==> and despite every possible massive intervention J government couldnt the Yen.... ==> until finally LOCKDOWN, rampant MONEY-printing, sanctions on Russian LNG/petroleum have conspired to what nobody else could for 1/4 century
@@furd8883 Most of their businesses were operating in China. In 2021 they moved out and now their cost basis is much weaker. Their main export is also cars, something that isn't selling very well right now. Lots of bad news for Japan.
Hey Jeff. It used to be better as a conversation, a monologue is just not the same. Like others, I would love to see Emil back, but if it's not possible, then maybe consider somebody else? Just not a fan of Steven so....
the govt's and central banks DO control political policies that create supply shocks: wars, deglobalization, lockdowns etc. Your analysis is too simplistic
Inflation is an index defined in terms of the price of a market basket. Inflation is not quantitative easing. You appear to confuse the transmission of monetary policy with the definition of inflation. They are not the same. Supply shocks can also be a source of inflation. The fact that prices are rising due to supply shortages does not change the definition of inflation notwithstanding quantitative easing (or tightening).
You seem to be new to the inflation discussion. How inflation is measured is different from what's causing it. Both printing 100% of a currency and an item in the basket being supply constrained would cause the measure to shift.
I sure hope Emil wasn't pushed out or mistreated, he did so much free work to build this channel.
What actually happened?
@@antoinecappelleri185 I suspect Alhambra was paying Emil, not Jeff.
Emil probably has a life
Probably having a long deserved holiday…
Where is Emil?😢
has Emil been forced out?...WE WANT EMIL! WE WANT EMIL! ( damnit, where's my effin' tikki torch when i need it)
We want emil!
Where in the world is Emil Kalinowski?
The ‘Silent Depression’ is the topic of interest, Eurodollar is but a technical subset of the real issue
Emil is on the mark, I do believe.
Emil, please, show up somewhere… we are orphans…
I just switched over to EuroDollar University..I subscribed, Good bye Emil. Hope you re-emerge as a spokes person.. You are a good host with lots of ideas and a good interviewer with the right questions.
outstanding content, things start to make sense!
Looking forward to what Emil comes out with once this 💶 💵 ball and chain is removed. No pressure, of course.
Isn't it weird that Emil just disappeared without any explanation at all?
At first, people were speculating he lost power or internet connection due to hurricane. But now, no one knows.
Where is Emil?
Emil, give us a sign you're still here!
Twitter is your best bet 😥...
He's fine, making jokes about leaving on Twitter.
I thought Emil died in the hurricane?!?
I have listened for weeks and I am amazed that I still cannot understand or comprehend anything that’s actually being said. If this channel is for finance in baking gigs then I guess I understand and probably should bail. But if this channel is trying to educate the masses of which I am probably one, then we’re gonna have to dumb it waaaaaaaaaay down
*finance and banking geeks then…
I hate auto text
What don’t you understand? Some of this is pretty high level, but it all starts making sense at some point lol
its basically supply and demand. and right now the US dollars Supply is not enough to go around the world to satisy other countries demand for it
How did the mullet ever go out of style
Jeff, could you increase your mic gain a bit? It’s hard to hear this podcast (even at max volume) outside of a quiet room.
Jeff, I think the CBOC’s Treasury holding are down to $1T of USD. No?
Great vid
The rise in Japans imports is because it shut down some of its nuclear reactors that provided 30 percent of its electricity. Japan now imports about 90 percent of its energy requirements. So, just like in Europe, it's Japan's energy dependence that is causing its currency to tank. And its exports are now booming because of it.
We want Emil back...... Now
Central banks can control everything about currency. They can set reserve ratio to 100% and stop open market operations completely. They just don't want to do it. Change my mind.
No they can't, lol. What a stupid thing to say.
maybe it's in Japan's interest to have a weaker currency.....I lived thru the Bubble then Crash in the mid-80s to 1990.....J economy was doing GREAT at around 240yen/1dollar......but then USA put pressure on Tokyo to help so soon enuf it was 80yen/1dollar.......(making me rich as an American expat getting paid in Yen in Tokyo!)......but wrecked the J economy for 25 years......
Japanese QE, deflation, stagnation.........J stock market went from 34,000 to 8,000 and stayed low for the next 25 years....
==> and despite every possible massive intervention J government couldnt the Yen....
==> until finally LOCKDOWN, rampant MONEY-printing, sanctions on Russian LNG/petroleum have conspired to what nobody else could for 1/4 century
RUclips doesn't care about contempt of UK courts on their site, but the UK authorities might care.
YOU NEED TO EXPLAIN WHAT YOU MEAN BY EURODOLLAR #1, #2, #3, #4 #5... is it ECB QE? what the hell is it
were is Emil.He is missed
It's only a problem for people who make and spend yen. Stop fear mongering.
Is Japan the country “too big to fail,” and will look to the US for a bailout at the End?
Can't they get dollars by exporting to the US?
Japan imports more than it exports. Even if it's getting paid in USD, it's spending that USD to buy raw materials/ food.
@@Litolic simple, just export more. It shouldn't be hard after the currency has depreciated so much
@@furd8883 Most of their businesses were operating in China. In 2021 they moved out and now their cost basis is much weaker. Their main export is also cars, something that isn't selling very well right now. Lots of bad news for Japan.
Hey Jeff. It used to be better as a conversation, a monologue is just not the same. Like others, I would love to see Emil back, but if it's not possible, then maybe consider somebody else? Just not a fan of Steven so....
emil please
the govt's and central banks DO control political policies that create supply shocks: wars, deglobalization, lockdowns etc. Your analysis is too simplistic
Inflation is an index defined in terms of the price of a market basket. Inflation is not quantitative easing. You appear to confuse the transmission of monetary policy with the definition of inflation. They are not the same. Supply shocks can also be a source of inflation. The fact that prices are rising due to supply shortages does not change the definition of inflation notwithstanding quantitative easing (or tightening).
You seem to be new to the inflation discussion. How inflation is measured is different from what's causing it. Both printing 100% of a currency and an item in the basket being supply constrained would cause the measure to shift.
Come by my service because I don’t know how to make money using it myself😅
Should we unsubscribe from Emil's channel??
Jane Street shorted the fuck out of a whole bunch of Japanese stocks recently. sauce:i.redd.it/0yjjit4boor91.png