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Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes

Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes

FromForward Guidance


Bond Bear Eyes Tactical Long In Treasury Notes | David Cervantes

FromForward Guidance

ratings:
Length:
65 minutes
Released:
Oct 9, 2023
Format:
Podcast episode

Description

Timecodes:
(00:00) Introduction
(02:58) Why 1 Year Ago Cervantes Thought Recession Was Unlikely
(07:05) Cervantes' Short Bond Trade
(14:45) Fed Policy
(26:16) Tracking The Economy
(32:35) There May Be A Slowdown, But A Recession Is Unlikely In Near-Term
(45:41) The Maturity Wall
Released:
Oct 9, 2023
Format:
Podcast episode

Titles in the series (100)

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.