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Transfin. Podcast E28: Sandbox, Yield Flip, Apple Plus

Professor of Financial Economics and Part-time Value Investor, Transfin.
Mar 31, 2019 4:17 PM 1 min read



We like to talk Business and Finance. Figured we should do it for a living.


Two of today's topics shriek "I Told You So!?". But let us describe them all:


Why RBI Finally Coming Around a Regulatory Sandbox is Good News!


This week the RBI proposed a regulatory "sandbox" for fintech companies, allowing them to test new services on a pilot scale in a controlled environment before releasing it to the public. The RBI reckons this will help growing startups test out offerings in a more efficient manner. Here's our take on the matter.


The US Yield Curve is Inverted, Again.


Last week, the 10Y-3M US Treasury Yield Curve saw an Inversion (i.e. 3M Yield sits 4bps above 10Y Yield - Oh, the horror!), a phenomenon commonly deemed to be a “Recession Predictor” of sorts. We discuss what this inversion could mean.



Why Oprah Shouted "Apple!" this Week?


The Apple key note event held on March 25th saw several celebrities turn up to unveil Apple's latest offerings, sadly no new iPhone was announced at the event. Instead the tech giant announced a string of "services" in a bid to maintain its customers base in the Apple ecosystem in the background of dwindling iPhone sales. Is Apple making the right moves? Come find out.


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