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00:00 - Intro
02:51 - Introduction to Michael Howell and his work
07:38 - How much debt is there globally?
14:08 - Why is longer-term treasuries desirable?
16:08 - The off-shore market
19:56 - The capital war between China and the U.S.
41:37 - Is the financial system more fragile than we think?
50:10 - What if the 10-year bond yield blows out rapidly?
53:59 - What has happened with the offshore short-term market?
59:55 - The currency space and relative liquidity
01:02:31 - Comments on the current regime
01:08:18 - Key takeaways from Niels