Part 1: How YCC Financially Represses

The YCC Mindset

Zoltan Pozar said “Don't let yourself get financially repressed”. These things are going to happen. There will be yield curve control. There will be financial repression. Doors will close.

-18:20

Contents

1. Timestamps

2. Notes

3. Related Posts

4. Transcript Tabbed

AI still can’t spell

Timestamps

• 0:00-Introduction to Financial Repression

• 2:40- Bond Market Dynamics and Inflation

• 7:54- Mechanics of Yield Curve Control

• 11:55- Impact on Investors and Capital Flows

• 13:35- Inflation is the necessary if not the desired consequence of YCC

• 15:00- YCC plays out and your protection choices shrink

• 18:20- What did Zoltan Pozsar mean by “Don’t get repressed?”

Next Week:

• Part 2: The actual mechanism of YCC

• Part 3: The Roots of Financial Repression and why they really do it