How a vertical workflow SaaS reached capital-efficient scale before accepting institutional funds.
Archives: YouTube Podcasts
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CredX Surveillance: Liquidity Ratios, Yield Curves, and Sovereign Bond Spreads
Analyzing global sovereign yield divergence and bank capital buffers.
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Odd Lots: Why Physical Supply Chains Still Rule Over Digital Algorithms
A deep dive into freight rates, maritime chokepoints, and cross-border customs arbitrage.
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Episode 42: Macro Regimes, Liquidity, and the Global Carry Trade
A deep dive into cross-currency arbitrage and sovereign yields.