Forward Guidance podcast

Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors

15 Sekunden vorwärts
15 Sekunden vorwärts
Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) VanEck Bitcoin Trust (HODL) Prospectus: __ Follow Nick Givanovic on Twitter Follow VanEck on Twitter Follow Jack Farley on Twitter Follow Forward Guidance on Twitter Follow Blockworks on Twitter __ Timestamps: (00:00) Introduction (00:30) Nick Favors Stocks Over Bonds Until He Sees Data That Say Otherwise (05:25) Potential For An Bond Auction Failure (06:44) U.S Government Borrowing: Treasury Bills vs. Treasury Coupons (21:49) Conditions At Recent Treasury Market Auctions (25:13) Short Bonds, But Not Wildly Bearish (26:13) VanEck Ad (27:14) Is Yield Curve Steepener Trade Positive Carry or Negative Carry? (28:43) Inflation Volatility Is Bad For Term Premia (33:13) Bull Steepener vs. Bear Steepener: How Will The Yield Curve Uninvert? (39:10) Bull Steepeners Usually Occur Faster Than Bear Steepeners (Nick Thinks Bull Steepener Could Be More Likely) (54:24) Volatility In The Bond Market (01:02:21) Relative to Bonds, Nick Is Bullish On Stocks (01:07:49) The Labor Market (01:09:53) GameStop and the Return of Meme Stocks __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Weitere Episoden von „Forward Guidance“