Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade | #443
The Meb Faber Show - Better Investing
Are All Lea Flowers Not Electric in 20 22?
Until they meaningfully pull money from the system, not just with rates, to actually engage in c t, i think you're going to see the price levels stay where they are. I believe the fed won't be able to pull more than roughly a trillion out of the market before the market is materially lower. If you look at the shape of the yield curve right there's 35 basis points of inversion, i think, between twos and tens right now. The opportunity, you ask for, the opportunity is by through this, a recession that we'll have, i think it'll be sharp. I think it will be short, because i think the fet'll be forced to reverse
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