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The Bond Market Is the Truth Teller No One Listens To, Feat. George Goncalves

The Bond Market Is the Truth Teller No One Listens To, Feat. George Goncalves

FromThe Breakdown


The Bond Market Is the Truth Teller No One Listens To, Feat. George Goncalves

FromThe Breakdown

ratings:
Length:
56 minutes
Released:
Jul 31, 2020
Format:
Podcast episode

Description

Today on the Brief: More bad news from jobless claims and the GDP The big tech hearing was a whole bunch of nothing; watch TikTok instead Robinhood dives into Kodak (but so do illegal insider traders) Our main conversation is with independent bond strategist George Goncalves. We discuss: How the bond market watches Federal Reserve meetings What, if anything, was new about this week’s FOMC meeting What it means that the bond market and equities market tell different stories Why the bond market has been telling a long-term story of slowing growth Whether institutional investors are actually moving away from government debt and into gold  Why Judy Shelton should have a place on the Federal Reserve Find our guest online: Twitter: @bondstrategist
Released:
Jul 31, 2020
Format:
Podcast episode

Titles in the series (100)

A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of The Breakdown Network.