What makes it so odd is that I can see the actors at play in public! The possibility for agent based modeling of actual actors on chain seems very interesting
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how about just that diagram though? zoltan?
he's a macro strat at credit suisse and probably one of three people i trust to not say insane things about the repo market. he made a really good companion slide deck for that diagram that makes it a lot easier to understand: https://www.financialresearch.gov/working-papers/files/OFRwp2014-04_Pozsar_ShadowBankingTheMoneyView_Attachment.pdf …
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how the financial system works!! exactly what i was looking for is there a recording of this talk i wonder?
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not that i have on hand unfortunately but he did appear twice on odd lots, both are essential listening IMO: https://open.spotify.com/episode/3S2yt4L6imKBKP7rXHUWyx?si=e4a808e510af4713 …https://open.spotify.com/episode/0R2S50kCs7EoCWupwotgm7?si=2c4d9fa340bf45fb …
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