69 min listen
"If the Bond Market Has a Problem, Everyone Will Have a Problem"
"If the Bond Market Has a Problem, Everyone Will Have a Problem"
ratings:
Length:
39 minutes
Released:
Mar 12, 2021
Format:
Podcast episode
Description
DB-Mar11,2021: Real Vision managing editor Ed Harrison welcomes James Bianco, president of Bianco Research, and Peter Boockvar, chief investment officer of Bleakley Advisory Group and editor of The Boock Report, to the Daily Briefing to analyze the ongoing gyrations in the U.S Treasurys market and how their future path will impact almost every asset class. Harrison notes the Dow Jones Industrial Average reached an all-time high, and Boockvar and Bianco consider the halting of the rotation trade. Boockvar explains that inflation expectations will continue to vex the bond market while Bianco argues that a 10 year rate above 3% would be a serious problem for leveraged institutions. They investigate the effect of yields on the U.S. dollar, and Boockvar and Bianco share their ideal asset allocation in this unique investment environment.
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Released:
Mar 12, 2021
Format:
Podcast episode
Titles in the series (100)
Adventures in Finance 13 - What Lies Beneath: Volatility in a Peaceful World: Volatility permeates markets, nature, and life. Yet, it is monumentally misunderstood, and often to ruinous consequences. Stephen Diggle, Founder of Vulpes Investment Management, and Chris Cole, Managing Partner at Artemis Capital Management, get at... by Real Vision Daily Briefing: Finance & Investing