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12min chapter
Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors
Forward Guidance
Stocks vs. Bonds: A Bullish Perspective
The chapter explores the speaker's bullish outlook on stocks, citing unattractive bond yields and strong economic performance. It discusses the preference for equities over bonds and the potential of cash as an investment option. The implications of Fed decisions on bond markets and the recent GameStop stock surge are also analyzed.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode