AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds
Forward Guidance
Bearish Stance on Bonds and Building a Barbell Portfolio
The speaker discusses their bearish stance on bonds, particularly ultra-long maturities, and suggests building a barbell portfolio with both short and long maturities. They also express skepticism towards the Austrian 100 year bond and discuss factors that might make them less bearish.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode