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21min chapter
The New Kings of Wall Street
The Compound and Friends
The Current State of the Bond Market
This chapter discusses the current state of the bond market and the impact of the change in interest rates. It analyzes the inflow of money into long-term Treasuries despite their decline in value and explores possible reasons for this. The conversation also touches on the bearish sentiment on bonds and the belief that the short end of the yield curve will stay high while the long end will come down.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode