214 Exchange Invest Weekly Podcast October 7th, 2023
This week in the parish of bourses and market structure:
FTC Vs Amazon,
Cushing Crushed?
Another MCX TCS Delay,
Exchange Invest 2776: No! MCX TCS Delay
This time it’s legal action fuelling a SEBI mandated delay, as the TCS installation story remains a grotesque parish embarrassment.
Exchange Invest 2756: Sebi To T+0
Having achieved T+1 settlement in January it now looks as if Indian stock markets might move to T+an hour by next March. Incredible progress from T+forever to T+0 in barely a generation.
207 Exchange Invest Weekly Podcast August 19th, 2023
While legacy thrives, crypto dives,
Adena buys her own stock,
SBF is jailed while resorting to pleading for his medicine.
Exchange Invest 2626: BMLL Lake Becomes Ocean
The General Manager of the BIS recently distributed an iron fist across the whole crypto world and barely anybody noticed.
Exchange Invest 2614: B3 All In On Vermiculus
Lots happening today with the 10% Vermiculus stake sale to B3’s venture arm alongside EEX adding another modest asset to its expanding portfolio. Lots happening in China as LME get hit with a minor warrant issue in Nickel and much more...
185 Exchange Invest Weekly Podcast March 18th, 2023
$7.2 Million For Eris, the FTC still says no to ICE Black Knight, Sesame Street does financial meltdown – and this week’s letter for bust banks is “S”.
Exchange Invest 2605: $7.2mln For Eris
How ironic, it took the crypto kiddies years to get a bank onside and then they all rushed for the exits when their very own crypto bank was threatened - distributed pragmatism or distributed cowardice?
Exchange Invest 2604: ICE Black Knight Alter Deal
SBF is guilt free as we know so therefore intermediation is a dirty word when it comes to liquidators (but curiously acceptable when it comes to crypto exchanges who charge percentage fees that would make CME / ICE et al blush-
Exchange Invest 2603: NYSE Posits Reform
At just what point does SBF actually lose his freedom as a result of not merely using VPNs and generally breaking bail terms but also looking like a slam dunk for a long spell after a verdict which will - heaven forfend - pronounce him guilty?
Exchange Invest 2602: $8.9 bln FTX Shortfall
So after the property exposés, the billion dollar loans, the PJs on demand, the Nassau executive car fleet, at least one incredible Daiquiri bill and of course a serious operation aimed at buying the US government…
Exchange Invest 2600: Refinitiv Deal Working?
The question today is not so much how aligned Coinbase may be but rather is there going to be an attempt to take down Binance given it continues to attract the ‘FUD-4!’ folk amongst even the US political establishment?
Exchange Invest 2599: FTC Blocking ICE Black Knight
Coinbase campaign reminds me of the magnificent moment in “Yes Minister” when Cabinet Minister Jim Hacker is informed the PM may close his Ministry for Administrative Affairs.