77 min listen
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
(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 Psychological Toll of Inflation | Vincent Deluard by Forward Guidance