A2A with Rob Kirby

78

2016 has begun with a bang and much of the volatility is due to global derivative exposure. With that in mind, what better time than now for another A2A webinar with bond trading and derivative expert, Rob Kirby.

Over the course of this 48-minute presentation, we tried to answer as many of your questions as possible. Some of the topics discussed include:

  • The meltdown at DeutscheBank. What could be causing it and what it might foreshadow.
  • The global sovereign liquidation of treasuries and how/why rates have barely budged.
  • The "oil patch" exposure for the Canadian banks and which banks might be at most risk to collapsing oil prices.
  • The fragile nature of the current precious metal paper derivative pricing scheme and what you can do to protect yourself from its inevitable collapse.
  • And much, much more.

Thanks again to Rob for being so generous with his time today and we look forward to speaking with him again soon. His expertise is sorely needed as we all attempt to navigate this "year of consequence".

TF

  78 Comments

Rakka
Jan 28, 2016 - 4:08pm
Terp
Jan 28, 2016 - 4:12pm

Nice!

Thanks Turd and Rob!

Swineflogger
Jan 28, 2016 - 4:43pm

Tres

3

EDIT: Got it. Now to listen and learn

Marchas45
Jan 28, 2016 - 4:46pm

4th????

? YAHOO!!!!!!!!

Man I cant believe I did it again. Thanks for holding back folks. Yea Right!!! LMAO

Danforth Coxwell
Jan 28, 2016 - 4:49pm

Top 5...

Now to listen.

CC Horses
Jan 28, 2016 - 6:09pm

Gold Deficits, Fort Knox, and a Reset

https://deviantinvestor.com/

The US government INCREASED the official national debt by the “value” of all the gold in Fort Knox about 4.8 times EACH year since 1970. Unsustainable!

Fourth: Now add up the national debt increases in FKGU’s since 1970. This shows the total official national debt, in FKGU’s, as it has been accumulated since 1970. Note that the accumulated national debt, valued year by year in total official Fort Knox Gold Units, now exceeds 220.

Repeat: The official debt of the U.S. government, measured each year in the total “value” of all the gold officially vaulted in Fort Knox, would have spent the Fort Knox gold over 220 times. Unsustainable – this is not a viable system.

infometron
Jan 28, 2016 - 7:09pm

This is why Justin Trudeau became PM

Justin Trudeau -- Patrick Brazeau Charity Boxing Match -- English Coverage of Complete Fight

Aside from being Pierre Elliot Trudeau's son, that is.

Also, 20-somethings absolutely love him...

Fred Hayek
Jan 28, 2016 - 7:19pm

Good stuff, Craig. Rob's a good man.

That was really shocking to hear that the typical oil from the Alberta sands is going for less than $10 while west texas intermediate is going for $30!

CC Horses
Jan 28, 2016 - 7:24pm

Bill Holter on The Daily Coin

Bill Holter: You're Witnessing The Credit Structure Unwinding

Bill Holter: You're Witnessing The Credit Structure Unwinding

30 minutes

Apologies if already posted

infometron
Jan 28, 2016 - 7:44pm

@cch Re: Bill Holter

I listened to Bill's interview, and as much as I respect him for what he does, I found myself sayin' "Com'on man!" In December he was saying that within hours of a Fed rate hike the financial system could come tumblin' down in a couple of days. Now, January he's saying that if the Fed raises rates again in March...

Yup... the financial system could come tumblin' down in a couple of days!

Com'on man!!

Key Economic Events Week of 10/21

10/22 10:00 ET Existing home sales
10/24 8:30 ET Durable Goods
10/24 9:45 ET Markit flash PMIs
10/24 10:00 ET New home sales
10/25 10:00 ET Consumer Sentiment

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Key Economic Events Week of 10/21

10/22 10:00 ET Existing home sales
10/24 8:30 ET Durable Goods
10/24 9:45 ET Markit flash PMIs
10/24 10:00 ET New home sales
10/25 10:00 ET Consumer Sentiment

Key Economic Events Week of 10/14

10/15 8:30 ET Empire State Fed MI
10/16 8:30 ET Retail Sales
10/16 10:00 ET Business Inventories
10/17 8:30 ET Housing Starts and Bldg Perms
10/17 8:30 ET Philly Fed MI
10/17 9:15 ET Cap Ute and Ind Prod
10/18 10:00 ET LEIII
10/18 Speeches from Goons Kaplan, George and Chlamydia

Key Economic Events Week of 10/7

10/8 8:30 ET Producer Price Index
10/9 10:00 ET Job Openings
10/9 10:00 ET Wholesale Inventories
10/9 2:00 ET September FOMC minutes
10/10 8:30 ET Consumer Price Index
10/11 10:00 ET Consumer Sentiment

Key Economic Events Week of 9/30

9/30 9:45 ET Chicago PMI
10/1 9:45 ET Markit Manu PMI
10/1 10:00 ET ISM Manu PMI
10/1 10:00 ET Construction Spending
10/2 China Golden Week Begins
10/2 8:15 ET ADP jobs report
10/3 9:45 ET Markit Service PMI
10/3 10:00 ET ISM Service PMI
10/3 10:00 ET Factory Orders
10/4 8:30 ET BLSBS
10/4 8:30 ET US Trade Deficit

Key Economic Events Week of 9/23

9/23 9:45 ET Markit flash PMIs
9/24 10:00 ET Consumer Confidence
9/26 8:30 ET Q2 GDP third guess
9/27 8:30 ET Durable Goods
9/27 8:30 ET Pers Inc and Cons Spend
9/27 8:30 ET Core Inflation

Key Economic Events Week of 9/16

9/17 9:15 ET Cap Ute & Ind Prod
9/18 8:30 ET Housing Starts & Bldg Perm.
9/18 2:00 ET Fedlines
9/18 2:30 ET CGP presser
9/19 8:30 ET Philly Fed
9/19 10:00 ET Existing Home Sales

Key Economic Events Week of 9/9

9/10 10:00 ET Job openings
9/11 8:30 ET PPI
9/11 10:00 ET Wholesale Inv.
9/12 8:30 ET CPI
9/13 8:30 ET Retail Sales
9/13 10:00 ET Consumer Sentiment
9/13 10:00 ET Business Inv.

Key Economic Events Week of 9/3

9/3 9:45 ET Markit Manu PMI
9/3 10:00 ET ISM Manu PMI
9/3 10:00 ET Construction Spending
9/4 8:30 ET Foreign Trade Deficit
9/5 9:45 ET Markit Svc PMI
9/5 10:00 ET ISM Svc PMI
9/5 10:00 ET Factory Orders
9/6 8:30 ET BLSBS

Key Economic Events Week of 8/26

8/26 8:30 ET Durable Goods
8/27 9:00 ET Case-Shiller Home Price Idx
8/27 10:00 ET Consumer Confidence
8/29 8:30 ET Q2 GDP 2nd guess
8/29 8:30 ET Advance Trade in Goods
8/30 8:30 ET Pers. Inc. and Cons. Spend.
8/30 8:30 ET Core Inflation
8/30 9:45 ET Chicago PMI

Key Economic Events Week of 8/19

8/21 10:00 ET Existing home sales
8/21 2:00 ET July FOMC minutes
8/22 9:45 ET Markit Manu and Svc PMIs
8/22 Jackson Holedown begins
8/23 10:00 ET Chief Goon Powell speaks

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